MML Investors Services
USFR icon

MML Investors Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

MML Investors Services’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 		$18.1M Buy
359,103
+46,242
+15% +$2.33M 0.04% 437
2026
Q1 		$15.7M Sell
312,861
-12,660
-4% -$638K 0.04% 399
2025
Q4 		$16.4M Buy
325,521
+59,023
+22% +$2.97M 0.04% 411
2025
Q3 		$13.4M Buy
266,498
+44,215
+20% +$2.23M 0.04% 455
2025
Q2 		$11.2M Buy
222,283
+24,221
+12% +$1.22M 0.03% 484
2025
Q1 		$9.97M Buy
198,062
+30,630
+18% +$1.54M 0.03% 470
2024
Q4 		$8.43M Buy
167,432
+22,976
+16% +$1.16M 0.03% 499
2024
Q3 		$7.25M Sell
144,456
-136,178
-49% -$6.86M 0.03% 548
2024
Q2 		$14.1M Buy
280,634
+38,754
+16% +$1.95M 0.06% 313
2024
Q1 		$12.2M Buy
241,880
+90,049
+59% +$4.53M 0.05% 356
2023
Q4 		$7.63M Sell
151,831
-520
-0.3% -$26.2K 0.04% 459
2023
Q3 		$7.67M Sell
152,351
-298,519
-66% -$15M 0.04% 388
2023
Q2 		$22.7M Buy
450,870
+27,352
+6% +$1.38M 0.13% 187
2023
Q1 		$21.3M Buy
423,518
+83,309
+24% +$4.19M 0.15% 150
2022
Q4 		$17.1M Buy
340,209
+34,903
+11% +$1.76M 0.11% 211
2022
Q3 		$15.4M Buy
305,306
+9,041
+3% +$455K 0.12% 194
2022
Q2 		$14.9M Buy
296,265
+149,398
+102% +$7.52M 0.11% 205
2022
Q1 		$7.38M Buy
+146,867
New +$7.38M 0.05% 338

Other funds holding USFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 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

MML Investors Services's USFR Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 15% in Q2 2026, buying an estimated $2.33M and bringing the position to 359,103 shares worth $18.1M. The position accounts for 0.04% of the portfolio, ranked #437.

MML Investors Services first reported a position in USFR in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.7M in Q2 2023. 405 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • MML Investors Services held 359,103 shares of WisdomTree Floating Rate Treasury Fund worth $18.1M as of Q2 2026.
  • MML Investors Services bought 46,242 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $2.33M.
  • WisdomTree Floating Rate Treasury Fund made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #437 holding.
  • MML Investors Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 18 quarters since.
  • MML Investors Services's WisdomTree Floating Rate Treasury Fund position peaked at $22.7M in Q2 2023.
  • 405 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.