Mesirow Financial Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Mesirow Financial Investment 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	-11,332	Closed	-$570K	–	561
2025 Q2	$570K	Sell	11,332 -235	-2%	-$11.8K	0.01%	342
2025 Q1	$582K	Buy	11,567 +7,529	+186%	+$379K	0.01%	331
2024 Q4	$203K	Sell	4,038 -10,472	-72%	-$527K	﹤0.01%	548
2024 Q3	$729K	Buy	14,510 +7,240	+100%	+$365K	0.01%	306
2024 Q2	$366K	Buy	7,270 +23	+0.3%	+$1.16K	0.01%	376
2024 Q1	$364K	Buy	7,247 +142	+2%	+$7.15K	0.01%	395
2023 Q4	$357K	Buy	+7,105	New	+$358K	0.01%	382

Other funds holding USFR

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mesirow Financial Investment Management's USFR Position: Q3 2025 in Review

Mesirow Financial Investment Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 11,332 shares — an estimated $570K sold.

Mesirow Financial Investment Management first reported a position in USFR in Q4 2023 and held it in 7 quarters. The position peaked at $729K in Q3 2024. 560 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

Mesirow Financial Investment Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 11,332 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $570K.
Mesirow Financial Investment Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 7 quarters.
Mesirow Financial Investment Management's WisdomTree Floating Rate Treasury Fund position peaked at $729K in Q3 2024.
560 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.