A detailed history of Dhjj Financial Advisors, Ltd. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 8,022 shares of USFR stock, worth $404,790. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,022
Previous 9,579 16.25%
Holding current value
$404,790
Previous $481,000 16.42%
% of portfolio
0.18%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$50.2 - $50.48 $78,161 - $78,597
-1,557 Reduced 16.25%
8,022 $402,000
Q2 2024

Jul 11, 2024

BUY
$50.28 - $50.52 $187,745 - $188,641
3,734 Added 63.88%
9,579 $481,000
Q1 2024

Apr 11, 2024

BUY
$50.23 - $50.46 $180,828 - $181,656
3,600 Added 160.36%
5,845 $293,000
Q4 2023

Jan 29, 2024

BUY
$50.21 - $50.49 $66,528 - $66,899
1,325 Added 144.02%
2,245 $112,000
Q3 2023

Oct 10, 2023

BUY
$50.28 - $50.51 $46,257 - $46,469
920 New
920 $46,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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