Miracle Mile Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Miracle Mile 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	$317K	Buy	+6,302	New	+$318K	﹤0.01%	784
2025 Q3	–	Sell	-7,389	Closed	-$372K	–	849
2025 Q2	$372K	Hold	7,389	–	–	0.01%	552
2025 Q1	$372K	Sell	7,389 -20,381	-73%	-$1.03M	0.01%	483
2024 Q4	$1.4M	Buy	27,770 +14,546	+110%	+$732K	0.03%	282
2024 Q3	$664K	Sell	13,224 -1,184	-8%	-$59.6K	0.02%	331
2024 Q2	$725K	Sell	14,408 -15,570	-52%	-$785K	0.02%	306
2024 Q1	$1.51M	Buy	29,978 +9,297	+45%	+$468K	0.04%	213
2023 Q4	$1.04M	Buy	20,681 +1,225	+6%	+$61.7K	0.03%	246
2023 Q3	$979K	Buy	19,456 +4,132	+27%	+$208K	0.03%	251
2023 Q2	$771K	Sell	15,324 -3,674	-19%	-$185K	0.02%	292
2023 Q1	$955K	Sell	18,998 -174,659	-90%	-$8.79M	0.03%	279
2022 Q4	$9.74M	Buy	+193,657	New	+$9.74M	0.33%	74

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

Miracle Mile Advisors's USFR Position: Q2 2026 in Review

Miracle Mile Advisors opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 6,302 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Miracle Mile Advisors previously reported a position in USFR as recently as Q2 2025.

Miracle Mile Advisors first reported a position in USFR in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.74M in Q4 2022. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Miracle Mile Advisors held 6,302 shares of WisdomTree Floating Rate Treasury Fund worth $317K as of Q2 2026.
WisdomTree Floating Rate Treasury Fund was a new Miracle Mile Advisors position in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Miracle Mile Advisors's portfolio in Q2 2026, its #784 holding.
Miracle Mile Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2022 and has held it in 12 quarters since.
Miracle Mile Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $9.74M in Q4 2022.
611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.