AWM
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Atticus Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Atticus Wealth Management’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
-595
Closed -$29.9K – 614
2025
Q2 		$29.9K Hold
595
– – 0.01% 371
2025
Q1 		$29.9K Sell
595
-874
-59% -$44.1K 0.01% 283
2024
Q4 		$73.9K Buy
1,469
+8
+0.5% +$403 0.02% 197
2024
Q3 		$73.4K Sell
1,461
-527
-27% -$26.5K 0.02% 203
2024
Q2 		$100K Sell
1,988
-1,398
-41% -$70.5K 0.03% 166
2024
Q1 		$170K Sell
3,386
-16,016
-83% -$806K 0.06% 128
2023
Q4 		$975K Sell
19,402
-417,494
-96% -$21M 0.34% 42
2023
Q3 		$22M Sell
436,896
-15,164
-3% -$764K 8.42% 2
2023
Q2 		$22.7M Sell
452,060
-6,285
-1% -$317K 8.38% 2
2023
Q1 		$23M Buy
+458,345
New +$23.1M 8.8% 2

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