SPWG
USFR icon

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

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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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. 467 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.
  • 467 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.