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Tarbox Family Office’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Tarbox Family Office’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
Q3 		– Sell
-4,074
Closed -$205K – 117
2025
Q2 		$205K Buy
+4,074
New +$205K 0.03% 116

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LPL Financial
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UBS Group
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Raymond James Financial
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BW
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Tarbox Family Office's USFR Position: Q3 2025 in Review

Tarbox Family Office sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 4,074 shares — an estimated $205K sold.

Tarbox Family Office first reported a position in USFR in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • Tarbox Family Office reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • Tarbox Family Office sold 4,074 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $205K.
  • Tarbox Family Office first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and held it in 1 quarter.
  • Tarbox Family Office's WisdomTree Floating Rate Treasury Fund position peaked at $205K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Tarbox Family Office's 13F filing for Q3 2025, filed 24 Oct 2025.