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Signal Advisors Wealth’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Signal Advisors Wealth’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 		$587K Buy
11,658
+6,321
+118% +$319K 0.03% 384
2026
Q1 		$269K Buy
+5,337
New +$269K 0.02% 499

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

Signal Advisors Wealth's USFR Position: Q2 2026 in Review

Signal Advisors Wealth increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 118% in Q2 2026, buying an estimated $319K and bringing the position to 11,658 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #384.

Signal Advisors Wealth first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Signal Advisors Wealth held 11,658 shares of WisdomTree Floating Rate Treasury Fund worth $587K as of Q2 2026.
  • Signal Advisors Wealth bought 6,321 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $319K.
  • WisdomTree Floating Rate Treasury Fund made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #384 holding.
  • Signal Advisors Wealth first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.