Advisory Solutions Group, LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Buy
+24,323
New +$1.23M 0.42% 58

Other funds holding USFR

Advisory Solutions Group, LLC's USFR Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 24,323 shares worth $1.22M. The stake represents 0.42% of the portfolio and ranks #58 among its holdings.

276 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Advisory Solutions Group, LLC held 24,323 shares of WisdomTree Floating Rate Treasury Fund worth $1.22M as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.42% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #58 holding.
  • 276 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.