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

Brooklyn Investment 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
Q3 		– Sell
-755
Closed -$38K – 2581
2025
Q2 		$38K Buy
+755
New +$38K 0.01% 1496

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LPL Financial
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UBS Group
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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brooklyn Investment Group's USFR Position: Q3 2025 in Review

Brooklyn Investment Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 755 shares — an estimated $38K sold.

Brooklyn Investment Group first reported a position in USFR in Q2 2025 and held it in 1 quarter. The position peaked at $38K in Q2 2025. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • Brooklyn Investment Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 755 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $38K.
  • Brooklyn Investment Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's WisdomTree Floating Rate Treasury Fund position peaked at $38K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.