Reuter James Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Reuter James Wealth Management, LLC

  • $637 Million
  • Q3 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 343,859 shares of USFR stock, worth $17.3 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
343,859
Previous 651,001 47.18%
Holding current value
$17.3 Million
Previous $32.8 Million 47.22%
% of portfolio
2.71%
Previous 5.5%

Shares

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

Oct 14, 2025
SELL
$50.23 - $50.48 $15.4 Million - $15.5 Million
-307,142 Reduced 47.18%
343,859 $17.3 Million
Q2 2025

Jul 24, 2025
BUY
$50.28 - $50.47 $12 Million - $12.1 Million
239,139 Added 58.06%
651,001 $32.8 Million
Q1 2025

Apr 14, 2025
BUY
$50.29 - $50.5 $20.7 Million - $20.8 Million
411,862 New
411,862 $20.7 Million

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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