Planning Strategies Inc.’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Planning Strategies Inc.’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	$504	Buy	+10	New	+$504	﹤0.01%	857

Other funds holding USFR

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Planning Strategies Inc.'s USFR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 10 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings.

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

Planning Strategies Inc. held 10 shares of WisdomTree Floating Rate Treasury Fund worth $504 as of Q2 2026.
WisdomTree Floating Rate Treasury Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #857 holding.
257 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.