Aprio Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	SELL	$50.23 - $50.46 $5.61 Million - $5.64 Million	-111,755 Reduced 79.87%	28,174 $1.42 Million
Q4 2023 Jan 17, 2024	BUY	$50.21 - $50.49 $6.21 Million - $6.25 Million	123,693 Added 761.84%	139,929 $7.03 Million
Q3 2023 Oct 10, 2023	SELL	$50.28 - $50.51 $387,357 - $389,129	-7,704 Reduced 32.18%	16,236 $816,000
Q2 2023 Jul 13, 2023	SELL	$50.23 - $50.5 $1.22 Million - $1.23 Million	-24,259 Reduced 50.33%	23,940 $1.2 Million
Q1 2023 Apr 14, 2023	SELL	$50.21 - $50.41 $48.9 Million - $49.1 Million	-973,736 Reduced 95.28%	48,199 $2.42 Million
Q4 2022 Jan 11, 2023	BUY	$50.2 - $50.39 $51.3 Million - $51.5 Million	1,021,935 New	1,021,935 $0

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

0

Put Options Held

0

About WISDOMTREE FLOATING RATE TREAS

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