Etesian Wealth Advisors, Inc. Wisdomtree Floating Rate Treas Transaction History

Etesian Wealth Advisors, Inc.

  • $232 Billion
  • Q1 2025

A detailed history of Etesian Wealth Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 110,281 shares of USFR stock, worth $5.55 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
110,281
Previous 102,659 7.42%
Holding current value
$5.55 Million
Previous $5.17 Billion 7.45%
% of portfolio
2.39%
Previous 2.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$50.29 - $50.5 $383,310 - $384,911
7,622 Added 7.42%
110,281 $5.55 Billion
Q4 2024

Jan 27, 2025
BUY
$50.23 - $50.46 $1.05 Million - $1.05 Million
20,874 Added 25.52%
102,659 $5.17 Billion
Q3 2024

Oct 18, 2024
BUY
$50.2 - $50.48 $756,363 - $760,582
15,067 Added 22.58%
81,785 $4.11 Billion
Q2 2024

Jul 25, 2024
SELL
$50.28 - $50.52 $801,915 - $805,743
-15,949 Reduced 19.29%
66,718 $3.36 Billion
Q1 2024

Apr 12, 2024
SELL
$50.23 - $50.46 $960,749 - $965,148
-19,127 Reduced 18.79%
82,667 $4.16 Billion
Q4 2023

Jan 16, 2024
BUY
$50.21 - $50.49 $1.2 Million - $1.21 Million
23,991 Added 30.84%
101,794 $5.11 Billion
Q4 2023

Jan 12, 2024
BUY
$50.21 - $50.49 $1.2 Million - $1.21 Million
23,991 Added 30.84%
101,794 $5.11 Billion
Q3 2023

Jan 16, 2024
SELL
$50.28 - $50.51 $642,025 - $644,962
-12,769 Reduced 14.1%
77,803 $3.92 Billion
Q3 2023

Oct 19, 2023
SELL
$50.28 - $50.51 $642,025 - $644,962
-12,769 Reduced 14.1%
77,803 $3.92 Billion
Q2 2023

Jan 16, 2024
SELL
$50.23 - $50.5 $3.73 Million - $3.75 Million
-74,254 Reduced 45.05%
90,572 $4.56 Billion
Q2 2023

Oct 19, 2023
SELL
$50.23 - $50.5 $3.73 Million - $3.75 Million
-74,254 Reduced 45.05%
90,572 $4.56 Billion
Q1 2023

Jan 16, 2024
BUY
$50.21 - $50.41 $6.29 Million - $6.31 Million
125,201 Added 315.96%
164,826 $8.29 Billion
Q1 2023

Oct 19, 2023
BUY
$50.21 - $50.41 $6.29 Million - $6.31 Million
125,201 Added 315.96%
164,826 $8.29 Billion
Q4 2022

Jan 16, 2024
SELL
$50.2 - $50.39 $3.12 Million - $3.13 Million
-62,169 Reduced 61.07%
39,625 $1.99 Billion
Q4 2022

Oct 19, 2023
BUY
$50.2 - $50.39 $1.99 Million - $2 Million
39,625 New
39,625 $1.99 Billion

Others Institutions Holding USFR

# of Institutions
593
Shares Held
220M
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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