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

Insight Wealth Strategies’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
Q3 		$263K Sell
5,210
-4,896
-48% -$247K 0.03% 173
2026
Q2 		$509K Buy
+10,106
New +$509K 0.05% 125

Other funds holding USFR

MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Insight Wealth Strategies's USFR Position: Q3 2026 in Review

Insight Wealth Strategies reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 48% in Q3 2026, selling an estimated $247K and leaving 5,210 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #173.

Insight Wealth Strategies first reported a position in USFR in Q2 2026 and has held it in 2 quarters since. The position peaked at $509K in Q2 2026. 30 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Insight Wealth Strategies held 5,210 shares of WisdomTree Floating Rate Treasury Fund worth $263K as of Q3 2026.
  • Insight Wealth Strategies sold 4,896 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $247K.
  • WisdomTree Floating Rate Treasury Fund made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #173 holding.
  • Insight Wealth Strategies first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's WisdomTree Floating Rate Treasury Fund position peaked at $509K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.