Wealthfront Advisers’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Wealthfront Advisers’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	$6.9M	Buy	137,104 +1,339	+1%	+$67.5K	0.01%	381
2026 Q1	$6.83M	Buy	135,765 +36,997	+37%	+$1.86M	0.02%	349
2025 Q4	$4.97M	Buy	98,768 +20,494	+26%	+$1.03M	0.01%	408
2025 Q3	$3.93M	Sell	78,274 -6,676	-8%	-$336K	0.01%	440
2025 Q2	$4.27M	Buy	84,950 +19,410	+30%	+$978K	0.01%	414
2025 Q1	$3.3M	Sell	65,540 -9,444	-13%	-$476K	0.01%	431
2024 Q4	$3.77M	Sell	74,984 -488	-0.6%	-$24.6K	0.01%	388
2024 Q3	$3.79M	Sell	75,472 -20,351	-21%	-$1.02M	0.01%	372
2024 Q2	$4.82M	Buy	95,823 +45,852	+92%	+$2.31M	0.02%	280
2024 Q1	$2.51M	Buy	49,971 +7,352	+17%	+$370K	0.01%	428
2023 Q4	$2.14M	Buy	+42,619	New	+$2.15M	0.01%	448

Other funds holding USFR

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SWA

Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Wealthfront Advisers's USFR Position: Q2 2026 in Review

Wealthfront Advisers increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 0.99% in Q2 2026, buying an estimated $67.5K and bringing the position to 137,104 shares worth $6.9M. The position accounts for 0.01% of the portfolio, ranked #381.

Wealthfront Advisers first reported a position in USFR in Q4 2023 and has held it in 11 quarters since. 500 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Wealthfront Advisers held 137,104 shares of WisdomTree Floating Rate Treasury Fund worth $6.9M as of Q2 2026.
Wealthfront Advisers bought 1,339 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $67.5K.
WisdomTree Floating Rate Treasury Fund made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #381 holding.
Wealthfront Advisers first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 11 quarters since.
500 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.