BOLTON SECURITIES CORPORATION’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$10.4M	Buy	+205,720	New	+$10.4M	0.61%	24

Other funds holding USFR

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Serenus Wealth Advisors Santa Monica, California $561M AUM 13.62% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's USFR Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2025: 205,720 shares worth $10.4M. The stake represents 0.61% of the portfolio and ranks #24 among its holdings.

582 funds tracked by Wall St. Rank hold USFR as of Q1 2025.

BOLTON SECURITIES CORPORATION held 205,720 shares of WisdomTree Floating Rate Treasury Fund worth $10.4M as of Q1 2025.
WisdomTree Floating Rate Treasury Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
WisdomTree Floating Rate Treasury Fund made up 0.61% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #24 holding.
582 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.