Legacy Wealth Asset Management, LLC Wisdomtree Floating Rate Treas Transaction History

Legacy Wealth Asset Management, LLC

  • $331 Million
  • Q2 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 32,917 shares of USFR stock, worth $1.66 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
32,917
Previous 32,564 1.08%
Holding current value
$1.66 Million
Previous $1.64 Million 1.1%
% of portfolio
0.5%
Previous 0.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$50.28 - $50.47 $17,748 - $17,815
353 Added 1.08%
32,917 $1.66 Million
Q1 2025

Apr 08, 2025
BUY
$50.29 - $50.5 $16,796 - $16,867
334 Added 1.04%
32,564 $1.64 Million
Q4 2024

Jan 14, 2025
BUY
$50.23 - $50.46 $18,735 - $18,821
373 Added 1.17%
32,230 $1.62 Million
Q3 2024

Oct 23, 2024
BUY
$50.2 - $50.48 $20,983 - $21,100
418 Added 1.33%
31,857 $1.6 Million
Q2 2024

Aug 14, 2024
BUY
$50.28 - $50.52 $307,914 - $309,384
6,124 Added 24.19%
31,439 $1.58 Million
Q1 2024

Apr 19, 2024
BUY
$50.23 - $50.46 $230,405 - $231,460
4,587 Added 22.13%
25,315 $1.27 Million
Q4 2023

Jan 10, 2024
SELL
$50.21 - $50.49 $314,917 - $316,673
-6,272 Reduced 23.23%
20,728 $1.04 Million
Q3 2023

Oct 31, 2023
BUY
$50.28 - $50.51 $1.02 Million - $1.02 Million
20,265 Added 300.89%
27,000 $1.36 Million
Q2 2023

Aug 04, 2023
SELL
$50.23 - $50.5 $43,197 - $43,430
-860 Reduced 11.32%
6,735 $338,000
Q1 2023

Apr 21, 2023
BUY
$50.21 - $50.41 $10,744 - $10,787
214 Added 2.9%
7,595 $381,000
Q4 2022

Feb 02, 2023
BUY
$50.2 - $50.39 $370,526 - $371,928
7,381 New
7,381 $371,000

Others Institutions Holding USFR

# of Institutions
607
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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