Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

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 49,052 shares of USFR stock, worth $2.47 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

49,052

Previous 51,731 5.18%

Holding current value

$2.47 Million

Previous $2.6 Billion 5.16%

% of portfolio

2.22%

Previous 2.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$50.29 - $50.5 $134,726 - $135,289	-2,679 Reduced 5.18%	49,052 $2.47 Billion
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

603

Shares Held

227M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Clear Point Advisors Inc. Wisdomtree Floating Rate Treas Transaction History