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

Independent Wealth Network’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 		– Sell
-8,358
Closed -$421K – 358
2026
Q1 		$421K Sell
8,358
-20
-0.2% -$1.01K 0.13% 182
2025
Q4 		$422K Hold
8,378
– – 0.13% 171
2025
Q3 		$421K Sell
8,378
-1,723
-17% -$86.8K 0.14% 172
2025
Q2 		$508K Sell
10,101
-27
-0.3% -$1.36K 0.18% 138
2025
Q1 		$510K Hold
10,128
– – 0.2% 125
2024
Q4 		$510K Sell
10,128
-85
-0.8% -$4.28K 0.21% 123
2024
Q3 		$513K Buy
10,213
+34
+0.3% +$1.71K 0.23% 115
2024
Q2 		$512K Sell
10,179
-204
-2% -$10.3K 0.24% 110
2024
Q1 		$522K Buy
10,383
+5,512
+113% +$277K 0.24% 113
2023
Q4 		$245K Sell
4,871
-179
-4% -$9.02K 0.13% 168
2023
Q3 		$254K Sell
5,050
-64
-1% -$3.23K 0.16% 157
2023
Q2 		$257K Hold
5,114
– – 0.15% 162
2023
Q1 		$257K Buy
5,114
+200
+4% +$10.1K 0.16% 148
2022
Q4 		$247K Sell
4,914
-49
-1% -$2.46K 0.17% 146
2022
Q3 		$250K Buy
4,963
+396
+9% +$19.9K 0.2% 138
2022
Q2 		$230K Buy
+4,567
New +$230K 0.17% 154

Other funds holding USFR

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Independent Wealth Network sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 8,358 shares — an estimated $421K sold.

Independent Wealth Network first reported a position in USFR in Q2 2022 and held it in 16 quarters. The position peaked at $522K in Q1 2024. 225 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Independent Wealth Network reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Network sold 8,358 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $421K.
  • Independent Wealth Network first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 16 quarters.
  • Independent Wealth Network's WisdomTree Floating Rate Treasury Fund position peaked at $522K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.