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

Insight 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 		– Sell
-5,898
Closed -$297K – 286
2025
Q4 		$297K Sell
5,898
-65
-1% -$3.27K 0.04% 217
2025
Q3 		$300K Sell
5,963
-73
-1% -$3.68K 0.05% 211
2025
Q2 		$304K Sell
6,036
-12,058
-67% -$607K 0.05% 215
2025
Q1 		$911K Sell
18,094
-11,597
-39% -$585K 0.16% 92
2024
Q4 		$1.49M Buy
29,691
+4,259
+17% +$214K 0.25% 64
2024
Q3 		$1.28M Buy
25,432
+2,634
+12% +$133K 0.22% 74
2024
Q2 		$1.15M Buy
22,798
+5,805
+34% +$293K 0.21% 77
2024
Q1 		$855K Buy
16,993
+7,535
+80% +$379K 0.16% 101
2023
Q4 		$475K Sell
9,458
-284
-3% -$14.3K 0.1% 151
2023
Q3 		$490K Sell
9,742
-101
-1% -$5.09K 0.11% 141
2023
Q2 		$495K Sell
9,843
-261
-3% -$13.1K 0.11% 140
2023
Q1 		$508K Sell
10,104
-58
-0.6% -$2.92K 0.12% 137
2022
Q4 		$511K Buy
10,162
+214
+2% +$10.8K 0.18% 151
2022
Q3 		$500K Sell
9,948
-1
-0% -$50 0.2% 132
2022
Q2 		$500K Sell
9,949
-348
-3% -$17.5K 0.17% 151
2022
Q1 		$518K Buy
+10,297
New +$517K 0.16% 168

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

Insight Advisors's USFR Position: Q1 2026 in Review

Insight Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 5,898 shares — an estimated $297K sold.

Insight Advisors first reported a position in USFR in Q1 2022 and held it in 16 quarters. The position peaked at $1.49M in Q4 2024. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Insight Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 5,898 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $297K.
  • Insight Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and held it in 16 quarters.
  • Insight Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $1.49M in Q4 2024.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.