Curran Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Curran Financial Partners, LLC

$435 Million
Q3 2025

A detailed history of Curran Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Curran Financial Partners, LLC holds 121,279 shares of USFR stock, worth $6.11 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

121,279

Previous 145,815 16.83%

Holding current value

$6.11 Million

Previous $7.34 Million 16.89%

% of portfolio

1.4%

Previous 1.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$50.23 - $50.48 $1.23 Million - $1.24 Million	-24,536 Reduced 16.83%	121,279 $6.1 Million
Q2 2025 Jul 21, 2025	SELL	$50.28 - $50.47 $133,795 - $134,300	-2,661 Reduced 1.79%	145,815 $7.34 Million
Q1 2025 Apr 21, 2025	BUY	$50.29 - $50.5 $299,627 - $300,879	5,958 Added 4.18%	148,476 $7.47 Million
Q4 2024 Jan 22, 2025	BUY	$50.23 - $50.46 $781,528 - $785,107	15,559 Added 12.26%	142,518 $7.17 Million
Q3 2024 Oct 16, 2024	SELL	$50.2 - $50.48 $6.18 Million - $6.22 Million	-123,149 Reduced 49.24%	126,959 $6.38 Million

Q2 2024 Jul 22, 2024	BUY	$50.28 - $50.52 $1.73 Million - $1.74 Million	34,399 Added 15.95%	250,108 $12.6 Million
Q1 2024 May 02, 2024	BUY	$50.23 - $50.46 $2.27 Million - $2.29 Million	45,288 Added 26.57%	215,709 $10.8 Million
Q4 2023 Jan 31, 2024	BUY	$50.21 - $50.49 $8.56 Million - $8.6 Million	170,421 New	170,421 $8.56 Million

Others Institutions Holding USFR

# of Institutions

611

Shares Held

249M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Curran Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History