KWM
USFR icon

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

Kingsview Wealth Management’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 		$6.86M Sell
136,174
-667
-0.5% -$33.6K 0.08% 223
2026
Q1 		$6.89M Sell
136,841
-1,332
-1% -$67.1K 0.09% 226
2025
Q4 		$6.95M Sell
138,173
-5,473
-4% -$275K 0.1% 205
2025
Q3 		$7.22M Sell
143,646
-953
-0.7% -$48K 0.11% 194
2025
Q2 		$7.27M Sell
144,599
-24,735
-15% -$1.25M 0.12% 177
2025
Q1 		$8.52M Sell
169,334
-1,257
-0.7% -$63.4K 0.16% 143
2024
Q4 		$8.58M Sell
170,591
-670
-0.4% -$33.7K 0.17% 132
2024
Q3 		$8.6M Sell
171,261
-119,860
-41% -$6.03M 0.18% 120
2024
Q2 		$14.6M Sell
291,121
-10,248
-3% -$516K 0.35% 54
2024
Q1 		$15.2M Buy
301,369
+60,727
+25% +$3.06M 0.38% 49
2023
Q4 		$12.1M Buy
240,642
+1,490
+0.6% +$75K 0.36% 60
2023
Q3 		$12M Buy
239,152
+35,664
+18% +$1.8M 0.43% 50
2023
Q2 		$10.2M Buy
203,488
+130,255
+178% +$6.56M 0.4% 53
2023
Q1 		$3.68M Sell
73,233
-23,852
-25% -$1.2M 0.15% 145
2022
Q4 		$4.88M Buy
97,085
+54,153
+126% +$2.72M 0.21% 117
2022
Q3 		$2.16M Buy
42,932
+12,900
+43% +$649K 0.1% 217
2022
Q2 		$1.51M Hold
30,032
– – 0.07% 268
2022
Q1 		$1.51M Buy
+30,032
New +$1.51M 0.07% 293

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Kingsview Wealth Management's USFR Position: Q2 2026 in Review

Kingsview Wealth Management reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 0.49% in Q2 2026, selling an estimated $33.6K and leaving 136,174 shares worth $6.86M. The position accounts for 0.08% of the portfolio, ranked #223.

Kingsview Wealth Management first reported a position in USFR in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.2M in Q1 2024. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Kingsview Wealth Management held 136,174 shares of WisdomTree Floating Rate Treasury Fund worth $6.86M as of Q2 2026.
  • Kingsview Wealth Management sold 667 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $33.6K.
  • WisdomTree Floating Rate Treasury Fund made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Kingsview Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 18 quarters since.
  • Kingsview Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $15.2M in Q1 2024.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.