Aprio Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Aprio Wealth Management, LLC

$902 Million
Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 11,958 shares of USFR stock, worth $602,085. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,958

Holding current value

$602,085

% of portfolio

0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.23 - $50.48 $600,650 - $603,639	11,958 New	11,958 $601,000
Q1 2024 Apr 10, 2024	SELL	$50.23 - $50.46 $5.61 Million - $5.64 Million	-111,755 Reduced 79.87%	28,174 $1.42 Million
Q4 2023 Jan 17, 2024	BUY	$50.21 - $50.49 $6.21 Million - $6.25 Million	123,693 Added 761.84%	139,929 $7.03 Million
Q3 2023 Oct 10, 2023	SELL	$50.28 - $50.51 $387,357 - $389,129	-7,704 Reduced 32.18%	16,236 $816,000
Q2 2023 Jul 13, 2023	SELL	$50.23 - $50.5 $1.22 Million - $1.23 Million	-24,259 Reduced 50.33%	23,940 $1.2 Million

Q1 2023 Apr 14, 2023	SELL	$50.21 - $50.41 $48.9 Million - $49.1 Million	-973,736 Reduced 95.28%	48,199 $2.42 Million
Q4 2022 Jan 11, 2023	BUY	$50.2 - $50.39 $51.3 Million - $51.5 Million	1,021,935 New	1,021,935 $0

Others Institutions Holding USFR

# of Institutions

611

Shares Held

249M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Aprio Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History