Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History

Financial Security Advisor, Inc.

$394 Billion
Q1 2025

A detailed history of Financial Security Advisor, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Financial Security Advisor, Inc. holds 315,960 shares of USFR stock, worth $15.9 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

315,960

Previous 293,218 7.76%

Holding current value

$15.9 Million

Previous $14.8 Billion 7.78%

% of portfolio

4.03%

Previous 3.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$50.29 - $50.5 $1.14 Million - $1.15 Million	22,742 Added 7.76%	315,960 $15.9 Billion
Q4 2024 Feb 05, 2025	SELL	$50.23 - $50.46 $212,824 - $213,799	-4,237 Reduced 1.42%	293,218 $14.8 Billion
Q3 2024 Oct 30, 2024	BUY	$50.2 - $50.48 $484,128 - $486,829	9,644 Added 3.35%	297,455 $14.9 Billion
Q2 2024 Aug 05, 2024	BUY	$50.28 - $50.52 $1.55 Million - $1.56 Million	30,911 Added 12.03%	287,811 $14.5 Billion
Q1 2024 Apr 18, 2024	BUY	$50.23 - $50.46 $2.8 Million - $2.81 Million	55,718 Added 27.7%	256,900 $12.9 Billion
Q4 2023 Jan 24, 2024	BUY	$50.21 - $50.49 $9.36 Million - $9.41 Million	186,353 Added 1256.68%	201,182 $10.1 Billion
Q3 2023 Nov 08, 2023	BUY	$50.28 - $50.51 $745,602 - $749,012	14,829 New	14,829 $746 Million

Others Institutions Holding USFR

# of Institutions

603

Shares Held

227M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Financial Security Advisor, Inc. Wisdomtree Floating Rate Treas Transaction History