LWM
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Liberty Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Liberty Wealth 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
Q3 		– Sell
-4,095
Closed -$206K – 254
2025
Q2 		$206K Buy
+4,095
New +$206K 0.03% 220
2024
Q3 		– Sell
-122,518
Closed -$123K – 261
2024
Q2 		$123K Buy
+122,518
New +$6.17M 0.02% 200
2023
Q3 		– Sell
-9,932
Closed -$500K – 194
2023
Q2 		$500K Buy
9,932
+2,764
+39% +$139K 0.12% 91
2023
Q1 		$360K Buy
+7,168
New +$361K 0.07% 152

Other funds holding USFR

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B AUM 19.32% 1-Year Est. Return
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