Guerra Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Guerra Advisors’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	$1.91K	Buy	+38	New	+$1.91K	﹤0.01%	544

Other funds holding USFR

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guerra Advisors's USFR Position: Q3 2025 in Review

Guerra Advisors opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025: 38 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings.

560 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

Guerra Advisors held 38 shares of WisdomTree Floating Rate Treasury Fund worth $1.91K as of Q3 2025.
WisdomTree Floating Rate Treasury Fund was a new Guerra Advisors position in Q3 2025.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #544 holding.
560 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.