Berger Financial Group, Inc Wisdomtree Floating Rate Treas Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Berger Financial Group, Inc holds 20,070 shares of USFR stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,070

Previous 17,688 13.47%

Holding current value

$1.01 Million

Previous $889,000 13.39%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$50.23 - $50.48 $119,647 - $120,243	2,382 Added 13.47%	20,070 $1.01 Million
Q2 2025 Jul 22, 2025	BUY	$50.28 - $50.47 $91,459 - $91,804	1,819 Added 11.46%	17,688 $889,000
Q1 2025 May 12, 2025	SELL	$50.29 - $50.5 $257,836 - $258,913	-5,127 Reduced 24.42%	15,869 $798,000
Q4 2024 Feb 14, 2025	BUY	$50.23 - $50.46 $435,544 - $437,538	8,671 Added 70.35%	20,996 $1.06 Million
Q3 2024 Nov 12, 2024	SELL	$50.2 - $50.48 $48,292 - $48,561	-962 Reduced 7.24%	12,325 $618,000

Q2 2024 Aug 14, 2024	BUY	$50.28 - $50.52 $132,940 - $133,574	2,644 Added 24.84%	13,287 $668,000
Q1 2024 Apr 16, 2024	BUY	$50.23 - $50.46 $534,597 - $537,045	10,643 New	10,643 $535,000

Others Institutions Holding USFR

# of Institutions

605

Shares Held

233M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Berger Financial Group, Inc Wisdomtree Floating Rate Treas Transaction History