Creative Planning Wisdomtree Floating Rate Treas Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Creative Planning holds 12,835 shares of USFR stock, worth $647,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,835

Previous 11,032 16.34%

Holding current value

$647,525

Previous $554,000 16.43%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.23 - $50.46 $90,564 - $90,979	1,803 Added 16.34%	12,835 $645,000
Q3 2024 Oct 11, 2024	BUY	$50.2 - $50.48 $240,458 - $241,799	4,790 Added 76.74%	11,032 $554,000
Q2 2024 Aug 15, 2024	BUY	$50.28 - $50.52 $313,847 - $315,345	6,242 New	6,242 $314,000
Q4 2023 Feb 14, 2024	BUY	$50.21 - $50.49 $525,698 - $528,630	10,470 Added 97.63%	21,194 $1.06 Million
Q3 2023 Nov 16, 2023	BUY	$50.28 - $50.51 $82,760 - $83,139	1,646 Added 18.13%	10,724 $539,000
Q2 2023 Jul 21, 2023	SELL	$50.23 - $50.5 $671,273 - $674,882	-13,364 Reduced 59.55%	9,078 $456,000
Q1 2023 May 15, 2023	SELL	$50.21 - $50.41 $363,018 - $364,464	-7,230 Reduced 24.37%	22,442 $1.13 Million
Q4 2022 Feb 10, 2023	BUY	$50.2 - $50.39 $618,062 - $620,401	12,312 Added 70.92%	29,672 $1.49 Million
Q3 2022 Nov 03, 2022	BUY	$50.24 - $50.38 $217,438 - $218,044	4,328 Added 33.21%	17,360 $873,000
Q2 2022 Aug 15, 2022	BUY	$50.27 - $50.39 $6,836 - $6,853	136 Added 1.05%	13,032 $656,000
Q1 2022 May 16, 2022	BUY	$50.18 - $50.3 $647,121 - $648,668	12,896 New	12,896 $648,000

Others Institutions Holding USFR

# of Institutions

575

Shares Held

219M

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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Creative Planning Wisdomtree Floating Rate Treas Transaction History