Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 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 51,731 shares of USFR stock, worth $2.61 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

51,731

Previous 43,353 19.33%

Holding current value

$2.61 Million

Previous $2.18 Billion 19.56%

% of portfolio

2.23%

Previous 1.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$50.23 - $50.46 $420,826 - $422,753	8,378 Added 19.33%	51,731 $2.6 Billion
Q3 2024 Nov 08, 2024	BUY	$50.2 - $50.48 $3,012 - $3,028	60 Added 0.14%	43,353 $2.18 Billion
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

580

Shares Held

220M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Transaction History