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

Kingswood Wealth Advisors’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	$2.51M	Sell	49,791 -15,442	-24%	-$778K	0.1%	221
2026 Q1	$3.28M	Buy	65,233 +27,808	+74%	+$1.4M	0.16%	153
2025 Q4	$1.88M	Buy	37,425 +26,117	+231%	+$1.31M	0.09%	224
2025 Q3	$568K	Buy	11,308 +5,937	+111%	+$299K	0.03%	449
2025 Q2	$270K	Buy	+5,371	New	+$271K	0.02%	604

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

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

Kingswood Wealth Advisors's USFR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 24% in Q2 2026, selling an estimated $778K and leaving 49,791 shares worth $2.51M. The position accounts for 0.1% of the portfolio, ranked #221.

Kingswood Wealth Advisors first reported a position in USFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.28M in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Kingswood Wealth Advisors held 49,791 shares of WisdomTree Floating Rate Treasury Fund worth $2.51M as of Q2 2026.
Kingswood Wealth Advisors sold 15,442 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $778K.
WisdomTree Floating Rate Treasury Fund made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #221 holding.
Kingswood Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and has held it in 5 quarters since.
Kingswood Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $3.28M in Q1 2026.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.