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Elevation Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Elevation Wealth Partners’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
-717
Closed -$36K – 1026
2025
Q3 		$36K Buy
717
+50
+7% +$2.52K 0.01% 276
2025
Q2 		$33.6K Hold
667
– – 0.01% 272
2025
Q1 		$33.6K Hold
667
– – 0.01% 270
2024
Q4 		$33.6K Buy
+667
New +$33.6K 0.01% 271

Other funds holding USFR

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 $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elevation Wealth Partners's USFR Position: Q4 2025 in Review

Elevation Wealth Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 717 shares — an estimated $36K sold.

Elevation Wealth Partners first reported a position in USFR in Q4 2024 and held it in 4 quarters. The position peaked at $36K in Q3 2025. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Elevation Wealth Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 717 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $36K.
  • Elevation Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 4 quarters.
  • Elevation Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $36K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.