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

LFG Wealth Partners’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 		– Sell
-3,984
Closed -$201K – 113
2026
Q1 		$201K Buy
+3,984
New +$201K 0.12% 89

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NW
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BW
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LFG Wealth Partners's USFR Position: Q2 2026 in Review

LFG Wealth Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 3,984 shares — an estimated $201K sold.

LFG Wealth Partners first reported a position in USFR in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • LFG Wealth Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • LFG Wealth Partners sold 3,984 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $201K.
  • LFG Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and held it in 1 quarter.
  • LFG Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $201K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.