Envestnet Portfolio Solutions, Inc. Wisdomtree Floating Rate Treas Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 31,773 shares of USFR stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,773
Previous 28,010 13.43%
Holding current value
$1.6 Million
Previous $1.41 Million 13.41%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$50.28 - $50.47 $189,203 - $189,918
3,763 Added 13.43%
31,773 $1.6 Million
Q1 2025

Apr 21, 2025
SELL
$50.29 - $50.5 $51,647 - $51,863
-1,027 Reduced 3.54%
28,010 $1.41 Million
Q4 2024

Feb 10, 2025
BUY
$50.23 - $50.46 $359,897 - $361,545
7,165 Added 32.76%
29,037 $1.46 Million
Q3 2024

Oct 31, 2024
SELL
$50.2 - $50.48 $434,932 - $437,358
-8,664 Reduced 28.37%
21,872 $1.1 Million
Q2 2024

Jul 16, 2024
BUY
$50.28 - $50.52 $905,794 - $910,117
18,015 Added 143.88%
30,536 $1.54 Million
Q1 2024

May 06, 2024
SELL
$50.23 - $50.46 $279,982 - $281,264
-5,574 Reduced 30.8%
12,521 $629,000
Q4 2023

Feb 07, 2024
BUY
$50.21 - $50.49 $265,912 - $267,395
5,296 Added 41.38%
18,095 $909,000
Q3 2023

Nov 13, 2023
BUY
$50.28 - $50.51 $643,533 - $646,477
12,799 New
12,799 $644,000

Others Institutions Holding USFR

# of Institutions
607
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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