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

Revisor 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
2026
Q1 		– Sell
-4,108
Closed -$207K – 356
2025
Q4 		$207K Sell
4,108
-428
-9% -$21.5K 0.06% 309
2025
Q3 		$228K Sell
4,536
-113
-2% -$5.69K 0.08% 247
2025
Q2 		$234K Sell
4,649
-55
-1% -$2.77K 0.08% 244
2025
Q1 		$237K Buy
+4,704
New +$237K 0.11% 200
2024
Q4 		– Sell
-4,304
Closed -$216K – 175
2024
Q3 		$216K Sell
4,304
-6,280
-59% -$316K 0.14% 167
2024
Q2 		$532K Sell
10,584
-2,756
-21% -$139K 0.37% 49
2024
Q1 		$671K Buy
13,340
+3,004
+29% +$151K 0.3% 81
2023
Q4 		$519K Sell
10,336
-62
-0.6% -$3.12K 0.6% 35
2023
Q3 		$523K Sell
10,398
-4,013
-28% -$202K 0.44% 47
2023
Q2 		$725K Sell
14,411
-5,644
-28% -$284K 0.65% 37
2023
Q1 		$1.01M Buy
+20,055
New +$1.01M 0.92% 26

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Revisor Wealth Management's USFR Position: Q1 2026 in Review

Revisor Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 4,108 shares — an estimated $207K sold.

Revisor Wealth Management first reported a position in USFR in Q1 2023 and held it in 11 quarters. The position peaked at $1.01M in Q1 2023. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Revisor Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • Revisor Wealth Management sold 4,108 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $207K.
  • Revisor Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2023 and held it in 11 quarters.
  • Revisor Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $1.01M in Q1 2023.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.