AG
USFR icon

AmeriFlex Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

AmeriFlex Group’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
Q2 		– Sell
-6
Closed -$304 – 1283
2025
Q1 		$304 Hold
6
– – ﹤0.01% 1243
2024
Q4 		$302 Buy
+6
New +$302 ﹤0.01% 1134

Other funds holding USFR

STA
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

AmeriFlex Group's USFR Position: Q2 2025 in Review

AmeriFlex Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025, closing a stake of 6 shares — an estimated $304 sold.

AmeriFlex Group first reported a position in USFR in Q4 2024 and held it in 2 quarters. The position peaked at $304 in Q1 2025. 572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

  • AmeriFlex Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 6 WisdomTree Floating Rate Treasury Fund shares in Q2 2025, an estimated $304.
  • AmeriFlex Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's WisdomTree Floating Rate Treasury Fund position peaked at $304 in Q1 2025.
  • 572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.