Wr Wealth Planners, LLC Wisdomtree Floating Rate Treas Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 01, 2024	SELL	$50.28 - $50.51 $1,005 - $1,010	-20 Closed	0 $0
Q2 2023 Aug 01, 2024	BUY	$50.23 - $50.5 $1,004 - $1,010	20 New	20 $1.01 Million

Others Institutions Holding USFR

# of Institutions

517

Shares Held

228M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.6M
Shares

$1.14 Billion
0.1% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.04 Billion
0.08% of portfolio
Summit Trail Advisors, LLC New York, NY

20.3M
Shares

$1.02 Billion
27.13% of portfolio
Jpmorgan Chase & CO New York, NY

19.5M
Shares

$982 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

12.9M
Shares

$649 Million
0.3% of portfolio

About WISDOMTREE FLOATING RATE TREAS

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