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

Partners 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
-11,622
Closed -$584K – 124
2025
Q3 		$584K Buy
+11,622
New +$585K 0.58% 47

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

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

Partners Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 11,622 shares — an estimated $584K sold.

Partners Wealth Management first reported a position in USFR in Q3 2025 and held it in 1 quarter. The position peaked at $584K in Q3 2025. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Partners Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Partners Wealth Management sold 11,622 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $584K.
  • Partners Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and held it in 1 quarter.
  • Partners Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $584K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.