Founders Financial Alliance, LLC Wisdomtree Floating Rate Treas Transaction History

Founders Financial Alliance, LLC

$481 Million
Q3 2025

A detailed history of Founders Financial Alliance, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 35,933 shares of USFR stock, worth $1.81 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

35,933

Previous 32,222 11.52%

Holding current value

$1.81 Million

Previous $1.62 Million 11.41%

% of portfolio

0.38%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$50.23 - $50.48 $186,403 - $187,331	3,711 Added 11.52%	35,933 $1.81 Million
Q2 2025 Aug 12, 2025	BUY	$50.28 - $50.47 $47,816 - $47,996	951 Added 3.04%	32,222 $1.62 Million
Q1 2025 May 12, 2025	BUY	$50.29 - $50.5 $272,873 - $274,013	5,426 Added 20.99%	31,271 $1.57 Million
Q4 2024 Feb 07, 2025	SELL	$50.23 - $50.46 $243,766 - $244,882	-4,853 Reduced 15.81%	25,845 $1.3 Million
Q3 2024 Nov 01, 2024	BUY	$50.2 - $50.48 $694,667 - $698,542	13,838 Added 82.08%	30,698 $1.54 Million

Q2 2024 Aug 23, 2024	BUY	$50.28 - $50.52 $847,720 - $851,767	16,860 New	16,860 $848,000

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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Founders Financial Alliance, LLC Wisdomtree Floating Rate Treas Transaction History