Keyvantage Wealth’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Keyvantage Wealth’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	$209K	Buy	+4,143	New	+$209K	0.08%	95

Other funds holding USFR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Keyvantage Wealth's USFR Position: Q3 2026 in Review

Keyvantage Wealth opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026: 4,143 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings.

570 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

Keyvantage Wealth held 4,143 shares of WisdomTree Floating Rate Treasury Fund worth $209K as of Q3 2026.
WisdomTree Floating Rate Treasury Fund was a new Keyvantage Wealth position in Q3 2026.
WisdomTree Floating Rate Treasury Fund made up 0.08% of Keyvantage Wealth's portfolio in Q3 2026, its #95 holding.
570 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Keyvantage Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.