Golden State Equity Partners Wisdomtree Floating Rate Treas Transaction History

Golden State Equity Partners

$491 Million
Q1 2025

A detailed history of Golden State Equity Partners transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Golden State Equity Partners holds 63,275 shares of USFR stock, worth $3.18 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

63,275

Previous 75,687 16.4%

Holding current value

$3.18 Million

Previous $3.81 Million 16.39%

% of portfolio

0.65%

Previous 0.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$50.29 - $50.5 $624,199 - $626,806	-12,412 Reduced 16.4%	63,275 $3.18 Million
Q4 2024 Jan 24, 2025	BUY	$50.23 - $50.46 $3.8 Million - $3.82 Million	75,687 New	75,687 $3.81 Million
Q3 2024 Oct 25, 2024	SELL	$50.2 - $50.48 $436,187 - $438,620	-8,689 Reduced 9.0%	87,869 $4.41 Million
Q2 2024 Jul 29, 2024	BUY	$50.28 - $50.52 $657,561 - $660,700	13,078 Added 15.67%	96,558 $4.86 Million
Q4 2023 Feb 02, 2024	BUY	$50.21 - $50.49 $224,237 - $225,488	4,466 Added 5.65%	83,480 $4.19 Million
Q3 2023 Oct 20, 2023	BUY	$50.28 - $50.51 $3.12 Million - $3.14 Million	62,147 Added 368.45%	79,014 $3.98 Million
Q2 2023 Jul 19, 2023	SELL	$50.23 - $50.5 $1.86 Million - $1.87 Million	-37,088 Reduced 68.74%	16,867 $848,000
Q1 2023 Jun 01, 2023	BUY	$50.21 - $50.41 $2.43 Million - $2.44 Million	48,454 Added 880.82%	53,955 $2.71 Billion
Q1 2022 May 18, 2022	BUY	$50.18 - $50.3 $276,040 - $276,700	5,501 New	5,501 $277,000

Others Institutions Holding USFR

# of Institutions

598

Shares Held

226M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Golden State Equity Partners Wisdomtree Floating Rate Treas Transaction History