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Highland Investment Advisors LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Highland Investment Advisors LLC’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 		$10.3M Buy
+204,983
New +$10.3M 4.5% 7

Other funds holding USFR

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Morgan Stanley New York $1.89T AUM 35.08% 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
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
KAM
Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Highland Investment Advisors LLC's USFR Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 204,983 shares worth $10.3M. The stake represents 4.5% of the portfolio and ranks #7 among its holdings.

527 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Highland Investment Advisors LLC held 204,983 shares of WisdomTree Floating Rate Treasury Fund worth $10.3M as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Highland Investment Advisors LLC position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 4.5% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #7 holding.
  • 527 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.