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

Integrated Advisors 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
Q1 		$1.61M Buy
31,893
+2,844
+10% +$143K 0.08% 237
2025
Q4 		$1.46M Sell
29,049
-2,361
-8% -$119K 0.06% 279
2025
Q3 		$1.58M Buy
31,410
+986
+3% +$49.7K 0.07% 279
2025
Q2 		$1.53M Sell
30,424
-9,821
-24% -$495K 0.07% 283
2025
Q1 		$2.03M Buy
40,245
+4,280
+12% +$216K 0.1% 203
2024
Q4 		$1.81M Buy
35,965
+1,258
+4% +$63.3K 0.09% 219
2024
Q3 		$1.74M Sell
34,707
-2,650
-7% -$133K 0.08% 232
2024
Q2 		$1.88M Sell
37,357
-3,393
-8% -$171K 0.1% 206
2024
Q1 		$2.05M Sell
40,750
-9,967
-20% -$502K 0.1% 206
2023
Q4 		$2.55M Sell
50,717
-2,976
-6% -$150K 0.14% 180
2023
Q3 		$2.7M Buy
53,693
+563
+1% +$28.4K 0.17% 162
2023
Q2 		$2.67M Sell
53,130
-1,035
-2% -$52.1K 0.15% 167
2023
Q1 		$2.72M Sell
54,165
-9,037
-14% -$455K 0.16% 150
2022
Q4 		$3.18M Buy
63,202
+53,538
+554% +$2.69M 0.2% 141
2022
Q3 		$486K Buy
9,664
+1,000
+12% +$50.3K 0.03% 403
2022
Q2 		$436K Buy
8,664
+4,014
+86% +$202K 0.03% 452
2022
Q1 		$234K Buy
+4,650
New +$234K 0.01% 601

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

Integrated Advisors Network's USFR Position: Q1 2026 in Review

Integrated Advisors Network increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 9.8% in Q1 2026, buying an estimated $143K and bringing the position to 31,893 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #237.

Integrated Advisors Network first reported a position in USFR in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.18M in Q4 2022. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Integrated Advisors Network held 31,893 shares of WisdomTree Floating Rate Treasury Fund worth $1.61M as of Q1 2026.
  • Integrated Advisors Network bought 2,844 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $143K.
  • WisdomTree Floating Rate Treasury Fund made up 0.08% of Integrated Advisors Network's portfolio in Q1 2026, its #237 holding.
  • Integrated Advisors Network first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 17 quarters since.
  • Integrated Advisors Network's WisdomTree Floating Rate Treasury Fund position peaked at $3.18M in Q4 2022.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.