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Goldstone Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Goldstone Financial 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
Q2 		– Sell
-4,337
Closed -$218K – 252
2026
Q1 		$218K Sell
4,337
-831
-16% -$41.9K 0.02% 212
2025
Q4 		$260K Sell
5,168
-490
-9% -$24.7K 0.03% 203
2025
Q3 		$284K Sell
5,658
-35,759
-86% -$1.8M 0.03% 189
2025
Q2 		$2.08M Sell
41,417
-32,519
-44% -$1.64M 0.28% 63
2025
Q1 		$3.72M Buy
73,936
+1,126
+2% +$56.8K 0.56% 42
2024
Q4 		$3.66M Buy
72,810
+3,094
+4% +$156K 0.57% 42
2024
Q3 		$3.5M Buy
69,716
+9,174
+15% +$462K 0.61% 39
2024
Q2 		$3.05M Buy
60,542
+7,452
+14% +$376K 0.61% 43
2024
Q1 		$2.67M Buy
53,090
+11,880
+29% +$598K 0.61% 38
2023
Q4 		$2.07M Buy
41,210
+10,927
+36% +$550K 0.53% 38
2023
Q3 		$1.52M Buy
30,283
+2,912
+11% +$147K 0.45% 44
2023
Q2 		$1.38M Buy
27,371
+7,815
+40% +$394K 0.41% 47
2023
Q1 		$983K Buy
+19,556
New +$984K 0.32% 51

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
Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NewEdge Wealth
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
BIP Wealth
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

Goldstone Financial Group's USFR Position: Q2 2026 in Review

Goldstone Financial Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 4,337 shares — an estimated $218K sold.

Goldstone Financial Group first reported a position in USFR in Q1 2023 and held it in 13 quarters. The position peaked at $3.72M in Q1 2025. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Goldstone Financial Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 4,337 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $218K.
  • Goldstone Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2023 and held it in 13 quarters.
  • Goldstone Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $3.72M in Q1 2025.
  • 613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.