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

Little House 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
Q2 		– Sell
-29,608
Closed -$1.49M – 139
2025
Q1 		$1.49M Buy
+29,608
New +$1.49M 0.41% 61
2023
Q4 		– Sell
-21,358
Closed -$1.07M – 124
2023
Q3 		$1.07M Buy
+21,358
New +$1.08M 0.44% 67

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 $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

Little House Capital's USFR Position: Q2 2025 in Review

Little House Capital sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025, closing a stake of 29,608 shares — an estimated $1.49M sold.

Little House Capital first reported a position in USFR in Q3 2023 and held it in 2 quarters. The position peaked at $1.49M in Q1 2025. 572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

  • Little House Capital reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2025 after selling out during the quarter.
  • Little House Capital sold 29,608 WisdomTree Floating Rate Treasury Fund shares in Q2 2025, an estimated $1.49M.
  • Little House Capital first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and held it in 2 quarters.
  • Little House Capital's WisdomTree Floating Rate Treasury Fund position peaked at $1.49M in Q1 2025.
  • 572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on Little House Capital's 13F filing for Q2 2025, filed 8 Jul 2025.