Johnson Financial Group Inc (Wisconsin)’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$186K	Hold	3,697	–	–	0.01%	320
2026 Q1	$186K	Buy	3,697 +117	+3%	+$5.9K	0.01%	328
2025 Q4	$180K	Hold	3,580	–	–	0.01%	336
2025 Q3	$180K	Hold	3,580	–	–	0.01%	367
2025 Q2	$180K	Hold	3,580	–	–	0.01%	319
2025 Q1	$180K	Hold	3,580	–	–	0.01%	371
2024 Q4	$180K	Hold	3,580	–	–	0.01%	306
2024 Q3	$180K	Hold	3,580	–	–	0.01%	369
2024 Q2	$180K	Hold	3,580	–	–	0.01%	324
2024 Q1	$180K	Hold	3,580	–	–	0.01%	306
2023 Q4	$180K	Buy	+3,580	New	+$180K	0.01%	304

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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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s USFR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 3,697 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #320.

Johnson Financial Group Inc (Wisconsin) first reported a position in USFR in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 3,697 shares of WisdomTree Floating Rate Treasury Fund worth $186K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #320 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 11 quarters since.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.