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Roble Belko & Company’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Roble Belko & Company’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 		– Sell
-21
Closed -$1K – 495
2026
Q1 		$1K Buy
21
+1
+5% +$50 ﹤0.01% 436
2025
Q4 		$1K Hold
20
– – ﹤0.01% 445
2025
Q3 		$1K Hold
20
– – ﹤0.01% 415
2025
Q2 		$1K Hold
20
– – ﹤0.01% 400
2025
Q1 		$1K Hold
20
– – ﹤0.01% 387
2024
Q4 		$1K Buy
20
+1
+5% +$50 ﹤0.01% 361
2024
Q3 		$1K Hold
19
– – ﹤0.01% 331
2024
Q2 		$1K Buy
+19
New +$958 ﹤0.01% 316

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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

Roble Belko & Company's USFR Position: Q2 2026 in Review

Roble Belko & Company sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 21 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in USFR in Q2 2024 and held it in 8 quarters. The position peaked at $1K in Q1 2026. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Roble Belko & Company reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Roble Belko & Company sold 21 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1K.
  • Roble Belko & Company first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2024 and held it in 8 quarters.
  • Roble Belko & Company's WisdomTree Floating Rate Treasury Fund position peaked at $1K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.