Clearview Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$50.21 - $50.49 $10,343 - $10,400	-206 Reduced 4.69%	4,183 $210,000
Q3 2023 Oct 30, 2023	SELL	$50.28 - $50.51 $47,212 - $47,428	-939 Reduced 17.62%	4,389 $220,000
Q2 2023 Aug 07, 2023	SELL	$50.23 - $50.5 $4,922 - $4,949	-98 Reduced 1.81%	5,328 $268,000
Q1 2023 Apr 12, 2023	SELL	$50.21 - $50.41 $71,699 - $71,985	-1,428 Reduced 20.83%	5,426 $272,000
Q4 2022 Jan 31, 2023	SELL	$50.2 - $50.39 $124,194 - $124,664	-2,474 Reduced 26.52%	6,854 $344,000
Q3 2022 Oct 18, 2022	SELL	$50.24 - $50.38 $133,387 - $133,758	-2,655 Reduced 22.16%	9,328 $469,000
Q2 2022 Aug 05, 2022	SELL	$50.27 - $50.39 $227,471 - $228,014	-4,525 Reduced 27.41%	11,983 $603,000
Q1 2022 Apr 29, 2022	BUY	$50.18 - $50.3 $828,371 - $830,352	16,508 New	16,508 $830,000

Others Institutions Holding USFR

# of Institutions

528

Shares Held

210M

Call Options Held

0

Put Options Held

0

About WISDOMTREE FLOATING RATE TREAS

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