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

IFP 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
Q2 		$3.43M Sell
68,117
-48,279
-41% -$2.43M 0.06% 346
2026
Q1 		$5.86M Buy
116,396
+70,648
+154% +$3.56M 0.12% 193
2025
Q4 		$2.3M Buy
45,748
+23,555
+106% +$1.19M 0.05% 379
2025
Q3 		$1.12M Sell
22,193
-29,399
-57% -$1.48M 0.03% 559
2025
Q2 		$2.6M Sell
51,592
-25,553
-33% -$1.29M 0.07% 296
2025
Q1 		$3.88M Buy
77,145
+47,182
+157% +$2.38M 0.12% 191
2024
Q4 		$1.51M Buy
29,963
+10,658
+55% +$537K 0.05% 418
2024
Q3 		$969K Buy
19,305
+170
+0.9% +$8.56K 0.03% 487
2024
Q2 		$963K Buy
19,135
+423
+2% +$21.3K 0.04% 451
2024
Q1 		$941K Sell
18,712
-4,945
-21% -$249K 0.04% 425
2023
Q4 		$1.19M Sell
23,657
-1,163,554
-98% -$58.6M 0.06% 349
2023
Q3 		$59.8M Buy
1,187,211
+45,551
+4% +$2.3M 2.69% 1
2023
Q2 		$57.4M Buy
1,141,660
+145,027
+15% +$7.3M 2.4% 2
2023
Q1 		$50.1M Buy
996,633
+274,564
+38% +$13.8M 2.18% 4
2022
Q4 		$36.3M Buy
722,069
+268,925
+59% +$13.5M 0.97% 9
2022
Q3 		$22.8M Buy
453,144
+452,549
+76,059% +$22.8M 0.59% 20
2022
Q2 		$28K Hold
595
– – ﹤0.01% 2591
2022
Q1 		$28K Buy
+595
New +$29.9K ﹤0.01% 2591

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

IFP Advisors's USFR Position: Q2 2026 in Review

IFP Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 41% in Q2 2026, selling an estimated $2.43M and leaving 68,117 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #346.

IFP Advisors first reported a position in USFR in Q1 2022 and has held it in 18 quarters since. The position peaked at $59.8M in Q3 2023. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • IFP Advisors held 68,117 shares of WisdomTree Floating Rate Treasury Fund worth $3.43M as of Q2 2026.
  • IFP Advisors sold 48,279 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $2.43M.
  • WisdomTree Floating Rate Treasury Fund made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #346 holding.
  • IFP Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $59.8M in Q3 2023.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.