Safeguard Investment Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Safeguard Investment Advisory Group’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 Q1	–	Sell	-17,617	Closed	-$886K	–	157
2025 Q4	$886K	Sell	17,617 -22,889	-57%	-$1.15M	0.23%	46
2025 Q3	$2.04M	Buy	40,506 +1,061	+3%	+$53.4K	0.51%	22
2025 Q2	$1.98M	Buy	39,445 +26,564	+206%	+$1.34M	0.5%	23
2025 Q1	$648K	Buy	+12,881	New	+$649K	0.18%	58

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Safeguard Investment Advisory Group's USFR Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 17,617 shares — an estimated $886K sold.

Safeguard Investment Advisory Group first reported a position in USFR in Q1 2025 and held it in 4 quarters. The position peaked at $2.04M in Q3 2025. 603 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Safeguard Investment Advisory Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
Safeguard Investment Advisory Group sold 17,617 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $886K.
Safeguard Investment Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and held it in 4 quarters.
Safeguard Investment Advisory Group's WisdomTree Floating Rate Treasury Fund position peaked at $2.04M in Q3 2025.
603 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.