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

Maridea 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
Q4 		– Sell
-3,989
Closed -$201K – 465
2025
Q3 		$201K Sell
3,989
-2,467
-38% -$124K 0.03% 409
2025
Q2 		$325K Buy
6,456
+1,662
+35% +$83.7K 0.08% 208
2025
Q1 		$241K Buy
+4,794
New +$242K 0.08% 199

Other funds holding USFR

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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maridea Wealth Management's USFR Position: Q4 2025 in Review

Maridea Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 3,989 shares — an estimated $201K sold.

Maridea Wealth Management first reported a position in USFR in Q1 2025 and held it in 3 quarters. The position peaked at $325K in Q2 2025. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Maridea Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 3,989 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $201K.
  • Maridea Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and held it in 3 quarters.
  • Maridea Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $325K in Q2 2025.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.