Cascade Investment Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History

Cascade Investment Advisors, Inc.

$153 Million
Q4 2024

A detailed history of Cascade Investment Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 11,198 shares of USFR stock, worth $563,595. This represents 0.37% of its overall portfolio holdings.

Number of Shares

11,198

Previous 9,708 15.35%

Holding current value

$563,595

Previous $487,000 15.61%

% of portfolio

0.37%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$50.23 - $50.46 $74,842 - $75,185	1,490 Added 15.35%	11,198 $563,000
Q3 2024 Oct 02, 2024	BUY	$50.2 - $50.48 $11,395 - $11,458	227 Added 2.39%	9,708 $487,000
Q2 2024 Jul 08, 2024	BUY	$50.28 - $50.52 $16,793 - $16,873	334 Added 3.65%	9,481 $476,000
Q1 2024 Apr 24, 2024	BUY	$50.23 - $50.46 $43,951 - $44,152	875 Added 10.58%	9,147 $460,000
Q4 2023 Jan 11, 2024	BUY	$50.21 - $50.49 $59,749 - $60,083	1,190 Added 16.8%	8,272 $415,000
Q3 2023 Oct 30, 2023	BUY	$50.28 - $50.51 $45,252 - $45,459	900 Added 14.56%	7,082 $356,000
Q2 2023 Jul 21, 2023	BUY	$50.23 - $50.5 $310,521 - $312,191	6,182 New	6,182 $311,000

Others Institutions Holding USFR

# of Institutions

546

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cascade Investment Advisors, Inc. with notifications on news.

Account

Cascade Investment Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History