Guerra Advisors Inc Wisdomtree Floating Rate Treas Transaction History

Guerra Advisors Inc

$271 Billion
Q3 2025

A detailed history of Guerra Advisors Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guerra Advisors Inc holds 38 shares of USFR stock, worth $1,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,913

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$50.23 - $50.48 $1,908 - $1,918	38 New	38 $1.91 Million

Others Institutions Holding USFR

# of Institutions

607

Shares Held

248M

Call Options Held

Put Options Held

Summit Trail Advisors, LLC New York, NY

21.6M
Shares

$1.09 Billion
15.41% of portfolio
Jpmorgan Chase & CO New York, NY

20.3M
Shares

$1.02 Billion
0.07% of portfolio
Bip Wealth, LLC Atlanta, GA

19.5M
Shares

$984 Million
36.1% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$889 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

15.1M
Shares

$760 Million
0.05% of portfolio

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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