United Capital Financial Advisors
USFR icon

United Capital Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

United Capital 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 		$9.11M Sell
180,957
-22,097
-11% -$1.11M 0.05% 268
2026
Q1 		$10.2M Sell
203,054
-15,356
-7% -$774K 0.06% 233
2025
Q4 		$11M Buy
+218,410
New +$11M 0.07% 227

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LPL Financial
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Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NewEdge Wealth
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
BIP Wealth
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

United Capital Financial Advisors's USFR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 11% in Q2 2026, selling an estimated $1.11M and leaving 180,957 shares worth $9.11M. The position accounts for 0.05% of the portfolio, ranked #268.

United Capital Financial Advisors first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11M in Q4 2025. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • United Capital Financial Advisors held 180,957 shares of WisdomTree Floating Rate Treasury Fund worth $9.11M as of Q2 2026.
  • United Capital Financial Advisors sold 22,097 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.11M.
  • WisdomTree Floating Rate Treasury Fund made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #268 holding.
  • United Capital Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $11M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.