Rossby Financial
USFR icon

Rossby Financial’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Rossby Financial’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
Q3 		$32.6K Buy
646
+645
+64,500% +$32.5K ﹤0.01% 1067
2026
Q2 		$50 Hold
1
– – ﹤0.01% 2137
2026
Q1 		$50 Hold
1
– – ﹤0.01% 2262
2025
Q4 		$50 Buy
+1
New +$50 ﹤0.01% 1798

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UBS Group
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BIP Wealth
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3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Rossby Financial's USFR Position: Q3 2026 in Review

Rossby Financial increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 64,500% in Q3 2026, buying an estimated $32.5K and bringing the position to 646 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Rossby Financial first reported a position in USFR in Q4 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Rossby Financial held 646 shares of WisdomTree Floating Rate Treasury Fund worth $32.6K as of Q3 2026.
  • Rossby Financial bought 645 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $32.5K.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1067 holding.
  • Rossby Financial first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.