A detailed history of Caldwell Sutter Capital, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 10,554 shares of USFR stock, worth $531,816. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,554
Previous 8,675 21.66%
Holding current value
$531,816
Previous $436 Million 21.72%
% of portfolio
0.26%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$50.28 - $50.52 $94,476 - $94,927
1,879 Added 21.66%
10,554 $531 Million
Q1 2024

Apr 19, 2024

BUY
$50.23 - $50.46 $113,168 - $113,686
2,253 Added 35.08%
8,675 $436 Million
Q4 2023

Jan 19, 2024

BUY
$50.21 - $50.49 $117,139 - $117,793
2,333 Added 57.06%
6,422 $323 Million
Q3 2023

Oct 25, 2023

BUY
$50.28 - $50.51 $175,376 - $176,178
3,488 Added 580.37%
4,089 $206 Million
Q2 2023

Jul 19, 2023

BUY
$50.23 - $50.5 $30,188 - $30,350
601 New
601 $30.2 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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