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

Medallion 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	$2.27K	Buy	45 +5	+13%	+$252	﹤0.01%	960
2026 Q1	$2.01K	Hold	40	–	–	﹤0.01%	999
2025 Q4	$2.01K	Hold	40	–	–	﹤0.01%	991
2025 Q3	$2.01K	Sell	40 -17	-30%	-$856	﹤0.01%	977
2025 Q2	$2.87K	Buy	+57	New	+$2.87K	﹤0.01%	917

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

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

Medallion Wealth Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 13% in Q2 2026, buying an estimated $252 and bringing the position to 45 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Medallion Wealth Advisors first reported a position in USFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.87K in Q2 2025. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Medallion Wealth Advisors held 45 shares of WisdomTree Floating Rate Treasury Fund worth $2.27K as of Q2 2026.
Medallion Wealth Advisors bought 5 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $252.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #960 holding.
Medallion Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and has held it in 5 quarters since.
Medallion Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $2.87K in Q2 2025.
613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.