Kovitz Investment Group Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 170,956 shares of USFR stock, worth $8.61 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

170,956

Previous 161,958 5.56%

Holding current value

$8.61 Million

Previous $8.15 Million 5.46%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$50.23 - $50.48 $451,969 - $454,219	8,998 Added 5.56%	170,956 $8.59 Million
Q2 2025 Aug 14, 2025	BUY	$50.28 - $50.47 $4.1 Million - $4.11 Million	81,455 Added 101.18%	161,958 $8.15 Million
Q1 2025 May 13, 2025	SELL	$50.29 - $50.5 $227,511 - $228,462	-4,524 Reduced 5.32%	80,503 $4.05 Million
Q4 2024 Aug 25, 2025	SELL	$50.23 - $50.46 $3.86 Million - $3.88 Million	-76,931 Reduced 47.5%	85,027 $4.28 Million
Q4 2024 Feb 14, 2025	BUY	$50.23 - $50.46 $88,957 - $89,364	1,771 Added 2.13%	85,027 $4.28 Million

Q3 2024 Nov 14, 2024	BUY	$50.2 - $50.48 $4.18 Million - $4.2 Million	83,256 New	83,256 $4.18 Million

Others Institutions Holding USFR

# of Institutions

610

Shares Held

249M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Kovitz Investment Group Partners, LLC Wisdomtree Floating Rate Treas Transaction History