Northstar Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Northstar Group’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	$1.64M	Buy	+32,595	New	+$1.64M	0.21%	58

Other funds holding USFR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Serenus Wealth Advisors Santa Monica, California $561M AUM 13.62% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Northstar Group's USFR Position: Q3 2026 in Review

Northstar Group opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026: 32,595 shares worth $1.64M. The stake represents 0.21% of the portfolio and ranks #58 among its holdings.

459 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

Northstar Group held 32,595 shares of WisdomTree Floating Rate Treasury Fund worth $1.64M as of Q3 2026.
WisdomTree Floating Rate Treasury Fund was a new Northstar Group position in Q3 2026.
WisdomTree Floating Rate Treasury Fund made up 0.21% of Northstar Group's portfolio in Q3 2026, its #58 holding.
459 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Northstar Group's 13F filing for Q3 2026, filed 10 Nov 2026.