Laurel Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Laurel Wealth Advisors LLC

$6.97 Billion
Q2 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 7,477,626 shares of USFR stock, worth $376 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

7,477,626

Previous 145,798 5028.76%

Holding current value

$376 Million

Previous $7.34 Million 1926.05%

% of portfolio

2.13%

Previous 1.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$50.28 - $50.47 $369 Million - $370 Million	7,331,828 Added 5028.76%	7,477,626 $149 Million
Q1 2025 Apr 15, 2025	BUY	$50.29 - $50.5 $204,931 - $205,787	4,075 Added 2.88%	145,798 $7.34 Million
Q4 2024 Jan 14, 2025	BUY	$50.23 - $50.46 $44,302 - $44,505	882 Added 0.63%	141,723 $7.13 Million
Q3 2024 Nov 05, 2024	BUY	$50.2 - $50.48 $376,650 - $378,751	7,503 Added 5.63%	140,841 $7.07 Million
Q2 2024 Jul 31, 2024	SELL	$50.28 - $50.52 $110,314 - $110,840	-2,194 Reduced 1.62%	133,338 $6.71 Million
Q1 2024 May 13, 2024	SELL	$50.23 - $50.46 $78,609 - $78,969	-1,565 Reduced 1.14%	135,532 $6.82 Million
Q4 2023 Feb 13, 2024	BUY	$50.21 - $50.49 $922,106 - $927,248	18,365 Added 15.47%	137,097 $6.89 Million
Q3 2023 Nov 14, 2023	BUY	$50.28 - $50.51 $577,013 - $579,652	11,476 Added 10.7%	118,732 $5.97 Million
Q2 2023 Aug 14, 2023	BUY	$50.23 - $50.5 $396,013 - $398,142	7,884 Added 7.93%	107,256 $5.4 Million
Q1 2023 May 08, 2023	BUY	$50.21 - $50.41 $630,135 - $632,645	12,550 Added 14.45%	99,372 $5 Million
Q4 2022 Feb 07, 2023	BUY	$50.2 - $50.39 $2.64 Million - $2.65 Million	52,635 Added 153.96%	86,822 $4.36 Million
Q3 2022 Nov 15, 2022	BUY	$50.24 - $50.38 $577,106 - $578,715	11,487 Added 50.6%	34,187 $1.72 Million
Q2 2022 Aug 12, 2022	BUY	$50.27 - $50.39 $529,091 - $530,354	10,525 Added 86.45%	22,700 $1.14 Million
Q1 2022 May 02, 2022	BUY	$50.18 - $50.3 $610,941 - $612,402	12,175 New	12,175 $612,000

Others Institutions Holding USFR

# of Institutions

605

Shares Held

267M

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 Laurel Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Account

Laurel Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History