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Glassman Wealth Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Glassman Wealth Services’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
2026
Q1 		– Sell
-4,477
Closed -$225K – 201
2025
Q4 		$225K Buy
+4,477
New +$225K 0.03% 74

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Glassman Wealth Services's USFR Position: Q1 2026 in Review

Glassman Wealth Services sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 4,477 shares — an estimated $225K sold.

Glassman Wealth Services first reported a position in USFR in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 605 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Glassman Wealth Services reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • Glassman Wealth Services sold 4,477 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $225K.
  • Glassman Wealth Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and held it in 1 quarter.
  • Glassman Wealth Services's WisdomTree Floating Rate Treasury Fund position peaked at $225K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.