Lauer Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Lauer Wealth, LLC

$121 Billion
Q2 2025

A detailed history of Lauer Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Lauer Wealth, LLC holds 309,244 shares of USFR stock, worth $15.6 Million. This represents 12.86% of its overall portfolio holdings.

Number of Shares

309,244

Previous 326,384 5.25%

Holding current value

$15.6 Million

Previous $16.4 Billion 5.12%

% of portfolio

12.86%

Previous 12.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$50.28 - $50.47 $861,799 - $865,055	-17,140 Reduced 5.25%	309,244 $15.6 Billion
Q1 2025 May 01, 2025	SELL	$50.29 - $50.5 $2.4 Million - $2.41 Million	-47,629 Reduced 12.73%	326,384 $16.4 Billion
Q4 2024 Jan 14, 2025	SELL	$50.23 - $50.46 $7.83 Million - $7.87 Million	-155,972 Reduced 29.43%	374,013 $18.8 Billion
Q3 2024 Oct 24, 2024	BUY	$50.2 - $50.48 $1.32 Million - $1.32 Million	26,205 Added 5.2%	529,985 $26.7 Billion
Q2 2024 Jul 16, 2024	BUY	$50.28 - $50.52 $8.94 Million - $8.98 Million	177,802 Added 54.54%	503,780 $25.4 Billion
Q1 2024 Apr 16, 2024	BUY	$50.23 - $50.46 $4.6 Million - $4.62 Million	91,564 Added 39.06%	325,978 $16.4 Billion
Q4 2023 Jan 29, 2024	BUY	$50.21 - $50.49 $6.92 Million - $6.96 Million	137,852 Added 142.76%	234,414 $11.8 Billion
Q3 2023 Oct 17, 2023	BUY	$50.28 - $50.51 $1.61 Million - $1.62 Million	32,017 Added 49.6%	96,562 $4.87 Billion
Q2 2023 Aug 03, 2023	BUY	$50.23 - $50.5 $3.24 Million - $3.26 Million	64,545 New	64,545 $3.25 Billion

Others Institutions Holding USFR

# of Institutions

606

Shares Held

253M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.

Account