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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
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 $376B 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 $8.38B AUM 24.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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 $564B 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 $501B AUM 22.01% 1-Year Est. Return