Mutual Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Mutual Advisors, LLC holds 20,504 shares of USFR stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,504

Previous 20,713 1.01%

Holding current value

$1.03 Million

Previous $1.04 Million 1.15%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$50.23 - $50.48 $10,498 - $10,550	-209 Reduced 1.01%	20,504 $1.03 Million
Q2 2025 Jul 28, 2025	BUY	$50.28 - $50.47 $557,052 - $559,157	11,079 Added 115.0%	20,713 $1.04 Million
Q1 2025 Apr 28, 2025	SELL	$50.29 - $50.5 $30,978 - $31,108	-616 Reduced 6.01%	9,634 $484,000
Q4 2024 Jan 17, 2025	SELL	$50.23 - $50.46 $61,581 - $61,863	-1,226 Reduced 10.68%	10,250 $515,000
Q3 2024 Oct 25, 2024	SELL	$50.2 - $50.48 $64,356 - $64,715	-1,282 Reduced 10.05%	11,476 $576,000

Q2 2024 Jul 30, 2024	BUY	$50.28 - $50.52 $88,291 - $88,713	1,756 Added 15.96%	12,758 $641,000
Q1 2024 May 02, 2024	BUY	$50.23 - $50.46 $213,377 - $214,354	4,248 Added 62.9%	11,002 $553,000
Q4 2023 Jan 12, 2024	BUY	$50.21 - $50.49 $135,968 - $136,726	2,708 Added 66.93%	6,754 $339,000
Q3 2023 Nov 13, 2023	SELL	$50.28 - $50.51 $90,755 - $91,170	-1,805 Reduced 30.85%	4,046 $203,000
Q2 2023 Jul 31, 2023	SELL	$50.23 - $50.5 $67,509 - $67,872	-1,344 Reduced 18.68%	5,851 $294,000
Q1 2023 Apr 11, 2023	SELL	$50.21 - $50.41 $209,827 - $210,663	-4,179 Reduced 36.74%	7,195 $361,000
Q4 2022 Jan 12, 2023	BUY	$50.2 - $50.39 $570,974 - $573,135	11,374 New	11,374 $0

Others Institutions Holding USFR

# of Institutions

610

Shares Held

249M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Mutual Advisors, LLC Wisdomtree Floating Rate Treas Transaction History