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Goldenstone Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Goldenstone Wealth 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
Q2 		$7.4M Sell
146,939
-154,639
-51% -$7.79M 4.84% 4
2026
Q1 		$15.2M Buy
301,578
+13,815
+5% +$696K 11.04% 1
2025
Q4 		$14.5M Buy
+287,763
New +$14.5M 10.83% 2

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldenstone Wealth Management's USFR Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 51% in Q2 2026, selling an estimated $7.79M and leaving 146,939 shares worth $7.4M. The position accounts for 4.84% of the portfolio, ranked #4.

Goldenstone Wealth Management first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Goldenstone Wealth Management held 146,939 shares of WisdomTree Floating Rate Treasury Fund worth $7.4M as of Q2 2026.
  • Goldenstone Wealth Management sold 154,639 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $7.79M.
  • WisdomTree Floating Rate Treasury Fund made up 4.84% of Goldenstone Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Goldenstone Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • Goldenstone Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $15.2M in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.