Melone Private Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Melone Private Wealth, LLC

  • $220 Million
  • Q3 2025

A detailed history of Melone Private Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Melone Private Wealth, LLC holds 332,972 shares of USFR stock, worth $16.8 Million. This represents 7.6% of its overall portfolio holdings.

Number of Shares
332,972
Previous 297,986 11.74%
Holding current value
$16.8 Million
Previous $15 Million 11.65%
% of portfolio
7.6%
Previous 7.65%

Shares

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

Oct 17, 2025
BUY
$50.23 - $50.48 $1.76 Million - $1.77 Million
34,986 Added 11.74%
332,972 $16.7 Million
Q2 2025

Jul 08, 2025
SELL
$50.28 - $50.47 $4.1 Million - $4.12 Million
-81,626 Reduced 21.5%
297,986 $15 Million
Q1 2025

Apr 11, 2025
SELL
$50.29 - $50.5 $2.96 Million - $2.97 Million
-58,773 Reduced 13.41%
379,612 $19.1 Million
Q4 2024

Jan 14, 2025
BUY
$50.23 - $50.46 $8.45 Million - $8.49 Million
168,293 Added 62.31%
438,385 $22.1 Million
Q3 2024

Oct 07, 2024
BUY
$50.2 - $50.48 $5.49 Million - $5.52 Million
109,369 Added 68.05%
270,092 $13.6 Million
Q2 2024

Jul 12, 2024
BUY
$50.28 - $50.52 $1.21 Million - $1.22 Million
24,139 Added 17.67%
160,723 $8.09 Million
Q1 2024

May 03, 2024
BUY
$50.23 - $50.46 $1.69 Million - $1.7 Million
33,712 Added 32.77%
136,584 $6.87 Million
Q4 2023

Jan 12, 2024
BUY
$50.21 - $50.49 $2.97 Million - $2.99 Million
59,250 Added 135.83%
102,872 $5.17 Million
Q3 2023

Oct 10, 2023
BUY
$50.28 - $50.51 $577,717 - $580,359
11,490 Added 35.76%
43,622 $2.2 Million
Q2 2023

Jul 27, 2023
BUY
$50.23 - $50.5 $1.61 Million - $1.62 Million
32,132 New
32,132 $1.62 Million

Others Institutions Holding USFR

# of Institutions
610
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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