Wealth Shield Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Shield Partners, LLC

$839 Million
Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 45,226 shares of USFR stock, worth $2.28 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

45,226

Previous 42,472 6.48%

Holding current value

$2.28 Million

Previous $2.14 Million 6.41%

% of portfolio

0.27%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$50.23 - $50.48 $138,333 - $139,021	2,754 Added 6.48%	45,226 $2.27 Million
Q2 2025 Aug 08, 2025	SELL	$50.28 - $50.47 $73,660 - $73,938	-1,465 Reduced 3.33%	42,472 $2.14 Million
Q1 2025 May 09, 2025	SELL	$50.29 - $50.5 $42,997 - $43,177	-855 Reduced 1.91%	43,937 $2.21 Million
Q4 2024 Feb 04, 2025	BUY	$50.23 - $50.46 $340,107 - $341,664	6,771 Added 17.81%	44,792 $2.25 Million
Q3 2024 Nov 04, 2024	BUY	$50.2 - $50.48 $317,916 - $319,689	6,333 Added 19.99%	38,021 $1.91 Million

Q2 2024 Jul 26, 2024	SELL	$50.28 - $50.52 $852,246 - $856,314	-16,950 Reduced 34.85%	31,688 $1.59 Million
Q1 2024 Apr 29, 2024	BUY	$50.23 - $50.46 $722,809 - $726,119	14,390 Added 42.02%	48,638 $2.45 Million
Q4 2023 Jan 23, 2024	BUY	$50.21 - $50.49 $1.31 Million - $1.32 Million	26,166 Added 323.76%	34,248 $1.72 Million
Q3 2023 Oct 25, 2023	BUY	$50.28 - $50.51 $406,362 - $408,221	8,082 New	8,082 $406,000

Others Institutions Holding USFR

# of Institutions

610

Shares Held

249M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Wealth Shield Partners, LLC Wisdomtree Floating Rate Treas Transaction History