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

Legend Financial 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	–	Sell	-59	Closed	-$2.97K	–	156
2025 Q2	$2.97K	Buy	+59	New	+$2.97K	﹤0.01%	149
2025 Q1	–	Sell	-59	Closed	-$2.97K	–	240
2024 Q4	$2.97K	Hold	59	–	–	﹤0.01%	185
2024 Q3	$2.96K	Hold	59	–	–	﹤0.01%	139
2024 Q2	$2.97K	Hold	59	–	–	﹤0.01%	213
2024 Q1	$2.97K	Hold	59	–	–	﹤0.01%	169
2023 Q4	$2.96K	Hold	59	–	–	﹤0.01%	169
2023 Q3	$2.97K	Hold	59	–	–	﹤0.01%	174
2023 Q2	$2.97K	Hold	59	–	–	﹤0.01%	192
2023 Q1	$2.97K	Sell	59 -3,426	-98%	-$172K	﹤0.01%	201
2022 Q4	$175K	Hold	3,485	–	–	0.15%	42
2022 Q3	$175K	Buy	+3,485	New	+$175K	0.16%	35

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legend Financial Advisors's USFR Position: Q3 2025 in Review

Legend Financial Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 59 shares — an estimated $2.97K sold.

Legend Financial Advisors first reported a position in USFR in Q3 2022 and held it in 11 quarters. The position peaked at $175K in Q3 2022. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

Legend Financial Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 59 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $2.97K.
Legend Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $175K in Q3 2022.
561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

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