SPWM
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Spartan Planning & Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Spartan Planning & Wealth Management’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 		$550K Buy
10,924
+4,363
+66% +$220K 0.41% 36
2025
Q4 		$330K Sell
6,561
-4,260
-39% -$214K 0.24% 59
2025
Q3 		$544K Sell
10,821
-8,693
-45% -$438K 0.42% 39
2025
Q2 		$982K Sell
19,514
-3,037
-13% -$153K 0.84% 25
2025
Q1 		$1.13M Sell
22,551
-1,736
-7% -$87.5K 1.1% 23
2024
Q4 		$1.22M Buy
+24,287
New +$1.22M 1.12% 24

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spartan Planning & Wealth Management's USFR Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 66% in Q1 2026, buying an estimated $220K and bringing the position to 10,924 shares worth $550K. The position accounts for 0.41% of the portfolio, ranked #36.

Spartan Planning & Wealth Management first reported a position in USFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2024. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Spartan Planning & Wealth Management held 10,924 shares of WisdomTree Floating Rate Treasury Fund worth $550K as of Q1 2026.
  • Spartan Planning & Wealth Management bought 4,363 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $220K.
  • WisdomTree Floating Rate Treasury Fund made up 0.41% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Spartan Planning & Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 6 quarters since.
  • Spartan Planning & Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $1.22M in Q4 2024.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.