HF
USFR icon

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

HRT Financial’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 		– Sell
-161,368
Closed -$8.12M – 3817
2025
Q2 		$8.12M Sell
161,368
-163,755
-50% -$8.25M 0.04% 370
2025
Q1 		$16.4M Buy
325,123
+320,565
+7,033% +$16.2M 0.12% 149
2024
Q4 		$229K Sell
4,558
-71,078
-94% -$3.58M ﹤0.01% 1857
2024
Q3 		$3.8M Buy
+75,636
New +$3.81M 0.02% 582
2024
Q2 		– Sell
-78,411
Closed -$3.94M – 3207
2024
Q1 		$3.94M Buy
+78,411
New +$3.95M 0.02% 337
2023
Q4 		– Sell
-23,960
Closed -$1.21M – 3160
2023
Q3 		$1.21M Buy
+23,960
New +$1.21M 0.01% 874

Other funds holding USFR

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Morgan Stanley
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Bank of America
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return