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

SageView 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
-1,000
Closed -$50.3K – 2325
2025
Q4 		$50.3K Buy
+1,000
New +$50.3K ﹤0.01% 1074
2024
Q1 		– Sell
-19,973
Closed -$1M – 815
2023
Q4 		$1M Buy
+19,973
New +$1.01M 0.04% 249

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's USFR Position: Q1 2026 in Review

SageView Advisory Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 1,000 shares — an estimated $50.3K sold.

SageView Advisory Group first reported a position in USFR in Q4 2023 and held it in 2 quarters. The position peaked at $1M in Q4 2023. 604 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • SageView Advisory Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,000 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $50.3K.
  • SageView Advisory Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 2 quarters.
  • SageView Advisory Group's WisdomTree Floating Rate Treasury Fund position peaked at $1M in Q4 2023.
  • 604 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.