Hartford Financial Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Hartford Financial Management’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	–	Sell	-2,061	Closed	-$104K	–	368
2025 Q1	$104K	Hold	2,061	–	–	0.02%	182
2024 Q4	$104K	Buy	2,061 +687	+50%	+$34.6K	0.02%	183
2024 Q3	$69K	Buy	1,374 +118	+9%	+$5.94K	0.01%	198
2024 Q2	$63.2K	Buy	1,256 +173	+16%	+$8.72K	0.01%	202
2024 Q1	$54.5K	Buy	1,083 +308	+40%	+$15.5K	0.01%	217
2023 Q4	$38.9K	Hold	775	–	–	0.01%	232
2023 Q3	$39K	Buy	775 +568	+274%	+$28.6K	0.01%	228
2023 Q2	$10.4K	Buy	+207	New	+$10.4K	﹤0.01%	281

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

Hartford Financial Management's USFR Position: Q2 2025 in Review

Hartford Financial Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025, closing a stake of 2,061 shares — an estimated $104K sold.

Hartford Financial Management first reported a position in USFR in Q2 2023 and held it in 8 quarters. The position peaked at $104K in Q1 2025. 572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

Hartford Financial Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2025 after selling out during the quarter.
Hartford Financial Management sold 2,061 WisdomTree Floating Rate Treasury Fund shares in Q2 2025, an estimated $104K.
Hartford Financial Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and held it in 8 quarters.
Hartford Financial Management's WisdomTree Floating Rate Treasury Fund position peaked at $104K in Q1 2025.
572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on Hartford Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.