Resources Investment Advisors, Llc. Wisdomtree Floating Rate Treas Transaction History

Resources Investment Advisors, Llc.

$8.93 Billion
Q3 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 7,970 shares of USFR stock, worth $401,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,970

Previous 18,231 56.28%

Holding current value

$401,289

Previous $917,000 56.38%

% of portfolio

0.0%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$50.23 - $50.48 $515,410 - $517,975	-10,261 Reduced 56.28%	7,970 $400,000
Q2 2025 Aug 07, 2025	BUY	$50.28 - $50.47 $438,743 - $440,401	8,726 Added 91.8%	18,231 $917,000
Q1 2025 Apr 28, 2025	SELL	$50.29 - $50.5 $29,067 - $29,189	-578 Reduced 5.73%	9,505 $478,000
Q4 2024 Feb 13, 2025	SELL	$50.23 - $50.46 $333,627 - $335,155	-6,642 Reduced 39.71%	10,083 $507,000
Q3 2024 Nov 06, 2024	BUY	$50.2 - $50.48 $12,600 - $12,670	251 Added 1.52%	16,725 $839,000

Q2 2024 Aug 02, 2024	BUY	$50.28 - $50.52 $64,509 - $64,817	1,283 Added 8.45%	16,474 $828,000
Q1 2024 May 10, 2024	SELL	$50.23 - $50.46 $643,245 - $646,190	-12,806 Reduced 45.74%	15,191 $763,000
Q4 2023 Feb 13, 2024	SELL	$50.21 - $50.49 $5.52 Million - $5.55 Million	-109,986 Reduced 79.71%	27,997 $1.41 Million
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $4.96 Million - $4.98 Million	98,647 Added 250.78%	137,983 $6.94 Million
Q2 2023 Aug 07, 2023	SELL	$50.23 - $50.5 $98,501 - $99,030	-1,961 Reduced 4.75%	39,336 $1.98 Million
Q1 2023 May 10, 2023	SELL	$50.21 - $50.41 $6.16 Million - $6.19 Million	-122,760 Reduced 74.83%	41,297 $2.08 Million
Q4 2022 Feb 02, 2023	BUY	$50.2 - $50.39 $8.24 Million - $8.27 Million	164,057 New	164,057 $8.25 Million

Others Institutions Holding USFR

# of Institutions

607

Shares Held

248M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

Resources Investment Advisors, Llc. Wisdomtree Floating Rate Treas Transaction History