Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History

Yoder Wealth Management, Inc.

$181 Billion
Q4 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 121,656 shares of USFR stock, worth $6.13 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares

121,656

Previous 131,905 7.77%

Holding current value

$6.13 Million

Previous $6.62 Billion 7.59%

% of portfolio

3.38%

Previous 3.98%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$50.23 - $50.46 $514,807 - $517,164	-10,249 Reduced 7.77%	121,656 $6.12 Billion
Q3 2024 Oct 23, 2024	SELL	$50.2 - $50.48 $319,021 - $320,800	-6,355 Reduced 4.6%	131,905 $6.62 Billion
Q2 2024 Jul 23, 2024	SELL	$50.28 - $50.52 $1.75 Million - $1.76 Million	-34,830 Reduced 20.12%	138,260 $6.96 Billion
Q1 2024 Apr 19, 2024	BUY	$50.23 - $50.46 $256,022 - $257,194	5,097 Added 3.03%	173,090 $8.7 Billion
Q4 2023 Feb 02, 2024	BUY	$50.21 - $50.49 $231,719 - $233,011	4,615 Added 2.82%	167,993 $8.44 Billion
Q3 2023 Oct 18, 2023	BUY	$50.28 - $50.51 $408,223 - $410,090	8,119 Added 5.23%	163,378 $8.22 Billion
Q2 2023 Aug 04, 2023	BUY	$50.23 - $50.5 $342,116 - $343,955	6,811 Added 4.59%	155,259 $7.81 Billion
Q1 2023 May 15, 2023	BUY	$50.21 - $50.41 $7.45 Million - $7.48 Million	148,448 New	148,448 $7.46 Billion

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Account

Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History