SG Trading Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

SG Trading Solutions’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	$2.88M	Buy	+57,149	New	+$2.88M	0.67%	27

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

SG Trading Solutions's USFR Position: Q4 2025 in Review

SG Trading Solutions opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025: 57,149 shares worth $2.88M. The stake represents 0.67% of the portfolio and ranks #27 among its holdings.

592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

SG Trading Solutions held 57,149 shares of WisdomTree Floating Rate Treasury Fund worth $2.88M as of Q4 2025.
WisdomTree Floating Rate Treasury Fund was a new SG Trading Solutions position in Q4 2025.
WisdomTree Floating Rate Treasury Fund made up 0.67% of SG Trading Solutions's portfolio in Q4 2025, its #27 holding.
592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on SG Trading Solutions's 13F filing for Q4 2025, filed 24 Feb 2026.