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

Total Clarity 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	$6.9M	Buy	136,982 +63	+0%	+$3.17K	1.62%	6
2025 Q4	$6.89M	Sell	136,919 -16,864	-11%	-$849K	1.67%	9
2025 Q3	$7.73M	Sell	153,783 -16,385	-10%	-$825K	2.05%	3
2025 Q2	$8.56M	Sell	170,168 -74,841	-31%	-$3.77M	2.45%	2
2025 Q1	$12.3M	Hold	245,009	–	–	4.02%	1
2024 Q4	$12.3M	Sell	245,009 -23,508	-9%	-$1.18M	4.01%	1
2024 Q3	$13.5M	Sell	268,517 -34,101	-11%	-$1.72M	4.34%	1
2024 Q2	$15.2M	Buy	302,618 +42,892	+17%	+$2.16M	5.28%	1
2024 Q1	$13.1M	Sell	259,726 -23,774	-8%	-$1.2M	4.54%	1
2023 Q4	$14.2M	Sell	283,500 -58,705	-17%	-$2.96M	5.84%	1
2023 Q3	$17.2M	Sell	342,205 -133,763	-28%	-$6.74M	8.29%	1
2023 Q2	$24M	Sell	475,968 -125,703	-21%	-$6.33M	11.89%	1
2023 Q1	$30.2M	Buy	601,671 +97,421	+19%	+$4.9M	16.42%	1
2022 Q4	$25.3M	Buy	504,250 +465,854	+1,213%	+$23.4M	12.91%	1
2022 Q3	$1.93M	Buy	38,396 +33,852	+745%	+$1.7M	1.21%	20
2022 Q2	$229K	Buy	+4,544	New	+$229K	0.12%	176

Other funds holding USFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Total Clarity Wealth Management's USFR Position: Q1 2026 in Review

Total Clarity Wealth Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 0.05% in Q1 2026, buying an estimated $3.17K and bringing the position to 136,982 shares worth $6.9M. The position accounts for 1.62% of the portfolio, ranked #6.

Total Clarity Wealth Management first reported a position in USFR in Q2 2022 and has held it in 16 quarters since. The position peaked at $30.2M in Q1 2023. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Total Clarity Wealth Management held 136,982 shares of WisdomTree Floating Rate Treasury Fund worth $6.9M as of Q1 2026.
Total Clarity Wealth Management bought 63 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $3.17K.
WisdomTree Floating Rate Treasury Fund made up 1.62% of Total Clarity Wealth Management's portfolio in Q1 2026, its #6 holding.
Total Clarity Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and has held it in 16 quarters since.
Total Clarity Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $30.2M in Q1 2023.
602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.