HF Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
Other funds holding USFR
HF Advisory Group's USFR Position: Q3 2026 in Review
HF Advisory Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 7.7% in Q3 2026, buying an estimated $130K and bringing the position to 36,144 shares worth $1.82M. The position accounts for 0.54% of the portfolio, ranked #64.
HF Advisory Group first reported a position in USFR in Q4 2022 and has held it in 16 quarters since. 206 funds tracked by Wall St. Rank hold USFR as of Q3 2026.
- HF Advisory Group held 36,144 shares of WisdomTree Floating Rate Treasury Fund worth $1.82M as of Q3 2026.
- HF Advisory Group bought 2,584 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $130K.
- WisdomTree Floating Rate Treasury Fund made up 0.54% of HF Advisory Group's portfolio in Q3 2026, its #64 holding.
- HF Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2022 and has held it in 16 quarters since.
- 206 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.
Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.