LC
USFR icon

Lindbrook Capital’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-15,500
Closed -$780K – 2939
2024
Q4 		$780K Sell
15,500
-3,000
-16% -$151K 0.07% 161
2024
Q3 		$929K Buy
+18,500
New +$931K 0.08% 151

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 $1.56T 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Lindbrook Capital's USFR Position: Q1 2025 in Review

Lindbrook Capital sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2025, closing a stake of 15,500 shares — an estimated $780K sold.

Lindbrook Capital first reported a position in USFR in Q3 2024 and held it in 2 quarters. The position peaked at $929K in Q3 2024. 577 funds tracked by Wall St. Rank hold USFR as of Q1 2025.

  • Lindbrook Capital reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 15,500 WisdomTree Floating Rate Treasury Fund shares in Q1 2025, an estimated $780K.
  • Lindbrook Capital first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2024 and held it in 2 quarters.
  • Lindbrook Capital's WisdomTree Floating Rate Treasury Fund position peaked at $929K in Q3 2024.
  • 577 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.