Spire Wealth Management
USFR icon

Spire Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Spire 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
Q3 		– Sell
-1,300
Closed -$65.5K – 2304
2026
Q2 		$65.5K Buy
+1,300
New +$65.5K ﹤0.01% 1100
2025
Q2 		– Sell
-140
Closed -$7.06K – 2573
2025
Q1 		$7.06K Buy
140
+1
+0.7% +$50 ﹤0.01% 1959
2024
Q4 		$6.98K Buy
139
+2
+1% +$101 ﹤0.01% 1955
2024
Q3 		$6.89K Buy
137
+2
+1% +$101 ﹤0.01% 1741
2024
Q2 		$6.81K Sell
135
-141
-51% -$7.11K ﹤0.01% 1752
2024
Q1 		$13.9K Buy
276
+2
+0.7% +$101 ﹤0.01% 1615
2023
Q4 		$13.8K Buy
274
+2
+0.7% +$101 ﹤0.01% 1649
2023
Q3 		$13.7K Buy
272
+2
+0.7% +$101 ﹤0.01% 1636
2023
Q2 		$13.6K Buy
270
+1
+0.4% +$50 ﹤0.01% 1719
2023
Q1 		$13.5K Buy
269
+2
+0.7% +$101 ﹤0.01% 1754
2022
Q4 		$13K Buy
267
+1
+0.4% +$50 ﹤0.01% 1527
2022
Q3 		$13K Buy
266
+1
+0.4% +$50 ﹤0.01% 1495
2022
Q2 		$13K Buy
+265
New +$13.3K ﹤0.01% 1840

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UBS Group
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BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Serenus Wealth Advisors
Serenus Wealth Advisors Santa Monica, California $561M AUM 13.62% 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

Spire Wealth Management's USFR Position: Q3 2026 in Review

Spire Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026, closing a stake of 1,300 shares — an estimated $65.5K sold.

Spire Wealth Management first reported a position in USFR in Q2 2022 and held it in 13 quarters. The position peaked at $65.5K in Q2 2026. 459 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Spire Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,300 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $65.5K.
  • Spire Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 13 quarters.
  • Spire Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $65.5K in Q2 2026.
  • 459 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.