Guided Capital Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Guided Capital Wealth Management, LLC

  • $143 Billion
  • Q4 2025

A detailed history of Guided Capital Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 267,665 shares of USFR stock, worth $13.5 Million. This represents 9.44% of its overall portfolio holdings.

Number of Shares
267,665
Previous 265,596 0.78%
Holding current value
$13.5 Million
Previous $13.4 Billion 0.88%
% of portfolio
9.44%
Previous 11.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$50.24 - $50.4 $103,946 - $104,277
2,069 Added 0.78%
267,665 $13.5 Billion
Q3 2025

Oct 08, 2025
BUY
$50.23 - $50.48 $1.35 Million - $1.36 Million
26,846 Added 11.24%
265,596 $13.4 Billion
Q2 2025

Jul 10, 2025
SELL
$50.28 - $50.47 $1.76 Million - $1.77 Million
-34,988 Reduced 12.78%
238,750 $12 Billion
Q1 2025

Apr 21, 2025
SELL
$50.29 - $50.5 $11.2 Million - $11.2 Million
-222,255 Reduced 44.81%
273,738 $13.8 Billion
Q4 2024

Jan 29, 2025
BUY
$50.23 - $50.46 $24.9 Million - $25 Million
495,993 New
495,993 $25 Billion

Others Institutions Holding USFR

# of Institutions
607
Shares Held
248M
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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