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Tortoise Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Tortoise Investment 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
Q2 		$201K Hold
4,000
– – 0.02% 247
2026
Q1 		$201K Buy
+4,000
New +$202K 0.02% 236

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NW
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BW
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Tortoise Investment Management's USFR Position: Q2 2026 in Review

Tortoise Investment Management held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 4,000 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #247.

Tortoise Investment Management first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Tortoise Investment Management held 4,000 shares of WisdomTree Floating Rate Treasury Fund worth $201K as of Q2 2026.
  • Tortoise Investment Management left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #247 holding.
  • Tortoise Investment Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.