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Spectrum Planning & Advisory Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Spectrum Planning & Advisory Services’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
Q3 		$6.45M Buy
+127,981
New +$6.45M 2.73% 9

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Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Spectrum Planning & Advisory Services's USFR Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026: 127,981 shares worth $6.45M. The stake represents 2.73% of the portfolio and ranks #9 among its holdings.

401 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Spectrum Planning & Advisory Services held 127,981 shares of WisdomTree Floating Rate Treasury Fund worth $6.45M as of Q3 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Spectrum Planning & Advisory Services position in Q3 2026.
  • WisdomTree Floating Rate Treasury Fund made up 2.73% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #9 holding.
  • 401 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.