Peterson Financial Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 5,618 shares of USFR stock, worth $283,259. This represents 1.09% of its overall portfolio holdings.

Number of Shares

5,618

Previous 5,495 2.24%

Holding current value

$283,259

Previous $276 Million 2.05%

% of portfolio

1.09%

Previous 1.69%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$50.2 - $50.48 $6,174 - $6,209	123 Added 2.24%	5,618 $282 Million
Q2 2024 Aug 12, 2024	SELL	$50.28 - $50.52 $22,626 - $22,734	-450 Reduced 7.57%	5,495 $276 Million
Q1 2024 Apr 24, 2024	BUY	$50.23 - $50.46 $1,657 - $1,665	33 Added 0.56%	5,945 $298,000
Q4 2023 Feb 12, 2024	BUY	$50.21 - $50.49 $3,665 - $3,685	73 Added 1.25%	5,912 $297,000
Q3 2023 Oct 31, 2023	SELL	$50.28 - $50.51 $90,403 - $90,816	-1,798 Reduced 23.54%	5,839 $293,000
Q2 2023 Aug 04, 2023	BUY	$50.23 - $50.5 $652 - $656	13 Added 0.17%	7,637 $384,000
Q1 2023 Apr 25, 2023	SELL	$50.21 - $50.41 $23,498 - $23,591	-468 Reduced 5.78%	7,624 $383,000
Q4 2022 Feb 03, 2023	SELL	$50.2 - $50.39 $7,078 - $7,104	-141 Reduced 1.71%	8,092 $406,000
Q3 2022 Oct 17, 2022	BUY	$50.24 - $50.38 $904 - $906	18 Added 0.22%	8,233 $414,000
Q2 2022 Jul 20, 2022	BUY	$50.27 - $50.39 $18,147 - $18,190	361 Added 4.6%	8,215 $413,000
Q1 2022 Jul 19, 2022	BUY	$50.18 - $50.3 $394,113 - $395,056	7,854 New	7,854 $395,000

Others Institutions Holding USFR

# of Institutions

569

Shares Held

220M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Peterson Financial Group, Inc. Wisdomtree Floating Rate Treas Transaction History