A detailed history of Guided Capital Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 265,596 shares of USFR stock, worth $13.4 Million. This represents 11.44% of its overall portfolio holdings.

Number of Shares
265,596
Previous 238,750 11.24%
Holding current value
$13.4 Million
Previous $12 Billion 11.16%
% of portfolio
11.44%
Previous 9.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

BUY
$50.23 - $50.48 $1.35 Million - $1.36 Million
26,846 Added 11.24%
265,596 $13.4 Billion
Q2 2025

Jul 10, 2025

SELL
$50.28 - $50.47 $1.76 Million - $1.77 Million
-34,988 Reduced 12.78%
238,750 $12 Billion
Q1 2025

Apr 21, 2025

SELL
$50.29 - $50.5 $11.2 Million - $11.2 Million
-222,255 Reduced 44.81%
273,738 $13.8 Billion
Q4 2024

Jan 29, 2025

BUY
$50.23 - $50.46 $24.9 Million - $25 Million
495,993 New
495,993 $25 Billion

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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