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Sound Income Strategies’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sound Income Strategies’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 		– Sell
-2,684
Closed -$135K – 2566
2025
Q3 		$135K Buy
+2,684
New +$135K 0.01% 352

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Sound Income Strategies's USFR Position: Q4 2025 in Review

Sound Income Strategies sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 2,684 shares — an estimated $135K sold.

Sound Income Strategies first reported a position in USFR in Q3 2025 and held it in 1 quarter. The position peaked at $135K in Q3 2025. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Sound Income Strategies reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 2,684 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $135K.
  • Sound Income Strategies first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and held it in 1 quarter.
  • Sound Income Strategies's WisdomTree Floating Rate Treasury Fund position peaked at $135K in Q3 2025.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.