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Peapack-Gladstone Financial Corp’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Peapack-Gladstone Financial Corp’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
Q2 		– Sell
-55,762
Closed -$2.81M – 711
2025
Q1 		$2.81M Buy
+55,762
New +$2.81M 0.04% 295

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Bank of America
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LPL Financial
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UBS Group
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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
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Peapack-Gladstone Financial Corp's USFR Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025, closing a stake of 55,762 shares — an estimated $2.81M sold.

Peapack-Gladstone Financial Corp first reported a position in USFR in Q1 2025 and held it in 1 quarter. The position peaked at $2.81M in Q1 2025. 572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

  • Peapack-Gladstone Financial Corp reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 55,762 WisdomTree Floating Rate Treasury Fund shares in Q2 2025, an estimated $2.81M.
  • Peapack-Gladstone Financial Corp first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's WisdomTree Floating Rate Treasury Fund position peaked at $2.81M in Q1 2025.
  • 572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.