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

Professional 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
Q3 		$1.24M Buy
24,562
+14,051
+134% +$709K 0.21% 72
2026
Q2 		$529K Sell
10,511
-781
-7% -$39.4K 0.09% 90
2026
Q1 		$568K Sell
11,292
-38,280
-77% -$1.93M 0.12% 91
2025
Q4 		$2.49M Buy
49,572
+3,272
+7% +$165K 0.51% 34
2025
Q3 		$2.33M Sell
46,300
-5,484
-11% -$276K 0.49% 36
2025
Q2 		$2.61M Buy
51,784
+15,196
+42% +$765K 0.6% 29
2025
Q1 		$1.84M Sell
36,588
-12,938
-26% -$652K 0.47% 36
2024
Q4 		$2.49M Buy
49,526
+17,378
+54% +$875K 0.64% 27
2024
Q3 		$1.61M Sell
32,148
-10,993
-25% -$553K 0.42% 39
2024
Q2 		$2.17M Sell
43,141
-8,952
-17% -$451K 0.6% 27
2024
Q1 		$2.62M Sell
52,093
-13,335
-20% -$671K 0.75% 21
2023
Q4 		$3.29M Buy
65,428
+7,313
+13% +$368K 1.09% 14
2023
Q3 		$2.92M Buy
+58,115
New +$2.93M 1.32% 15
2022
Q4 		– Sell
-367
Closed -$18K – 438
2022
Q3 		$18K Buy
367
+2
+0.5% +$101 0.01% 240
2022
Q2 		$18K Buy
+365
New +$18.4K 0.01% 241

Other funds holding USFR

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Professional Financial Advisors's USFR Position: Q3 2026 in Review

Professional Financial Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 134% in Q3 2026, buying an estimated $709K and bringing the position to 24,562 shares worth $1.24M. The position accounts for 0.21% of the portfolio, ranked #72.

Professional Financial Advisors first reported a position in USFR in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.29M in Q4 2023. 69 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Professional Financial Advisors held 24,562 shares of WisdomTree Floating Rate Treasury Fund worth $1.24M as of Q3 2026.
  • Professional Financial Advisors bought 14,051 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $709K.
  • WisdomTree Floating Rate Treasury Fund made up 0.21% of Professional Financial Advisors's portfolio in Q3 2026, its #72 holding.
  • Professional Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and has held it in 15 quarters since.
  • Professional Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $3.29M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.