Redmont Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Redmont Wealth 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 Q4	$21.9K	Sell	436 -99	-19%	-$4.98K	0.03%	131
2025 Q3	$26.9K	Hold	535	–	–	0.04%	129
2025 Q2	$26.9K	Sell	535 -4,402	-89%	-$222K	0.04%	129
2025 Q1	$248K	Sell	4,937 -1,051	-18%	-$53K	0.48%	52
2024 Q4	$301K	Sell	5,988 -70	-1%	-$3.52K	0.52%	52
2024 Q3	$304K	Hold	6,058	–	–	0.47%	56
2024 Q2	$305K	Buy	6,058 +367	+6%	+$18.5K	0.48%	54
2024 Q1	$286K	Sell	5,691 -1,411	-20%	-$71K	0.4%	56
2023 Q4	$357K	Sell	7,102 -8,560	-55%	-$431K	0.52%	51
2023 Q3	$788K	Buy	+15,662	New	+$789K	1.38%	17

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Redmont Wealth Advisors's USFR Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 19% in Q4 2025, selling an estimated $4.98K and leaving 436 shares worth $21.9K. The position accounts for 0.03% of the portfolio, ranked #131.

Redmont Wealth Advisors first reported a position in USFR in Q3 2023 and has held it in 10 quarters since. The position peaked at $788K in Q3 2023. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

Redmont Wealth Advisors held 436 shares of WisdomTree Floating Rate Treasury Fund worth $21.9K as of Q4 2025.
Redmont Wealth Advisors sold 99 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $4.98K.
WisdomTree Floating Rate Treasury Fund made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #131 holding.
Redmont Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and has held it in 10 quarters since.
Redmont Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $788K in Q3 2023.
592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.