Arete Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Arete Wealth Advisors, LLC

$1.22 Billion
Q2 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,381 shares of USFR stock, worth $220,320. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,381

Holding current value

$220,320

% of portfolio

0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$50.28 - $50.52 $220,276 - $221,328	4,381 New	4,381 $220,000
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $339,319 - $341,211	6,758 New	6,758 $339,000
Q2 2023 Aug 09, 2023	SELL	$50.23 - $50.5 $2.69 Million - $2.7 Million	-53,491 Reduced 83.71%	10,410 $524,000
Q1 2023 May 01, 2023	BUY	$50.21 - $50.41 $3.21 Million - $3.22 Million	63,901 New	63,901 $3.21 Million
Q3 2022 Nov 07, 2022	SELL	$50.24 - $50.38 $3.98 Million - $3.99 Million	-79,237 Reduced 20.43%	308,554 $15.5 Million
Q2 2022 Aug 15, 2022	BUY	$50.27 - $50.39 $9.35 Million - $9.37 Million	185,909 Added 92.09%	387,791 $19.5 Million
Q1 2022 May 06, 2022	BUY	$50.18 - $50.3 $10.1 Million - $10.2 Million	201,882 New	201,882 $10.2 Million

Others Institutions Holding USFR

# of Institutions

517

Shares Held

228M

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 Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History