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Onyx Bridge Wealth Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Onyx Bridge Wealth 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
Q2 		$1.59M Sell
31,603
-12,865
-29% -$648K 0.14% 122
2026
Q1 		$2.24M Buy
44,468
+14,257
+47% +$718K 0.24% 87
2025
Q4 		$1.52M Sell
30,211
-2,092
-6% -$105K 0.16% 110
2025
Q3 		$1.62M Buy
+32,303
New +$1.63M 0.18% 99

Other funds holding USFR

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Onyx Bridge Wealth Group's USFR Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 29% in Q2 2026, selling an estimated $648K and leaving 31,603 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #122.

Onyx Bridge Wealth Group first reported a position in USFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.24M in Q1 2026. 251 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Onyx Bridge Wealth Group held 31,603 shares of WisdomTree Floating Rate Treasury Fund worth $1.59M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 12,865 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $648K.
  • WisdomTree Floating Rate Treasury Fund made up 0.14% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #122 holding.
  • Onyx Bridge Wealth Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's WisdomTree Floating Rate Treasury Fund position peaked at $2.24M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.