Kingsview Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 144,599 shares of USFR stock, worth $7.28 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

144,599

Previous 169,334 14.61%

Holding current value

$7.28 Million

Previous $8.52 Million 14.64%

% of portfolio

0.14%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$50.28 - $50.47 $1.24 Million - $1.25 Million	-24,735 Reduced 14.61%	144,599 $7.27 Million
Q1 2025 May 02, 2025	SELL	$50.29 - $50.5 $63,214 - $63,478	-1,257 Reduced 0.74%	169,334 $8.52 Million
Q4 2024 Jan 28, 2025	SELL	$50.23 - $50.46 $33,654 - $33,808	-670 Reduced 0.39%	170,591 $8.58 Million
Q3 2024 Nov 12, 2024	SELL	$50.2 - $50.48 $6.02 Million - $6.05 Million	-119,860 Reduced 41.17%	171,261 $8.6 Million
Q2 2024 Aug 14, 2024	SELL	$50.28 - $50.52 $515,269 - $517,728	-10,248 Reduced 3.4%	291,121 $14.6 Million
Q1 2024 May 09, 2024	BUY	$50.23 - $50.46 $3.05 Million - $3.06 Million	60,727 Added 25.24%	301,369 $15.2 Million
Q4 2023 Feb 08, 2024	BUY	$50.21 - $50.49 $74,812 - $75,230	1,490 Added 0.62%	240,642 $12.1 Million
Q3 2023 Nov 07, 2023	BUY	$50.28 - $50.51 $1.79 Million - $1.8 Million	35,664 Added 17.53%	239,152 $12 Million
Q2 2023 Aug 10, 2023	BUY	$50.23 - $50.5 $6.54 Million - $6.58 Million	130,255 Added 177.86%	203,488 $10.2 Million
Q1 2023 May 15, 2023	SELL	$50.21 - $50.41 $1.2 Million - $1.2 Million	-23,852 Reduced 24.57%	73,233 $3.68 Million
Q4 2022 Feb 13, 2023	BUY	$50.2 - $50.39 $2.72 Million - $2.73 Million	54,153 Added 126.14%	97,085 $4.88 Million
Q3 2022 Nov 14, 2022	BUY	$50.24 - $50.38 $648,096 - $649,902	12,900 Added 42.95%	42,932 $2.16 Million
Q2 2022 Aug 16, 2022	BUY	$50.27 - $50.39 $1.51 Million - $1.51 Million	30,032 New	30,032 $1.51 Million
Q1 2022 Feb 08, 2024	SELL	$50.18 - $50.3 $10.6 Million - $10.6 Million	-210,610 Reduced 87.52%	30,032 $0

Others Institutions Holding USFR

# of Institutions

607

Shares Held

252M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Kingsview Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History