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GM Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

GM Advisory Group’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 		$639K Buy
12,691
+5,621
+80% +$283K 0.02% 203
2025
Q4 		$356K Buy
7,070
+47
+0.7% +$2.37K 0.01% 257
2025
Q3 		$353K Buy
+7,023
New +$354K 0.02% 233

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

GM Advisory Group's USFR Position: Q1 2026 in Review

GM Advisory Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 80% in Q1 2026, buying an estimated $283K and bringing the position to 12,691 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #203.

GM Advisory Group first reported a position in USFR in Q3 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • GM Advisory Group held 12,691 shares of WisdomTree Floating Rate Treasury Fund worth $639K as of Q1 2026.
  • GM Advisory Group bought 5,621 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $283K.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #203 holding.
  • GM Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.