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Luts & Greenleigh Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Luts & Greenleigh 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 		$272K Hold
5,398
– – 0.21% 82
2026
Q1 		$272K Buy
+5,398
New +$272K 0.22% 72

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

Luts & Greenleigh Group's USFR Position: Q2 2026 in Review

Luts & Greenleigh Group held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 5,398 shares worth $272K. The position accounts for 0.21% of the portfolio, ranked #82.

Luts & Greenleigh Group first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Luts & Greenleigh Group held 5,398 shares of WisdomTree Floating Rate Treasury Fund worth $272K as of Q2 2026.
  • Luts & Greenleigh Group left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.21% of Luts & Greenleigh Group's portfolio in Q2 2026, its #82 holding.
  • Luts & Greenleigh Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.