Goldstone Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 73,936 shares of USFR stock, worth $3.73 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

73,936

Previous 72,810 1.55%

Holding current value

$3.73 Million

Previous $3.66 Billion 1.57%

% of portfolio

0.56%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$50.29 - $50.5 $56,626 - $56,863	1,126 Added 1.55%	73,936 $3.72 Billion
Q4 2024 Jan 14, 2025	BUY	$50.23 - $50.46 $155,411 - $156,123	3,094 Added 4.44%	72,810 $3.66 Billion
Q3 2024 Oct 28, 2024	BUY	$50.2 - $50.48 $3.5 Million - $3.52 Million	69,716 New	69,716 $3.5 Billion
Q2 2024 Jan 15, 2025	SELL	$50.28 - $50.52 $616,835 - $619,779	-12,268 Reduced 16.85%	60,542 $3.05 Billion
Q1 2024 Jan 15, 2025	BUY	$50.23 - $50.46 $596,732 - $599,464	11,880 Added 28.83%	53,090 $2.67 Billion
Q4 2023 Jan 15, 2025	BUY	$50.21 - $50.49 $548,644 - $551,704	10,927 Added 36.08%	41,210 $2.07 Billion
Q3 2023 Jan 15, 2025	BUY	$50.28 - $50.51 $146,415 - $147,085	2,912 Added 10.64%	30,283 $1.52 Billion
Q2 2023 Jan 15, 2025	BUY	$50.23 - $50.5 $392,547 - $394,657	7,815 Added 39.96%	27,371 $1.38 Billion
Q1 2023 Jan 15, 2025	SELL	$50.21 - $50.41 $2.67 Million - $2.68 Million	-53,254 Reduced 73.14%	19,556 $983 Million

Others Institutions Holding USFR

# of Institutions

588

Shares Held

219M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Goldstone Financial Group, LLC Wisdomtree Floating Rate Treas Transaction History