Root Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Root Financial Partners, LLC holds 11,807 shares of USFR stock, worth $594,482. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,807
Previous 14,370 17.84%
Holding current value
$594,482
Previous $723 Million 17.9%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Oct 29, 2025
SELL
$50.23 - $50.48 $128,739 - $129,380
-2,563 Reduced 17.84%
11,807 $594 Million
Q2 2025

Aug 11, 2025
SELL
$50.28 - $50.47 $70,593 - $70,859
-1,404 Reduced 8.9%
14,370 $723 Million
Q1 2025

Apr 24, 2025
SELL
$50.29 - $50.5 $80,765 - $81,103
-1,606 Reduced 9.24%
15,774 $794 Million
Q3 2024

Oct 31, 2024
BUY
$50.2 - $50.48 $872,476 - $877,342
17,380 New
17,380 $873 Million

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
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