Independent Wealth Network Inc. Wisdomtree Floating Rate Treas Transaction History

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Independent Wealth Network Inc. holds 8,378 shares of USFR stock, worth $421,832. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,378
Previous 10,101 17.06%
Holding current value
$421,832
Previous $508,000 17.13%
% of portfolio
0.14%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$50.23 - $50.48 $86,546 - $86,977
-1,723 Reduced 17.06%
8,378 $421,000
Q2 2025

Jul 16, 2025
SELL
$50.28 - $50.47 $1,357 - $1,362
-27 Reduced 0.27%
10,101 $508,000
Q4 2024

Jan 17, 2025
SELL
$50.23 - $50.46 $4,269 - $4,289
-85 Reduced 0.83%
10,128 $509,000
Q3 2024

Oct 15, 2024
BUY
$50.2 - $50.48 $1,706 - $1,716
34 Added 0.33%
10,213 $512,000
Q2 2024

Jul 18, 2024
SELL
$50.28 - $50.52 $10,257 - $10,306
-204 Reduced 1.96%
10,179 $512,000
Q1 2024

May 20, 2024
BUY
$50.23 - $50.46 $521,538 - $523,926
10,383 New
10,383 $522,000
Q4 2023

Jan 12, 2024
SELL
$50.21 - $50.49 $8,987 - $9,037
-179 Reduced 3.54%
4,871 $244,000
Q3 2023

Oct 11, 2023
SELL
$50.28 - $50.51 $3,217 - $3,232
-64 Reduced 1.25%
5,050 $254,000
Q1 2023

Apr 18, 2023
BUY
$50.21 - $50.41 $10,042 - $10,082
200 Added 4.07%
5,114 $257,000
Q4 2022

Jan 25, 2023
SELL
$50.2 - $50.39 $2,459 - $2,469
-49 Reduced 0.99%
4,914 $0
Q3 2022

Oct 17, 2022
BUY
$50.24 - $50.38 $19,895 - $19,950
396 Added 8.67%
4,963 $250,000
Q2 2022

Jul 26, 2022
BUY
$50.27 - $50.39 $229,583 - $230,131
4,567 New
4,567 $230,000

Others Institutions Holding USFR

# of Institutions
608
Shares Held
249M
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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