Dhjj Financial Advisors, Ltd. Wisdomtree Floating Rate Treas Transaction History

Dhjj Financial Advisors, Ltd.

$219 Million
Q1 2025

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 15,619 shares of USFR stock, worth $785,791. This represents 0.36% of its overall portfolio holdings.

Number of Shares

15,619

Previous 12,822 21.81%

Holding current value

$785,791

Previous $645,000 21.71%

% of portfolio

0.36%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$50.29 - $50.5 $140,661 - $141,248	2,797 Added 21.81%	15,619 $785,000
Q4 2024 Jan 29, 2025	BUY	$50.23 - $50.46 $241,103 - $242,208	4,800 Added 59.84%	12,822 $645,000
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

# of Institutions

609

Shares Held

247M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Dhjj Financial Advisors, Ltd. Wisdomtree Floating Rate Treas Transaction History