A detailed history of Db Wealth Management Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 45,188 shares of USFR stock, worth $2.28 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
45,188
Previous 55,601 18.73%
Holding current value
$2.28 Million
Previous $2.8 Million 18.84%
% of portfolio
1.34%
Previous 1.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$50.21 - $50.49 $522,836 - $525,752
-10,413 Reduced 18.73%
45,188 $2.27 Million
Q3 2023

Nov 09, 2023

SELL
$50.28 - $50.51 $374,535 - $376,248
-7,449 Reduced 11.81%
55,601 $2.8 Million
Q2 2023

Aug 10, 2023

SELL
$50.23 - $50.5 $29,485 - $29,643
-587 Reduced 0.92%
63,050 $3.17 Million
Q1 2023

May 12, 2023

SELL
$50.21 - $50.41 $29,473 - $29,590
-587 Reduced 0.91%
63,637 $3.2 Million
Q4 2022

Feb 13, 2023

BUY
$50.2 - $50.39 $3.22 Million - $3.24 Million
64,224 New
64,224 $3.23 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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