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SkyView Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

SkyView Investment 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
Q1 		– Sell
-5,950
Closed -$299K – 327
2025
Q4 		$299K Sell
5,950
-20,046
-77% -$1.01M 0.04% 260
2025
Q3 		$1.31M Buy
25,996
+795
+3% +$40K 0.17% 83
2025
Q2 		$1.27M Sell
25,201
-34,314
-58% -$1.73M 0.18% 82
2025
Q1 		$3M Buy
59,515
+1,904
+3% +$96K 0.45% 33
2024
Q4 		$2.9M Sell
57,611
-2,870
-5% -$144K 0.46% 33
2024
Q3 		$3.04M Sell
60,481
-26,638
-31% -$1.34M 0.5% 29
2024
Q2 		$4.38M Sell
87,119
-17,592
-17% -$887K 0.78% 16
2024
Q1 		$5.27M Sell
104,711
-125,401
-54% -$6.31M 0.97% 13
2023
Q4 		$11.6M Buy
230,112
+54,290
+31% +$2.73M 2.89% 8
2023
Q3 		$8.85M Buy
175,822
+140,822
+402% +$7.1M 3.59% 2
2023
Q2 		$1.76M Buy
35,000
+10,000
+40% +$504K 0.44% 63
2023
Q1 		$1.26M Sell
25,000
-75,352
-75% -$3.79M 0.29% 87
2022
Q4 		$5.04M Buy
+100,352
New +$5.05M 1.53% 2

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

SkyView Investment Advisors's USFR Position: Q1 2026 in Review

SkyView Investment Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 5,950 shares — an estimated $299K sold.

SkyView Investment Advisors first reported a position in USFR in Q4 2022 and held it in 13 quarters. The position peaked at $11.6M in Q4 2023. 603 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • SkyView Investment Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • SkyView Investment Advisors sold 5,950 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $299K.
  • SkyView Investment Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2022 and held it in 13 quarters.
  • SkyView Investment Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $11.6M in Q4 2023.
  • 603 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.