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

Symphony 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
2025
Q4 		– Sell
-10,963
Closed -$551K – 318
2025
Q3 		$551K Buy
+10,963
New +$552K 0.07% 155

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NW
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BW
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Symphony Financial's USFR Position: Q4 2025 in Review

Symphony Financial sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 10,963 shares — an estimated $551K sold.

Symphony Financial first reported a position in USFR in Q3 2025 and held it in 1 quarter. The position peaked at $551K in Q3 2025. 593 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Symphony Financial reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial sold 10,963 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $551K.
  • Symphony Financial first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and held it in 1 quarter.
  • Symphony Financial's WisdomTree Floating Rate Treasury Fund position peaked at $551K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.