Regal Investment Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Regal Investment Advisors LLC holds 7,227 shares of USFR stock, worth $363,879. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,227
Previous 8,560 15.57%
Holding current value
$363,879
Previous $430,000 15.58%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 13, 2025
SELL
$50.23 - $50.48 $66,956 - $67,289
-1,333 Reduced 15.57%
7,227 $363,000
Q2 2025

Aug 11, 2025
SELL
$50.28 - $50.47 $60,637 - $60,866
-1,206 Reduced 12.35%
8,560 $430,000
Q1 2025

May 12, 2025
BUY
$50.29 - $50.5 $491,132 - $493,183
9,766 New
9,766 $491,000
Q2 2024

Aug 14, 2024
SELL
$50.28 - $50.52 $45,050 - $45,265
-896 Reduced 5.21%
16,302 $820,000
Q1 2024

May 15, 2024
SELL
$50.23 - $50.46 $38,777 - $38,955
-772 Reduced 4.3%
17,198 $864,000
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $94,595 - $95,123
1,884 Added 11.71%
17,970 $902,000
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $166,326 - $167,087
3,308 Added 25.89%
16,086 $809,000
Q2 2023

Aug 11, 2023
BUY
$50.23 - $50.5 $49,275 - $49,540
981 Added 8.32%
12,778 $642,000
Q1 2023

May 11, 2023
BUY
$50.21 - $50.41 $73,858 - $74,153
1,471 Added 14.25%
11,797 $593,000
Q4 2022

Mar 01, 2023
BUY
$50.2 - $50.39 $518,365 - $520,327
10,326 New
10,326 $519,000

Others Institutions Holding USFR

# of Institutions
611
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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