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Veracity Capital’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Veracity Capital’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
Q2 		– Sell
-4,899
Closed -$247K – 253
2025
Q1 		$247K Buy
+4,899
New +$247K 0.1% 195

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Bank of America
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LPL Financial
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UBS Group
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CAPTRUST Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
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SWA
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Veracity Capital's USFR Position: Q2 2025 in Review

Veracity Capital sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025, closing a stake of 4,899 shares — an estimated $247K sold.

Veracity Capital first reported a position in USFR in Q1 2025 and held it in 1 quarter. The position peaked at $247K in Q1 2025. 572 funds tracked by Wall St. Rank hold USFR as of Q2 2025.

  • Veracity Capital reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2025 after selling out during the quarter.
  • Veracity Capital sold 4,899 WisdomTree Floating Rate Treasury Fund shares in Q2 2025, an estimated $247K.
  • Veracity Capital first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and held it in 1 quarter.
  • Veracity Capital's WisdomTree Floating Rate Treasury Fund position peaked at $247K in Q1 2025.
  • 572 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2025.

Based on Veracity Capital's 13F filing for Q2 2025, filed 9 Jul 2025.