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Sugar Maple Asset Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sugar Maple Asset 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
2025
Q1 		– Sell
-2,060
Closed -$104K – 447
2024
Q4 		$104K Buy
+2,060
New +$104K 0.08% 86

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Bank of America
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LPL Financial
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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Sugar Maple Asset Management's USFR Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2025, closing a stake of 2,060 shares — an estimated $104K sold.

Sugar Maple Asset Management first reported a position in USFR in Q4 2024 and held it in 1 quarter. The position peaked at $104K in Q4 2024. 578 funds tracked by Wall St. Rank hold USFR as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 2,060 WisdomTree Floating Rate Treasury Fund shares in Q1 2025, an estimated $104K.
  • Sugar Maple Asset Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's WisdomTree Floating Rate Treasury Fund position peaked at $104K in Q4 2024.
  • 578 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.