Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Serenus Wealth Advisors, LLC

$517 Billion
Q4 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 2,603,474 shares of USFR stock, worth $131 Million. This represents 25.36% of its overall portfolio holdings.

Number of Shares

2,603,474

Previous 4,288,701 39.29%

Holding current value

$131 Million

Previous $216 Billion 39.23%

% of portfolio

25.36%

Previous 36.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$50.24 - $50.4 $84.7 Million - $84.9 Million	-1,685,227 Reduced 39.29%	2,603,474 $131 Billion
Q3 2025 Nov 07, 2025	SELL	$50.23 - $50.48 $34.5 Million - $34.6 Million	-685,874 Reduced 13.79%	4,288,701 $216 Billion
Q2 2025 Aug 13, 2025	SELL	$50.28 - $50.47 $31.4 Million - $31.5 Million	-623,847 Reduced 11.14%	4,974,575 $250 Billion
Q1 2025 May 07, 2025	BUY	$50.29 - $50.5 $36.9 Million - $37.1 Million	733,794 Added 15.08%	5,598,422 $282 Billion
Q4 2024 Jan 28, 2025	BUY	$50.23 - $50.46 $244 Million - $245 Million	4,864,628 New	4,864,628 $245 Billion

Others Institutions Holding USFR

# of Institutions

609

Shares Held

229M

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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Serenus Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History