Resurgent Financial Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Resurgent Financial Advisors LLC

$189 Million
Q3 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 36,201 shares of USFR stock, worth $1.82 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

36,201

Previous 24,028 50.66%

Holding current value

$1.82 Million

Previous $1.21 Million 50.58%

% of portfolio

0.96%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$50.23 - $50.48 $611,449 - $614,493	12,173 Added 50.66%	36,201 $1.82 Million
Q2 2025 Aug 11, 2025	BUY	$50.28 - $50.47 $294,640 - $295,754	5,860 Added 32.25%	24,028 $1.21 Million
Q1 2025 May 05, 2025	BUY	$50.29 - $50.5 $251,902 - $252,954	5,009 Added 38.07%	18,168 $914,000
Q4 2024 Feb 13, 2025	BUY	$50.23 - $50.46 $160,434 - $161,169	3,194 Added 32.05%	13,159 $662,000
Q3 2024 Nov 14, 2024	BUY	$50.2 - $50.48 $500,243 - $503,033	9,965 New	9,965 $500,000

Q4 2023 Feb 09, 2024	BUY	$50.21 - $50.49 $96,804 - $97,344	1,928 Added 33.51%	7,681 $385,000
Q3 2023 Nov 13, 2023	BUY	$50.28 - $50.51 $289,260 - $290,584	5,753 New	5,753 $289,000

Others Institutions Holding USFR

# of Institutions

610

Shares Held

249M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Resurgent Financial Advisors LLC Wisdomtree Floating Rate Treas Transaction History