MWM
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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
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

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

Mosley Wealth Management's USFR Position: Q2 2026 in Review

Mosley Wealth Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 1,796% in Q2 2026, buying an estimated $11.9M and bringing the position to 248,652 shares worth $12.5M. The position accounts for 3.98% of the portfolio, ranked #4.

Mosley Wealth Management first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. 397 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Mosley Wealth Management held 248,652 shares of WisdomTree Floating Rate Treasury Fund worth $12.5M as of Q2 2026.
  • Mosley Wealth Management bought 235,540 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $11.9M.
  • WisdomTree Floating Rate Treasury Fund made up 3.98% of Mosley Wealth Management's portfolio in Q2 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 3 quarters since.
  • 397 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.