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Commerce Bank’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Commerce Bank’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
Q4 		– Sell
-4,657
Closed -$234K – 1274
2025
Q3 		$234K Hold
4,657
– – ﹤0.01% 1148
2025
Q2 		$234K Buy
+4,657
New +$235K ﹤0.01% 1114

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank's USFR Position: Q4 2025 in Review

Commerce Bank sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 4,657 shares — an estimated $234K sold.

Commerce Bank first reported a position in USFR in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 593 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Commerce Bank reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Commerce Bank sold 4,657 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $234K.
  • Commerce Bank first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and held it in 2 quarters.
  • Commerce Bank's WisdomTree Floating Rate Treasury Fund position peaked at $234K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Commerce Bank's 13F filing for Q4 2025, filed 13 Feb 2026.