Ifp Advisors, Inc Wisdomtree Floating Rate Treas Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Ifp Advisors, Inc holds 29,963 shares of USFR stock, worth $1.51 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

29,963

Previous 19,305 55.21%

Holding current value

$1.51 Million

Previous $969,000 55.52%

% of portfolio

0.05%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$50.23 - $50.46 $535,351 - $537,802	10,658 Added 55.21%	29,963 $1.51 Million
Q3 2024 Feb 04, 2025	BUY	$50.2 - $50.48 $8,534 - $8,581	170 Added 0.89%	19,305 $969,000
Q2 2024 Jul 30, 2024	BUY	$50.28 - $50.52 $21,268 - $21,369	423 Added 2.26%	19,135 $962,000
Q1 2024 Jul 30, 2024	SELL	$50.23 - $50.46 $248,387 - $249,524	-4,945 Reduced 20.9%	18,712 $941,000
Q4 2023 Jan 09, 2024	SELL	$50.21 - $50.49 $58.4 Million - $58.7 Million	-1,163,554 Reduced 98.01%	23,657 $1.19 Million
Q3 2023 Oct 12, 2023	BUY	$50.28 - $50.51 $2.29 Million - $2.3 Million	45,551 Added 3.99%	1,187,211 $59.7 Million
Q2 2023 Aug 04, 2023	BUY	$50.23 - $50.5 $7.28 Million - $7.32 Million	145,027 Added 14.55%	1,141,660 $57.4 Million
Q1 2023 Apr 18, 2023	BUY	$50.21 - $50.41 $13.8 Million - $13.8 Million	274,564 Added 38.02%	996,633 $50.1 Million
Q4 2022 Feb 07, 2023	BUY	$50.2 - $50.39 $13.5 Million - $13.6 Million	268,925 Added 59.35%	722,069 $36.3 Million
Q3 2022 Nov 08, 2022	BUY	$50.24 - $50.38 $22.7 Million - $22.8 Million	452,549 Added 76058.66%	453,144 $22.8 Million
Q2 2022 Sep 06, 2022	BUY	$50.27 - $50.39 $29,910 - $29,982	595 New	595 $28,000
Q2 2022 Aug 12, 2022	SELL	$50.27 - $50.39 $29,910 - $29,982	-595 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$50.18 - $50.3 $29,857 - $29,928	595 New	595 $0

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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