AF
USFR icon

Advisornet Financial’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Advisornet Financial’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
2025
Q3 		– Sell
-153
Closed -$7.7K – 2341
2025
Q2 		$7.7K Hold
153
– – ﹤0.01% 1559
2025
Q1 		$7.7K Sell
153
-2,135
-93% -$108K ﹤0.01% 1495
2024
Q4 		$115K Buy
+2,288
New +$115K 0.01% 646
2024
Q1 		– Sell
-138
Closed -$6.93K – 2508
2023
Q4 		$6.93K Hold
138
– – ﹤0.01% 1416
2023
Q3 		$6.94K Buy
+138
New +$6.96K ﹤0.01% 1327
2023
Q2 		– Sell
-100
Closed -$5.03K – 2499
2023
Q1 		$5.03K Buy
+100
New +$5.03K ﹤0.01% 1478
2022
Q3 		– Sell
-199
Closed -$10K – 2058
2022
Q2 		$10K Buy
+199
New +$10K ﹤0.01% 1350

Other funds holding USFR

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return