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	–	2340
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	–	2502
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	–	2495
2023 Q1	$5.03K	Buy	+100	New	+$5.03K	﹤0.01%	1478
2022 Q3	–	Sell	-199	Closed	-$10K	–	2053
2022 Q2	$10K	Buy	+199	New	+$10K	﹤0.01%	1350

Other funds holding USFR

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisornet Financial's USFR Position: Q3 2025 in Review

Advisornet Financial sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 153 shares — an estimated $7.7K sold.

Advisornet Financial first reported a position in USFR in Q2 2022 and held it in 7 quarters. The position peaked at $115K in Q4 2024. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

Advisornet Financial reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
Advisornet Financial sold 153 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $7.7K.
Advisornet Financial first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 7 quarters.
Advisornet Financial's WisdomTree Floating Rate Treasury Fund position peaked at $115K in Q4 2024.
561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.