Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Transaction History

Clear Point Advisors Inc.

  • $122 Billion
  • Q2 2024

A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Clear Point Advisors Inc. holds 43,293 shares of USFR stock, worth $2.18 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
43,293
Previous 24,069 79.87%
Holding current value
$2.18 Million
Previous $1.21 Billion 79.94%
% of portfolio
1.79%
Previous 1.0%

Shares

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

Aug 14, 2024
BUY
$50.28 - $50.52 $966,582 - $971,196
19,224 Added 79.87%
43,293 $2.18 Billion
Q1 2024

May 15, 2024
SELL
$50.23 - $50.46 $3.73 Million - $3.75 Million
-74,233 Reduced 75.52%
24,069 $1.21 Billion
Q4 2023

May 15, 2024
BUY
$50.21 - $50.49 $4.94 Million - $4.96 Million
98,302 New
98,302 $4.88 Billion

Others Institutions Holding USFR

# of Institutions
517
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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