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Peck Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Peck 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 		$4.56M Buy
90,481
+62,956
+229% +$3.17M 3.84% 3
2026
Q1 		$1.39M Buy
+27,525
New +$1.39M 1.39% 26
2025
Q4 		– Sell
-7,462
Closed -$375K – 138
2025
Q3 		$375K Buy
+7,462
New +$376K 0.36% 50

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

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

Peck Wealth Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 229% in Q2 2026, buying an estimated $3.17M and bringing the position to 90,481 shares worth $4.56M. The position accounts for 3.84% of the portfolio, ranked #3.

Peck Wealth Management first reported a position in USFR in Q3 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Peck Wealth Management held 90,481 shares of WisdomTree Floating Rate Treasury Fund worth $4.56M as of Q2 2026.
  • Peck Wealth Management bought 62,956 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $3.17M.
  • WisdomTree Floating Rate Treasury Fund made up 3.84% of Peck Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Peck Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.