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MassMutual Private Wealth & Trust’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

MassMutual Private Wealth & Trust’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
-1,700
Closed -$85.6K – 2499
2026
Q1 		$85.6K Hold
1,700
– – ﹤0.01% 609
2025
Q4 		$85.5K Sell
1,700
-142
-8% -$7.15K ﹤0.01% 631
2025
Q3 		$92.6K Hold
1,842
– – ﹤0.01% 621
2025
Q2 		$92.7K Buy
+1,842
New +$92.8K ﹤0.01% 611
2025
Q1 		– Sell
-200
Closed -$10.1K – 2494
2024
Q4 		$10.1K Buy
+200
New +$10.1K ﹤0.01% 1259

Other funds holding USFR

BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

MassMutual Private Wealth & Trust's USFR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 1,700 shares — an estimated $85.6K sold.

MassMutual Private Wealth & Trust first reported a position in USFR in Q4 2024 and held it in 5 quarters. The position peaked at $92.7K in Q2 2025. 322 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,700 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $85.6K.
  • MassMutual Private Wealth & Trust first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 5 quarters.
  • MassMutual Private Wealth & Trust's WisdomTree Floating Rate Treasury Fund position peaked at $92.7K in Q2 2025.
  • 322 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.