Global Retirement Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Global Retirement Partners, LLC holds 55,816 shares of USFR stock, worth $2.82 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

55,816

Previous 56,732 1.61%

Holding current value

$2.82 Million

Previous $2.85 Million 1.79%

% of portfolio

0.09%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$50.2 - $50.48 $45,983 - $46,239	-916 Reduced 1.61%	55,816 $2.8 Million
Q2 2024 Jul 23, 2024	BUY	$50.28 - $50.52 $930,883 - $935,327	18,514 Added 48.44%	56,732 $2.85 Million
Q1 2024 Apr 23, 2024	BUY	$50.23 - $50.46 $565,037 - $567,624	11,249 Added 41.71%	38,218 $1.92 Million
Q4 2023 Jan 18, 2024	SELL	$50.21 - $50.49 $1.45 Million - $1.46 Million	-28,862 Reduced 51.7%	26,969 $1.35 Million
Q3 2023 Oct 13, 2023	BUY	$50.28 - $50.51 $2.36 Million - $2.37 Million	46,902 Added 525.28%	55,831 $2.81 Million
Q2 2023 Jul 20, 2023	BUY	$50.23 - $50.5 $28,530 - $28,684	568 Added 6.79%	8,929 $449,000
Q1 2023 May 05, 2023	SELL	$50.21 - $50.41 $23.9 Million - $24 Million	-475,751 Reduced 98.27%	8,361 $420,000
Q4 2022 Feb 13, 2023	SELL	$50.2 - $50.39 $7.48 Million - $7.5 Million	-148,925 Reduced 23.53%	484,112 $24.3 Million
Q3 2022 Nov 03, 2022	BUY	$50.24 - $50.38 $323,595 - $324,497	6,441 Added 1.03%	633,037 $31.8 Million
Q2 2022 Jul 15, 2022	BUY	$50.27 - $50.39 $750,531 - $752,322	14,930 Added 2.44%	626,596 $31.5 Million
Q1 2022 Jul 14, 2022	BUY	$50.18 - $50.3 $30.7 Million - $30.8 Million	611,666 New	611,666 $30.8 Million

Others Institutions Holding USFR

# of Institutions

530

Shares Held

210M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Global Retirement Partners, LLC Wisdomtree Floating Rate Treas Transaction History