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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 $7.95B AUM 26.49% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atticus Wealth Management's USFR Position: Q3 2025 in Review

Atticus Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 595 shares — an estimated $29.9K sold.

Atticus Wealth Management first reported a position in USFR in Q1 2023 and held it in 10 quarters. The position peaked at $23M in Q1 2023. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • Atticus Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 595 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $29.9K.
  • Atticus Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2023 and held it in 10 quarters.
  • Atticus Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $23M in Q1 2023.
  • 561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.