Regimen Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Regimen Wealth, LLC

  • $337 Billion
  • Q3 2025

A detailed history of Regimen Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Regimen Wealth, LLC holds 425,704 shares of USFR stock, worth $21.4 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares
425,704
Previous 420,794 1.17%
Holding current value
$21.4 Million
Previous $21.2 Billion 1.07%
% of portfolio
6.35%
Previous 6.57%

Shares

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

Nov 12, 2025
BUY
$50.23 - $50.48 $246,629 - $247,856
4,910 Added 1.17%
425,704 $21.4 Billion
Q2 2025

Aug 06, 2025
BUY
$50.28 - $50.47 $61,844 - $62,078
1,230 Added 0.29%
420,794 $21.2 Billion
Q1 2025

May 14, 2025
BUY
$50.29 - $50.5 $362,842 - $364,357
7,215 Added 1.75%
419,564 $21.1 Billion
Q4 2024

Feb 13, 2025
BUY
$50.23 - $50.46 $1.51 Million - $1.51 Million
29,963 Added 7.84%
412,349 $20.7 Billion
Q3 2024

Nov 13, 2024
BUY
$50.2 - $50.48 $400,294 - $402,527
7,974 Added 2.13%
382,386 $19.2 Billion
Q2 2024

Aug 14, 2024
BUY
$50.28 - $50.52 $583,298 - $586,082
11,601 Added 3.2%
374,412 $18.8 Billion
Q1 2024

May 14, 2024
SELL
$50.23 - $50.46 $263,757 - $264,965
-5,251 Reduced 1.43%
362,811 $18.2 Billion
Q4 2023

Feb 13, 2024
BUY
$50.21 - $50.49 $111,064 - $111,683
2,212 Added 0.6%
368,062 $18.6 Billion
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $2.05 Million - $2.06 Million
40,839 Added 12.57%
365,850 $18.4 Billion
Q2 2023

Aug 08, 2023
BUY
$50.23 - $50.5 $1.04 Million - $1.05 Million
20,731 Added 6.81%
325,011 $16.4 Billion
Q1 2023

May 05, 2023
SELL
$50.21 - $50.41 $438,634 - $440,381
-8,736 Reduced 2.79%
304,280 $16 Billion
Q4 2022

Feb 06, 2023
BUY
$50.2 - $50.39 $15.7 Million - $15.8 Million
313,016 New
313,016 $15.7 Billion

Others Institutions Holding USFR

# of Institutions
610
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
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

Follow Regimen Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email