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Wealth Management Nebraska’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Wealth Management Nebraska’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
-4,662
Closed -$234K – 97
2025
Q3 		$234K Hold
4,662
– – 0.03% 89
2025
Q2 		$234K Hold
4,662
– – 0.03% 77
2025
Q1 		$235K Sell
4,662
-6
-0.1% -$302 0.04% 63
2024
Q4 		$235K Buy
+4,668
New +$235K 0.04% 57

Other funds holding USFR

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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Management Nebraska's USFR Position: Q4 2025 in Review

Wealth Management Nebraska sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q4 2025, closing a stake of 4,662 shares — an estimated $234K sold.

Wealth Management Nebraska first reported a position in USFR in Q4 2024 and held it in 4 quarters. The position peaked at $235K in Q4 2024. 592 funds tracked by Wall St. Rank hold USFR as of Q4 2025.

  • Wealth Management Nebraska reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Nebraska sold 4,662 WisdomTree Floating Rate Treasury Fund shares in Q4 2025, an estimated $234K.
  • Wealth Management Nebraska first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 4 quarters.
  • Wealth Management Nebraska's WisdomTree Floating Rate Treasury Fund position peaked at $235K in Q4 2024.
  • 592 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q4 2025.

Based on Wealth Management Nebraska's 13F filing for Q4 2025, filed 28 Jan 2026.