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

Resurgent 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	$1.43M	Sell	28,306 -7,961	-22%	-$401K	0.4%	57
2026 Q1	$1.83M	Sell	36,267 -304	-0.8%	-$15.3K	0.66%	33
2025 Q4	$1.84M	Buy	36,571 +370	+1%	+$18.6K	0.92%	20
2025 Q3	$1.82M	Buy	36,201 +12,173	+51%	+$613K	0.89%	23
2025 Q2	$1.21M	Buy	24,028 +5,860	+32%	+$295K	0.66%	40
2025 Q1	$914K	Buy	18,168 +5,009	+38%	+$252K	0.55%	49
2024 Q4	$662K	Buy	13,159 +3,194	+32%	+$161K	0.39%	70
2024 Q3	$500K	Buy	+9,965	New	+$502K	0.29%	99
2024 Q1	–	Sell	-7,681	Closed	-$386K	–	460
2023 Q4	$386K	Buy	7,681 +1,928	+34%	+$97.1K	0.24%	113
2023 Q3	$290K	Buy	+5,753	New	+$290K	0.2%	115

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

Resurgent Financial Advisors's USFR Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 22% in Q2 2026, selling an estimated $401K and leaving 28,306 shares worth $1.43M. The position accounts for 0.4% of the portfolio, ranked #57.

Resurgent Financial Advisors first reported a position in USFR in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q4 2025. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Resurgent Financial Advisors held 28,306 shares of WisdomTree Floating Rate Treasury Fund worth $1.43M as of Q2 2026.
Resurgent Financial Advisors sold 7,961 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $401K.
WisdomTree Floating Rate Treasury Fund made up 0.4% of Resurgent Financial Advisors's portfolio in Q2 2026, its #57 holding.
Resurgent Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and has held it in 10 quarters since.
Resurgent Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $1.84M in Q4 2025.
611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.