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Plante Moran Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-68
Closed -$3.42K – 982
2024
Q4 		$3.42K Hold
68
– – ﹤0.01% 737
2024
Q3 		$3.42K Buy
+68
New +$3.42K ﹤0.01% 719
2023
Q4 		– Sell
-557
Closed -$28K – 919
2023
Q3 		$28K Buy
+557
New +$28.1K ﹤0.01% 377

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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
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UBS Group
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Raymond James Financial
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
BW
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SWA
Serenus Wealth Advisors Santa Monica, California $501M AUM 10.41% 1-Year Est. Return