Sequoia Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sequoia Financial Advisors’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	$738K	Buy	14,657 +3,770	+35%	+$190K	﹤0.01%	1089
2026 Q1	$548K	Buy	10,887 +6,157	+130%	+$310K	﹤0.01%	1225
2025 Q4	$238K	Sell	4,730 -2,487	-34%	-$125K	﹤0.01%	1710
2025 Q3	$363K	Sell	7,217 -2,645	-27%	-$133K	﹤0.01%	1296
2025 Q2	$496K	Sell	9,862 -632	-6%	-$31.8K	﹤0.01%	1001
2025 Q1	$528K	Buy	+10,494	New	+$529K	﹤0.01%	833

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

Sequoia Financial Advisors's USFR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 35% in Q2 2026, buying an estimated $190K and bringing the position to 14,657 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Sequoia Financial Advisors first reported a position in USFR in Q1 2025 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Sequoia Financial Advisors held 14,657 shares of WisdomTree Floating Rate Treasury Fund worth $738K as of Q2 2026.
Sequoia Financial Advisors bought 3,770 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $190K.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1089 holding.
Sequoia Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.