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

Riverchase 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	$234K	Sell	4,652 -4,046	-47%	-$204K	0.11%	75
2026 Q1	$438K	Sell	8,698 -18,692	-68%	-$942K	0.23%	56
2025 Q4	$1.38M	Sell	27,390 -14,047	-34%	-$707K	0.75%	23
2025 Q3	$2.08M	Sell	41,437 -2,769	-6%	-$139K	1.18%	19
2025 Q2	$2.22M	Sell	44,206 -6,955	-14%	-$350K	1.41%	13
2025 Q1	$2.57M	Buy	51,161 +293	+0.6%	+$14.8K	1.8%	10
2024 Q4	$2.56M	Buy	+50,868	New	+$2.56M	1.91%	8

Other funds holding USFR

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Riverchase Wealth Management reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 47% in Q2 2026, selling an estimated $204K and leaving 4,652 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #75.

Riverchase Wealth Management first reported a position in USFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q1 2025. 200 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Riverchase Wealth Management held 4,652 shares of WisdomTree Floating Rate Treasury Fund worth $234K as of Q2 2026.
Riverchase Wealth Management sold 4,046 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $204K.
WisdomTree Floating Rate Treasury Fund made up 0.11% of Riverchase Wealth Management's portfolio in Q2 2026, its #75 holding.
Riverchase Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 7 quarters since.
Riverchase Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $2.57M in Q1 2025.
200 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.