Spurstone Advisory Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Spurstone 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 Q2	$554	Hold	11	–	–	0.01%	79
2026 Q1	$554	Hold	11	–	–	0.01%	59
2025 Q4	$554	Hold	11	–	–	0.01%	81
2025 Q3	$552	Hold	11	–	–	0.01%	98
2025 Q2	$553	Hold	11	–	–	0.01%	119
2025 Q1	$553	Buy	+11	New	+$554	0.01%	83

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spurstone Advisory Services's USFR Position: Q2 2026 in Review

Spurstone Advisory Services held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 11 shares worth $554. The position accounts for 0.01% of the portfolio, ranked #79.

Spurstone Advisory Services first reported a position in USFR in Q1 2025 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Spurstone Advisory Services held 11 shares of WisdomTree Floating Rate Treasury Fund worth $554 as of Q2 2026.
Spurstone Advisory Services left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #79 holding.
Spurstone Advisory Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.