Us Financial Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Us Financial Advisors, LLC

  • $338 Million
  • Q1 2025

A detailed history of Us Financial Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Us Financial Advisors, LLC holds 167,470 shares of USFR stock, worth $8.43 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
167,470
Previous 120,533 38.94%
Holding current value
$8.43 Million
Previous $6.07 Million 38.96%
% of portfolio
2.49%
Previous 1.87%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$50.29 - $50.5 $2.36 Million - $2.37 Million
46,937 Added 38.94%
167,470 $8.43 Million
Q4 2024

Feb 13, 2025
BUY
$50.23 - $50.46 $1.71 Million - $1.72 Million
34,061 Added 39.39%
120,533 $6.07 Million
Q3 2024

Oct 31, 2024
BUY
$50.2 - $50.48 $1.61 Million - $1.62 Million
32,054 Added 58.9%
86,472 $4.34 Million
Q2 2024

Aug 01, 2024
BUY
$50.28 - $50.52 $428,737 - $430,784
8,527 Added 18.58%
54,418 $2.74 Million
Q1 2024

May 13, 2024
SELL
$50.23 - $50.46 $864,307 - $868,265
-17,207 Reduced 27.27%
45,891 $2.31 Million
Q4 2023

Feb 07, 2024
BUY
$50.21 - $50.49 $577,565 - $580,786
11,503 Added 22.29%
63,098 $3.17 Million
Q3 2023

Nov 09, 2023
BUY
$50.28 - $50.51 $2.38 Million - $2.39 Million
47,292 Added 1099.05%
51,595 $2.6 Million
Q2 2023

Aug 09, 2023
SELL
$50.23 - $50.5 $596,079 - $599,283
-11,867 Reduced 73.39%
4,303 $216,000
Q1 2023

May 04, 2023
BUY
$50.21 - $50.41 $811,895 - $815,129
16,170 New
16,170 $812,000

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
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