TCWM
USFR icon

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
Q2 		$6.32M Sell
125,465
-11,517
-8% -$580K 1.23% 14
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Clarity Wealth Management's USFR Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 8.4% in Q2 2026, selling an estimated $580K and leaving 125,465 shares worth $6.32M. The position accounts for 1.23% of the portfolio, ranked #14.

Total Clarity Wealth Management first reported a position in USFR in Q2 2022 and has held it in 17 quarters since. The position peaked at $30.2M in Q1 2023. 612 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Total Clarity Wealth Management held 125,465 shares of WisdomTree Floating Rate Treasury Fund worth $6.32M as of Q2 2026.
  • Total Clarity Wealth Management sold 11,517 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $580K.
  • WisdomTree Floating Rate Treasury Fund made up 1.23% of Total Clarity Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Total Clarity Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and has held it in 17 quarters since.
  • Total Clarity Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $30.2M in Q1 2023.
  • 612 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.