Ep Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 30,173 shares of USFR stock, worth $1.52 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,173
Previous 27,235 10.79%
Holding current value
$1.52 Million
Previous $1.37 Million 10.8%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$50.28 - $50.47 $147,722 - $148,280
2,938 Added 10.79%
30,173 $1.52 Million
Q1 2025

May 15, 2025
SELL
$50.29 - $50.5 $146,193 - $146,803
-2,907 Reduced 9.64%
27,235 $1.37 Million
Q4 2024

Feb 13, 2025
SELL
$50.23 - $50.46 $90,665 - $91,080
-1,805 Reduced 5.65%
30,142 $1.52 Million
Q3 2024

Nov 14, 2024
SELL
$50.2 - $50.48 $119,927 - $120,596
-2,389 Reduced 6.96%
31,947 $1.6 Million
Q2 2024

Aug 19, 2024
SELL
$50.28 - $50.52 $146,163 - $146,861
-2,907 Reduced 7.81%
34,336 $1.73 Million
Q1 2024

May 14, 2024
SELL
$50.23 - $50.46 $376,925 - $378,651
-7,504 Reduced 16.77%
37,243 $1.87 Million
Q4 2023

Feb 28, 2024
SELL
$50.21 - $50.49 $131,901 - $132,637
-2,627 Reduced 5.55%
44,747 $2.25 Million
Q3 2023

Nov 22, 2023
SELL
$50.28 - $50.51 $13.3 Million - $13.3 Million
-264,120 Reduced 84.79%
47,374 $2.38 Million
Q2 2023

Aug 14, 2023
BUY
$50.23 - $50.5 $12.1 Million - $12.2 Million
240,855 Added 340.97%
311,494 $15.7 Million
Q1 2023

Jun 05, 2023
BUY
$50.21 - $50.41 $3.55 Million - $3.56 Million
70,639 New
70,639 $3.55 Million
Q4 2022

Jun 12, 2023
SELL
$50.2 - $50.39 $3.17 Million - $3.19 Million
-63,208 Reduced 89.48%
7,431 $373,000

Others Institutions Holding USFR

# of Institutions
608
Shares Held
229M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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