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

Independent Wealth 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 		$5.18M Sell
102,783
-8,751
-8% -$441K 4.68% 6
2026
Q1 		$5.61M Sell
111,534
-25,326
-19% -$1.28M 5.51% 4
2025
Q4 		$6.89M Buy
+136,860
New +$6.89M 7.19% 2

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

Independent Wealth Advisors's USFR Position: Q2 2026 in Review

Independent Wealth Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 7.8% in Q2 2026, selling an estimated $441K and leaving 102,783 shares worth $5.18M. The position accounts for 4.68% of the portfolio, ranked #6.

Independent Wealth Advisors first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.89M in Q4 2025. 610 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Independent Wealth Advisors held 102,783 shares of WisdomTree Floating Rate Treasury Fund worth $5.18M as of Q2 2026.
  • Independent Wealth Advisors sold 8,751 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $441K.
  • WisdomTree Floating Rate Treasury Fund made up 4.68% of Independent Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Independent Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • Independent Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $6.89M in Q4 2025.
  • 610 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.