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

Merkkuri 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 		– Sell
-1,396
Closed -$70.3K – 337
2026
Q1 		$70.3K Buy
+1,396
New +$70.3K 0.05% 112

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NW
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Raymond James Financial
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BW
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UBS Group
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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Merkkuri Wealth Advisors's USFR Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 1,396 shares — an estimated $70.3K sold.

Merkkuri Wealth Advisors first reported a position in USFR in Q1 2026 and held it in 1 quarter. The position peaked at $70.3K in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 1,396 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $70.3K.
  • Merkkuri Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $70.3K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.