Sage Private Wealth Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sage Private Wealth 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 Q2	$241K	Buy	4,783 +22	+0.5%	+$1.11K	0.11%	94
2026 Q1	$240K	Buy	4,761 +92	+2%	+$4.64K	0.12%	88
2025 Q4	$235K	Buy	+4,669	New	+$235K	0.13%	85

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

Sage Private Wealth Group's USFR Position: Q2 2026 in Review

Sage Private Wealth Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 0.46% in Q2 2026, buying an estimated $1.11K and bringing the position to 4,783 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #94.

Sage Private Wealth Group first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Sage Private Wealth Group held 4,783 shares of WisdomTree Floating Rate Treasury Fund worth $241K as of Q2 2026.
Sage Private Wealth Group bought 22 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.11K.
WisdomTree Floating Rate Treasury Fund made up 0.11% of Sage Private Wealth Group's portfolio in Q2 2026, its #94 holding.
Sage Private Wealth Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.