MIG
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McGuire Investment Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

McGuire Investment 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 		$47.7M Buy
947,852
+52,773
+6% +$2.66M 4.18% 5
2026
Q1 		$45.1M Buy
895,079
+108,513
+14% +$5.47M 5.09% 2
2025
Q4 		$39.6M Buy
786,566
+171,267
+28% +$8.62M 4.23% 4
2025
Q3 		$30.9M Sell
615,299
-392
-0.1% -$19.7K 3.5% 6
2025
Q2 		$31M Sell
615,691
-19,122
-3% -$963K 3.96% 4
2025
Q1 		$32M Buy
634,813
+108,187
+21% +$5.45M 4.75% 3
2024
Q4 		$26.5M Sell
526,626
-231
-0% -$11.6K 3.83% 4
2024
Q3 		$26.5M Buy
526,857
+2,838
+0.5% +$143K 3.73% 5
2024
Q2 		$26.4M Buy
524,019
+31,876
+6% +$1.61M 3.78% 6
2024
Q1 		$24.7M Buy
492,143
+195,030
+66% +$9.82M 3.62% 6
2023
Q4 		$14.9M Buy
297,113
+3,507
+1% +$177K 2.49% 15
2023
Q3 		$14.8M Buy
293,606
+43,978
+18% +$2.22M 2.85% 12
2023
Q2 		$12.6M Buy
249,628
+23,638
+10% +$1.19M 2.34% 15
2023
Q1 		$11.4M Buy
225,990
+18,755
+9% +$944K 2.26% 15
2022
Q4 		$10.4M Buy
207,235
+14,822
+8% +$746K 2.25% 16
2022
Q3 		$9.68M Buy
192,413
+12,833
+7% +$646K 2.2% 15
2022
Q2 		$9.04M Buy
179,580
+3,532
+2% +$178K 1.95% 21
2022
Q1 		$8.85M Buy
+176,048
New +$8.85M 1.62% 24

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

McGuire Investment Group's USFR Position: Q2 2026 in Review

McGuire Investment Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 5.9% in Q2 2026, buying an estimated $2.66M and bringing the position to 947,852 shares worth $47.7M. The position accounts for 4.18% of the portfolio, ranked #5.

McGuire Investment Group first reported a position in USFR in Q1 2022 and has held it in 18 quarters since. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • McGuire Investment Group held 947,852 shares of WisdomTree Floating Rate Treasury Fund worth $47.7M as of Q2 2026.
  • McGuire Investment Group bought 52,773 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $2.66M.
  • WisdomTree Floating Rate Treasury Fund made up 4.18% of McGuire Investment Group's portfolio in Q2 2026, its #5 holding.
  • McGuire Investment Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 18 quarters since.
  • 613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.