Sequoia Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 7,217 shares of USFR stock, worth $363,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,217
Holding current value
$363,375
% of portfolio
0.0%

Shares

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

Oct 28, 2025
BUY
$50.23 - $50.48 $362,509 - $364,314
7,217 New
7,217 $362,000
Q2 2025

Jul 25, 2025
SELL
$50.28 - $50.47 $31,776 - $31,897
-632 Reduced 6.02%
9,862 $496,000
Q1 2025

Apr 23, 2025
BUY
$50.29 - $50.5 $527,743 - $529,947
10,494 New
10,494 $528,000

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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email