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CWA Asset Management Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

CWA Asset Management 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
-10,129
Closed -$510K – 718
2025
Q2 		$510K Buy
+10,129
New +$510K 0.02% 452

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Morgan Stanley
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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

CWA Asset Management Group's USFR Position: Q3 2025 in Review

CWA Asset Management Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 10,129 shares — an estimated $510K sold.

CWA Asset Management Group first reported a position in USFR in Q2 2025 and held it in 1 quarter. The position peaked at $510K in Q2 2025. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • CWA Asset Management Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 10,129 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $510K.
  • CWA Asset Management Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and held it in 1 quarter.
  • CWA Asset Management Group's WisdomTree Floating Rate Treasury Fund position peaked at $510K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on CWA Asset Management Group's 13F filing for Q3 2025, filed 22 Oct 2025.