A detailed history of Bedell Frazier Investment Counseling, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Bedell Frazier Investment Counseling, LLC holds 12,539 shares of USFR stock, worth $632,717. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,539
Previous 13,050 3.92%
Holding current value
$632,717
Previous $655,000 3.82%
% of portfolio
0.16%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$50.23 - $50.46 $25,667 - $25,785
-511 Reduced 3.92%
12,539 $630,000
Q4 2023

Feb 13, 2024

BUY
$50.21 - $50.49 $147,265 - $148,087
2,933 Added 28.99%
13,050 $655,000
Q3 2023

Nov 13, 2023

BUY
$50.28 - $50.51 $508,682 - $511,009
10,117 New
10,117 $509,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


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