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Prime Capital Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Prime Capital Investment 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 		$9.71M Buy
192,766
+54,204
+39% +$2.73M 0.09% 159
2026
Q1 		$6.98M Buy
+138,562
New +$6.98M 0.08% 185

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

Prime Capital Investment Advisors's USFR Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 39% in Q2 2026, buying an estimated $2.73M and bringing the position to 192,766 shares worth $9.71M. The position accounts for 0.09% of the portfolio, ranked #159.

Prime Capital Investment Advisors first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Prime Capital Investment Advisors held 192,766 shares of WisdomTree Floating Rate Treasury Fund worth $9.71M as of Q2 2026.
  • Prime Capital Investment Advisors bought 54,204 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $2.73M.
  • WisdomTree Floating Rate Treasury Fund made up 0.09% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Prime Capital Investment Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.