IFWM
USFR icon

Institute for Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Institute for Wealth Management’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 		$12.6K Buy
+250
New +$12.6K ﹤0.01% 1263

Other funds holding USFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Institute for Wealth Management's USFR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 250 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings.

435 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Institute for Wealth Management held 250 shares of WisdomTree Floating Rate Treasury Fund worth $12.6K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1263 holding.
  • 435 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.