Hershey Financial Advisers’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Hershey Financial Advisers’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
2024 Q4	$3.97M	Buy	+78,893	New	+$3.97M	3.5%	6

Other funds holding USFR

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

SWA

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

Hershey Financial Advisers's USFR Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2024: 78,893 shares worth $3.97M. The stake represents 3.5% of the portfolio and ranks #6 among its holdings.

564 funds tracked by Wall St. Rank hold USFR as of Q4 2024.

Hershey Financial Advisers held 78,893 shares of WisdomTree Floating Rate Treasury Fund worth $3.97M as of Q4 2024.
WisdomTree Floating Rate Treasury Fund was a new Hershey Financial Advisers position in Q4 2024.
WisdomTree Floating Rate Treasury Fund made up 3.5% of Hershey Financial Advisers's portfolio in Q4 2024, its #6 holding.
564 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.