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Triad Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Triad Wealth Partners’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 		$410K Sell
8,140
-15,930
-66% -$803K 0.02% 371
2026
Q1 		$1.21M Buy
+24,070
New +$1.21M 0.1% 145
2025
Q1 		– Sell
-33,965
Closed -$1.71M – 225
2024
Q4 		$1.71M Buy
+33,965
New +$1.71M 0.62% 38

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

Triad Wealth Partners's USFR Position: Q2 2026 in Review

Triad Wealth Partners reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 66% in Q2 2026, selling an estimated $803K and leaving 8,140 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #371.

Triad Wealth Partners first reported a position in USFR in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.71M in Q4 2024. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Triad Wealth Partners held 8,140 shares of WisdomTree Floating Rate Treasury Fund worth $410K as of Q2 2026.
  • Triad Wealth Partners sold 15,930 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $803K.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • Triad Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $1.71M in Q4 2024.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.