Israel Englander’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Israel Englander’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	-12,366	Closed	-$622K	–	6424
2025 Q4	$622K	Buy	+12,366	New	+$622K	﹤0.01%	4805
2025 Q3	–	Sell	-27,893	Closed	-$1.4M	–	6491
2025 Q2	$1.4M	Sell	27,893 -132,023	-83%	-$6.65M	﹤0.01%	4167
2025 Q1	$8.05M	Sell	159,916 -80,845	-34%	-$4.07M	﹤0.01%	2406
2024 Q4	$12.1M	Buy	240,761 +12,191	+5%	+$614K	0.01%	1990
2024 Q3	$11.5M	Buy	228,570 +62,875	+38%	+$3.17M	0.01%	2064
2024 Q2	$8.34M	Sell	165,695 -345,232	-68%	-$17.4M	﹤0.01%	2252
2024 Q1	$25.7M	Buy	510,927 +177,035	+53%	+$8.91M	0.01%	1336
2023 Q4	$16.8M	Sell	333,892 -31,443	-9%	-$1.58M	0.01%	1683
2023 Q3	$18.4M	Buy	365,335 +188,852	+107%	+$9.52M	0.01%	1505
2023 Q2	$8.88M	Buy	176,483 +81,793	+86%	+$4.12M	﹤0.01%	2137
2023 Q1	$4.76M	Sell	94,690 -18,476	-16%	-$930K	﹤0.01%	2644
2022 Q4	$5.69M	Buy	113,166 +69,412	+159%	+$3.49M	﹤0.01%	2697
2022 Q3	$2.2M	Buy	+43,754	New	+$2.2M	﹤0.01%	3652

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Israel Englander's USFR Position: Q1 2026 in Review

Israel Englander sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 12,366 shares — an estimated $622K sold.

Israel Englander first reported a position in USFR in Q3 2022 and held it in 13 quarters. The position peaked at $25.7M in Q1 2024. 603 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Israel Englander reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
Israel Englander sold 12,366 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $622K.
Israel Englander first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and held it in 13 quarters.
Israel Englander's WisdomTree Floating Rate Treasury Fund position peaked at $25.7M in Q1 2024.
603 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.