HighTower Advisors
USFR icon

HighTower Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

HighTower Advisors’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 		$118M Sell
2,340,291
-38,787
-2% -$1.95M 0.13% 168
2025
Q4 		$120M Buy
2,379,078
+292,960
+14% +$14.7M 0.13% 162
2025
Q3 		$105M Buy
2,086,118
+229,026
+12% +$11.5M 0.12% 176
2025
Q2 		$93.4M Sell
1,857,092
-500,325
-21% -$25.2M 0.12% 182
2025
Q1 		$119M Sell
2,357,417
-214,077
-8% -$10.8M 0.16% 143
2024
Q4 		$129M Buy
2,571,494
+253,452
+11% +$12.8M 0.18% 127
2024
Q3 		$116M Sell
2,318,042
-106,539
-4% -$5.36M 0.17% 137
2024
Q2 		$122M Sell
2,424,581
-86,258
-3% -$4.35M 0.19% 118
2024
Q1 		$126M Sell
2,510,839
-119,419
-5% -$6.01M 0.2% 108
2023
Q4 		$132M Sell
2,630,258
-420,295
-14% -$21.2M 0.22% 101
2023
Q3 		$154M Buy
3,050,553
+935,147
+44% +$47.1M 0.29% 72
2023
Q2 		$106M Buy
2,115,406
+746,165
+54% +$37.6M 0.21% 100
2023
Q1 		$68.9M Buy
1,369,241
+647,646
+90% +$32.6M 0.15% 159
2022
Q4 		$36.3M Buy
721,595
+98,733
+16% +$4.97M 0.08% 258
2022
Q3 		$31.3M Sell
622,862
-95,391
-13% -$4.8M 0.08% 256
2022
Q2 		$36.1M Buy
718,253
+559,086
+351% +$28.1M 0.09% 224
2022
Q1 		$8.01M Buy
+159,167
New +$8M 0.02% 701

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

HighTower Advisors's USFR Position: Q1 2026 in Review

HighTower Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 1.6% in Q1 2026, selling an estimated $1.95M and leaving 2,340,291 shares worth $118M. The position accounts for 0.13% of the portfolio, ranked #168.

HighTower Advisors first reported a position in USFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $154M in Q3 2023. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • HighTower Advisors held 2,340,291 shares of WisdomTree Floating Rate Treasury Fund worth $118M as of Q1 2026.
  • HighTower Advisors sold 38,787 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $1.95M.
  • WisdomTree Floating Rate Treasury Fund made up 0.13% of HighTower Advisors's portfolio in Q1 2026, its #168 holding.
  • HighTower Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 17 quarters since.
  • HighTower Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $154M in Q3 2023.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.