NFA
USFR icon

Northern Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Northern Financial 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 		$626K Buy
+12,437
New +$627K 0.41% 71

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

Northern Financial Advisors's USFR Position: Q2 2026 in Review

Northern Financial Advisors opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 12,437 shares worth $626K. The stake represents 0.41% of the portfolio and ranks #71 among its holdings.

405 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Northern Financial Advisors held 12,437 shares of WisdomTree Floating Rate Treasury Fund worth $626K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Northern Financial Advisors position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.41% of Northern Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • 405 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.