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ORG Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

ORG Partners’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 		$7.75M Buy
153,990
+37,174
+32% +$1.87M 1.36% 12
2025
Q3 		$5.87M Buy
116,816
+18,653
+19% +$939K 1.07% 17
2025
Q2 		$4.94M Buy
98,163
+80,107
+444% +$4.04M 1.05% 17
2025
Q1 		$909K Buy
18,056
+4,767
+36% +$240K 0.22% 82
2024
Q4 		$669K Buy
13,289
+6,978
+111% +$351K 0.09% 149
2024
Q3 		$317K Buy
+6,311
New +$318K 0.05% 225

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

ORG Partners's USFR Position: Q4 2025 in Review

ORG Partners increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 32% in Q4 2025, buying an estimated $1.87M and bringing the position to 153,990 shares worth $7.75M. The position accounts for 1.36% of the portfolio, ranked #12.

ORG Partners first reported a position in USFR in Q3 2024 and has held it in 6 quarters since. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • ORG Partners held 153,990 shares of WisdomTree Floating Rate Treasury Fund worth $7.75M as of Q4 2025.
  • ORG Partners bought 37,174 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $1.87M.
  • WisdomTree Floating Rate Treasury Fund made up 1.36% of ORG Partners's portfolio in Q4 2025, its #12 holding.
  • ORG Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2024 and has held it in 6 quarters since.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.