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True Link Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

True Link Financial Advisors’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 		– Sell
-59
Closed -$2.97K – 385
2026
Q1 		$2.97K Buy
+59
New +$2.97K ﹤0.01% 395

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NW
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Raymond James Financial
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BW
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UBS Group
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
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Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

True Link Financial Advisors's USFR Position: Q2 2026 in Review

True Link Financial Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 59 shares — an estimated $2.97K sold.

True Link Financial Advisors first reported a position in USFR in Q1 2026 and held it in 1 quarter. The position peaked at $2.97K in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • True Link Financial Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 59 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $2.97K.
  • True Link Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $2.97K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.