Fourth Dimension Wealth, LLC Wisdomtree Floating Rate Treas Transaction History
Fourth Dimension Wealth, LLC
- $262 Billion
- Q3 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 21,427 shares of USFR stock, worth $1.08 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,427
Previous 19,952
7.39%
Holding current value
$1.08 Million
Previous $1 Billion
7.31%
% of portfolio
0.41%
Previous 0.42%
Shares
3 transactions
Others Institutions Holding USFR
# of Institutions
605Shares Held
234MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$719 Million0.22% of portfolio