Future You Wealth’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Future You Wealth’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 Q2	$821K	Buy	+16,327	New	+$822K	0.45%	30

Other funds holding USFR

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SWA

Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Future You Wealth's USFR Position: Q2 2025 in Review

Future You Wealth opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025: 16,327 shares worth $821K. The stake represents 0.45% of the portfolio and ranks #30 among its holdings.

572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

Future You Wealth held 16,327 shares of WisdomTree Floating Rate Treasury Fund worth $821K as of Q2 2025.
WisdomTree Floating Rate Treasury Fund was a new Future You Wealth position in Q2 2025.
WisdomTree Floating Rate Treasury Fund made up 0.45% of Future You Wealth's portfolio in Q2 2025, its #30 holding.
572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.