Strategic Wealth Partners, Ltd. Wisdomtree Floating Rate Treas Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 13,787 shares of USFR stock, worth $694,175. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,787

Previous 12,318 11.93%

Holding current value

$694,175

Previous $619,000 11.95%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$50.23 - $50.48 $73,787 - $74,155	1,469 Added 11.93%	13,787 $693,000
Q2 2025 Aug 11, 2025	BUY	$50.28 - $50.47 $13,877 - $13,929	276 Added 2.29%	12,318 $619,000
Q4 2024 Feb 14, 2025	SELL	$50.23 - $50.46 $230,153 - $231,207	-4,582 Reduced 27.56%	12,042 $605,000
Q3 2024 Oct 08, 2024	SELL	$50.2 - $50.48 $39,256 - $39,475	-782 Reduced 4.49%	16,624 $834,000
Q2 2024 Oct 08, 2024	BUY	$50.28 - $50.52 $161,901 - $162,674	3,220 Added 22.7%	17,406 $875,000

Q1 2024 May 20, 2024	SELL	$50.23 - $50.46 $739,787 - $743,174	-14,728 Reduced 50.94%	14,186 $713,000
Q4 2023 May 20, 2024	BUY	$50.21 - $50.49 $329,327 - $331,163	6,559 Added 29.34%	28,914 $1.45 Million
Q3 2023 May 20, 2024	BUY	$50.28 - $50.51 $1.12 Million - $1.13 Million	22,355 New	22,355 $1.12 Million

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
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Strategic Wealth Partners, Ltd. Wisdomtree Floating Rate Treas Transaction History