Moulton Wealth Management, Inc Wisdomtree Floating Rate Treas Transaction History

Moulton Wealth Management, Inc

  • $131 Million
  • Q1 2025

A detailed history of Moulton Wealth Management, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 345,079 shares of USFR stock, worth $17.4 Million. This represents 13.29% of its overall portfolio holdings.

Number of Shares
345,079
Previous 288,932 19.43%
Holding current value
$17.4 Million
Previous $14.5 Million 19.43%
% of portfolio
13.29%
Previous 11.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$50.29 - $50.5 $2.82 Million - $2.84 Million
56,147 Added 19.43%
345,079 $17.4 Million
Q4 2024

Jan 16, 2025
SELL
$50.23 - $50.46 $5.01 Million - $5.03 Million
-99,688 Reduced 25.65%
288,932 $14.5 Million
Q3 2024

Oct 17, 2024
SELL
$50.2 - $50.48 $4.19 Million - $4.21 Million
-83,457 Reduced 17.68%
388,620 $19.5 Million
Q2 2024

Jul 16, 2024
BUY
$50.28 - $50.52 $967,437 - $972,055
19,241 Added 4.25%
472,077 $23.8 Million
Q1 2024

Apr 10, 2024
BUY
$50.23 - $50.46 $2.49 Million - $2.51 Million
49,650 Added 12.31%
452,836 $22.8 Million
Q4 2023

Jan 10, 2024
BUY
$50.21 - $50.49 $530,970 - $533,931
10,575 Added 2.69%
403,186 $20.3 Million
Q3 2023

Oct 11, 2023
BUY
$50.28 - $50.51 $1.05 Million - $1.05 Million
20,876 Added 5.62%
392,611 $19.8 Million
Q2 2023

Jul 13, 2023
BUY
$50.23 - $50.5 $4.22 Million - $4.24 Million
84,051 Added 29.22%
371,735 $18.7 Million
Q1 2023

Apr 13, 2023
BUY
$50.21 - $50.41 $4.12 Million - $4.14 Million
82,048 Added 39.9%
287,684 $14.5 Million
Q4 2022

Jan 11, 2023
BUY
$50.2 - $50.39 $10.3 Million - $10.4 Million
205,636 New
205,636 $0

Others Institutions Holding USFR

# of Institutions
588
Shares Held
219M
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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