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Legacy Investment Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Legacy Investment Solutions’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 		$146K Buy
+2,911
New +$147K 0.08% 87
2024
Q4 		$44.4K Buy
+880
New +$44.3K 0.03% 129

Other funds holding USFR

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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
SWA
Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return

Legacy Investment Solutions's USFR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025: 2,911 shares worth $146K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in USFR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in USFR in Q4 2024 and has held it in 2 quarters since. 572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

  • Legacy Investment Solutions held 2,911 shares of WisdomTree Floating Rate Treasury Fund worth $146K as of Q2 2025.
  • WisdomTree Floating Rate Treasury Fund was a new Legacy Investment Solutions position in Q2 2025.
  • WisdomTree Floating Rate Treasury Fund made up 0.08% of Legacy Investment Solutions's portfolio in Q2 2025, its #87 holding.
  • Legacy Investment Solutions first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 2 quarters since.
  • 572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.