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Opus Financial Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Opus Financial Solutions’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 		$755K Buy
15,000
+2,304
+18% +$116K 0.61% 42
2026
Q1 		$639K Sell
12,696
-1,004
-7% -$50.6K 0.6% 41
2025
Q4 		$689K Buy
+13,700
New +$690K 0.65% 39

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Opus Financial Solutions's USFR Position: Q2 2026 in Review

Opus Financial Solutions increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 18% in Q2 2026, buying an estimated $116K and bringing the position to 15,000 shares worth $755K. The position accounts for 0.61% of the portfolio, ranked #42.

Opus Financial Solutions first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Opus Financial Solutions held 15,000 shares of WisdomTree Floating Rate Treasury Fund worth $755K as of Q2 2026.
  • Opus Financial Solutions bought 2,304 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $116K.
  • WisdomTree Floating Rate Treasury Fund made up 0.61% of Opus Financial Solutions's portfolio in Q2 2026, its #42 holding.
  • Opus Financial Solutions first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.