National Wealth Management Group, LLC Wisdomtree Floating Rate Treas Transaction History

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, National Wealth Management Group, LLC holds 37,624 shares of USFR stock, worth $1.89 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
37,624
Previous 32,251 16.66%
Holding current value
$1.89 Million
Previous $1.62 Billion 16.78%
% of portfolio
0.66%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$50.24 - $50.4 $269,939 - $270,799
5,373 Added 16.66%
37,624 $1.89 Billion
Q3 2025

Oct 31, 2025
BUY
$50.23 - $50.48 $1.62 Million - $1.63 Million
32,251 New
32,251 $1.62 Billion

Others Institutions Holding USFR

# of Institutions
605
Shares Held
233M
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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