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

Alpha Financial Partners’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
2024
Q4 		– Sell
-12,802
Closed -$643K – 153
2024
Q3 		$643K Buy
+12,802
New +$645K 0.46% 47

Other funds holding USFR

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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Alpha Financial Partners's USFR Position: Q4 2024 in Review

Alpha Financial Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2024, closing a stake of 12,802 shares — an estimated $643K sold.

Alpha Financial Partners first reported a position in USFR in Q3 2024 and held it in 1 quarter. The position peaked at $643K in Q3 2024. 564 funds tracked by Wall St. Rank hold USFR as of Q4 2024.

  • Alpha Financial Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 12,802 WisdomTree Floating Rate Treasury Fund shares in Q4 2024, an estimated $643K.
  • Alpha Financial Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's WisdomTree Floating Rate Treasury Fund position peaked at $643K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.