Stonebridge Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Stonebridge Wealth Management, LLC

  • $106 Billion
  • Q4 2025

A detailed history of Stonebridge Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 448,805 shares of USFR stock, worth $22.6 Million. This represents 21.34% of its overall portfolio holdings.

Number of Shares
448,805
Previous 398,700 12.57%
Holding current value
$22.6 Million
Previous $20 Billion 12.68%
% of portfolio
21.34%
Previous 17.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$50.24 - $50.4 $2.52 Million - $2.53 Million
50,105 Added 12.57%
448,805 $22.6 Billion
Q3 2025

Oct 17, 2025
SELL
$50.23 - $50.48 $811,515 - $815,554
-16,156 Reduced 3.89%
398,700 $20 Billion
Q2 2025

Aug 27, 2025
BUY
$50.28 - $50.47 $20.9 Million - $20.9 Million
414,856 New
414,856 $20.9 Billion

Others Institutions Holding USFR

# of Institutions
610
Shares Held
248M
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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