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Vishria Bird Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Vishria Bird Financial Group’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
-43,218
Closed -$2.17M – 104
2025
Q2 		$2.17M Sell
43,218
-629
-1% -$31.7K 0.72% 26
2025
Q1 		$2.21M Sell
43,847
-199
-0.5% -$10K 0.75% 26
2024
Q4 		$2.22M Sell
44,046
-36
-0.1% -$1.81K 0.78% 26
2024
Q3 		$2.21M Sell
44,082
-245
-0.6% -$12.3K 0.84% 25
2024
Q2 		$2.23M Sell
44,327
-141
-0.3% -$7.11K 0.94% 24
2024
Q1 		$2.24M Buy
44,468
+195
+0.4% +$9.82K 0.96% 23
2023
Q4 		$2.22M Sell
44,273
-505
-1% -$25.4K 1.05% 22
2023
Q3 		$2.25M Buy
44,778
+360
+0.8% +$18.1K 1.28% 19
2023
Q2 		$2.23M Sell
44,418
-204
-0.5% -$10.3K 1.33% 17
2023
Q1 		$2.24M Sell
44,622
-218
-0.5% -$11K 1.44% 18
2022
Q4 		$2.25M Sell
44,840
-1,459
-3% -$73.4K 1.57% 18
2022
Q3 		$2.33M Buy
+46,299
New +$2.33M 1.57% 19

Other funds holding USFR

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vishria Bird Financial Group's USFR Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 43,218 shares — an estimated $2.17M sold.

Vishria Bird Financial Group first reported a position in USFR in Q3 2022 and held it in 12 quarters. The position peaked at $2.33M in Q3 2022. 560 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • Vishria Bird Financial Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 43,218 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $2.17M.
  • Vishria Bird Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and held it in 12 quarters.
  • Vishria Bird Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $2.33M in Q3 2022.
  • 560 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.