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Savvy Advisors Inc’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Savvy Advisors Inc’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 		$245K Buy
+4,861
New +$245K 0.01% 1086
2024
Q2 		– Sell
-6,819
Closed -$343K – 309
2024
Q1 		$343K Sell
6,819
-3,227
-32% -$162K 0.2% 146
2023
Q4 		$505K Buy
+10,046
New +$506K 0.49% 57

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
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

Savvy Advisors Inc's USFR Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 4,861 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in USFR as recently as Q1 2024.

Savvy Advisors Inc first reported a position in USFR in Q4 2023 and has held it in 3 quarters since. The position peaked at $505K in Q4 2023. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Savvy Advisors Inc held 4,861 shares of WisdomTree Floating Rate Treasury Fund worth $245K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Savvy Advisors Inc position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1086 holding.
  • Savvy Advisors Inc first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 3 quarters since.
  • Savvy Advisors Inc's WisdomTree Floating Rate Treasury Fund position peaked at $505K in Q4 2023.
  • 611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.