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MPWM Advisory Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

MPWM Advisory Solutions’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
-28
Closed -$1.41K – 543
2025
Q2 		$1.41K Sell
28
-16
-36% -$806 ﹤0.01% 469
2025
Q1 		$2.22K Hold
44
– – ﹤0.01% 447
2024
Q4 		$2.21K Buy
+44
New +$2.21K ﹤0.01% 459

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPWM Advisory Solutions's USFR Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 28 shares — an estimated $1.41K sold.

MPWM Advisory Solutions first reported a position in USFR in Q4 2024 and held it in 3 quarters. The position peaked at $2.22K in Q1 2025. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 28 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $1.41K.
  • MPWM Advisory Solutions first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 3 quarters.
  • MPWM Advisory Solutions's WisdomTree Floating Rate Treasury Fund position peaked at $2.22K in Q1 2025.
  • 561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.