KFG
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Kingdom Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Kingdom Financial Group’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 		$18.5K Sell
368
-2,548
-87% -$128K ﹤0.01% 389
2026
Q1 		$147K Sell
2,916
-1,499
-34% -$75.5K 0.04% 178
2025
Q4 		$222K Buy
+4,415
New +$222K 0.07% 141

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LPL Financial
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingdom Financial Group's USFR Position: Q2 2026 in Review

Kingdom Financial Group reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 87% in Q2 2026, selling an estimated $128K and leaving 368 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Kingdom Financial Group first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q4 2025. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Kingdom Financial Group held 368 shares of WisdomTree Floating Rate Treasury Fund worth $18.5K as of Q2 2026.
  • Kingdom Financial Group sold 2,548 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $128K.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #389 holding.
  • Kingdom Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $222K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.