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 Q3	$1.68M	Buy	33,400 +2,999	+10%	+$151K	0.08%	238
2026 Q2	$1.53M	Sell	30,401 -1,492	-5%	-$75.2K	0.07%	249
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Serenus Wealth Advisors Santa Monica, California $561M AUM 13.62% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Integrated Advisors Network's USFR Position: Q3 2026 in Review

Integrated Advisors Network increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 9.9% in Q3 2026, buying an estimated $151K and bringing the position to 33,400 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #238.

Integrated Advisors Network first reported a position in USFR in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.18M in Q4 2022. 459 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

Integrated Advisors Network held 33,400 shares of WisdomTree Floating Rate Treasury Fund worth $1.68M as of Q3 2026.
Integrated Advisors Network bought 2,999 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $151K.
WisdomTree Floating Rate Treasury Fund made up 0.08% of Integrated Advisors Network's portfolio in Q3 2026, its #238 holding.
Integrated Advisors Network first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 19 quarters since.
Integrated Advisors Network's WisdomTree Floating Rate Treasury Fund position peaked at $3.18M in Q4 2022.
459 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.