Ci Private Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ci Private Wealth, LLC holds 4,420 shares of USFR stock, worth $222,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,420
Holding current value
$222,547
% of portfolio
0.0%

Shares

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

Nov 14, 2025
BUY
$50.23 - $50.48 $222,016 - $223,121
4,420 New
4,420 $222,000
Q2 2025

Aug 15, 2025
SELL
$50.28 - $50.47 $1.17 Million - $1.17 Million
-23,176 Reduced 75.4%
7,560 $380,000
Q1 2025

May 14, 2025
BUY
$50.29 - $50.5 $1.55 Million - $1.55 Million
30,736 New
30,736 $1.55 Million
Q3 2024

Nov 12, 2024
SELL
$50.2 - $50.48 $586,938 - $590,212
-11,692 Reduced 72.11%
4,523 $227,000
Q2 2024

Aug 13, 2024
BUY
$50.28 - $50.52 $24,536 - $24,653
488 Added 3.1%
16,215 $815,000
Q1 2024

May 09, 2024
SELL
$50.23 - $50.46 $13,662 - $13,725
-272 Reduced 1.7%
15,727 $790,000
Q4 2023

Feb 09, 2024
SELL
$50.21 - $50.49 $434,416 - $436,839
-8,652 Reduced 35.1%
15,999 $803,000
Q3 2023

Nov 03, 2023
BUY
$50.28 - $50.51 $341,702 - $343,265
6,796 Added 38.06%
24,651 $1.24 Million
Q2 2023

Aug 10, 2023
SELL
$50.23 - $50.5 $106,939 - $107,514
-2,129 Reduced 10.65%
17,855 $898,000
Q1 2023

May 15, 2023
SELL
$50.21 - $50.41 $212,639 - $213,486
-4,235 Reduced 17.49%
19,984 $1 Million
Q4 2022

Feb 15, 2023
BUY
$50.2 - $50.39 $1.22 Million - $1.22 Million
24,219 New
24,219 $1.22 Million

Others Institutions Holding USFR

# of Institutions
610
Shares Held
249M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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