Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

SELL
$50.28 - $50.51 $237,472 - $238,558
-4,723 Reduced 12.93%
31,801 $1.6 Million
Q2 2023

Jul 20, 2023

SELL
$50.23 - $50.5 $398,273 - $400,414
-7,929 Reduced 17.84%
36,524 $1.84 Million
Q1 2023

Apr 12, 2023

SELL
$50.21 - $50.41 $2.67 Million - $2.68 Million
-53,086 Reduced 54.43%
44,453 $2.23 Million
Q4 2022

Jan 26, 2023

SELL
$50.2 - $50.39 $573,936 - $576,108
-11,433 Reduced 10.49%
97,539 $0
Q3 2022

Oct 20, 2022

SELL
$50.24 - $50.38 $577,358 - $578,966
-11,492 Reduced 9.54%
108,972 $5.48 Million
Q2 2022

Jul 28, 2022

BUY
$50.27 - $50.39 $6.06 Million - $6.07 Million
120,464 New
120,464 $6.06 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.