Mosley Wealth Management
USFR icon

Mosley Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Mosley Wealth Management’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
Q3 		$13.5M Buy
267,672
+19,020
+8% +$959K 3.93% 4
2026
Q2 		$12.5M Buy
248,652
+235,540
+1,796% +$11.9M 3.98% 4
2026
Q1 		$659K Sell
13,112
-4,042
-24% -$204K 0.3% 72
2025
Q4 		$863K Buy
+17,154
New +$863K 0.4% 60

Other funds holding USFR

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BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Mosley Wealth Management's USFR Position: Q3 2026 in Review

Mosley Wealth Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 7.6% in Q3 2026, buying an estimated $959K and bringing the position to 267,672 shares worth $13.5M. The position accounts for 3.93% of the portfolio, ranked #4.

Mosley Wealth Management first reported a position in USFR in Q4 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Mosley Wealth Management held 267,672 shares of WisdomTree Floating Rate Treasury Fund worth $13.5M as of Q3 2026.
  • Mosley Wealth Management bought 19,020 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $959K.
  • WisdomTree Floating Rate Treasury Fund made up 3.93% of Mosley Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Mosley Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.