Kingswood Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 37,425 shares of USFR stock, worth $1.88 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
37,425
Previous 11,308 230.96%
Holding current value
$1.88 Million
Previous $568 Million 231.27%
% of portfolio
0.09%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$50.24 - $50.4 $1.31 Million - $1.32 Million
26,117 Added 230.96%
37,425 $1.88 Billion
Q3 2025

Oct 23, 2025
BUY
$50.23 - $50.48 $298,215 - $299,699
5,937 Added 110.54%
11,308 $568 Million
Q2 2025

Jul 23, 2025
BUY
$50.28 - $50.47 $270,053 - $271,074
5,371 New
5,371 $270 Million

Others Institutions Holding USFR

# of Institutions
608
Shares Held
229M
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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