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Global View Capital Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Global View Capital Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.3M Buy
1,377,489
+264,727
+24% +$13.3M 18.41% 1
2025
Q4 		$56M Buy
1,112,762
+707,989
+175% +$35.6M 10.44% 3
2025
Q3 		$20.3M Sell
404,773
-406,036
-50% -$20.4M 4.32% 4
2025
Q2 		$40.8M Sell
810,809
-184,122
-19% -$9.27M 13.04% 3
2025
Q1 		$50.1M Buy
994,931
+573,601
+136% +$28.9M 18.19% 1
2024
Q4 		$21.2M Buy
+421,330
New +$21.2M 7.43% 4

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global View Capital Management's USFR Position: Q1 2026 in Review

Global View Capital Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 24% in Q1 2026, buying an estimated $13.3M and bringing the position to 1,377,489 shares worth $69.3M. The position accounts for 18.41% of the portfolio, ranked #1.

Global View Capital Management first reported a position in USFR in Q4 2024 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Global View Capital Management held 1,377,489 shares of WisdomTree Floating Rate Treasury Fund worth $69.3M as of Q1 2026.
  • Global View Capital Management bought 264,727 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $13.3M.
  • WisdomTree Floating Rate Treasury Fund made up 18.41% of Global View Capital Management's portfolio in Q1 2026, its #1 holding.
  • Global View Capital Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 6 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.