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

Plante Moran 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	$46.5K	Buy	+923	New	+$46.5K	﹤0.01%	362
2025 Q1	–	Sell	-68	Closed	-$3.42K	–	969
2024 Q4	$3.42K	Hold	68	–	–	﹤0.01%	737
2024 Q3	$3.42K	Buy	+68	New	+$3.42K	﹤0.01%	719
2023 Q4	–	Sell	-557	Closed	-$28K	–	885
2023 Q3	$28K	Buy	+557	New	+$28.1K	﹤0.01%	377

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plante Moran Financial Advisors's USFR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 923 shares worth $46.5K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in USFR as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in USFR in Q3 2023 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Plante Moran Financial Advisors held 923 shares of WisdomTree Floating Rate Treasury Fund worth $46.5K as of Q2 2026.
WisdomTree Floating Rate Treasury Fund was a new Plante Moran Financial Advisors position in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #362 holding.
Plante Moran Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and has held it in 4 quarters since.
610 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.