Leo Wealth, LLC Wisdomtree Floating Rate Treas Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Leo Wealth, LLC holds 533,436 shares of USFR stock, worth $26.9 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares

533,436

Previous 225,836 136.21%

Holding current value

$26.9 Million

Previous $11.4 Billion 136.11%

% of portfolio

2.09%

Previous 1.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$50.28 - $50.47 $15.5 Million - $15.5 Million	307,600 Added 136.21%	533,436 $26.8 Billion
Q1 2025 May 02, 2025	SELL	$50.29 - $50.5 $5.17 Million - $5.19 Million	-102,793 Reduced 31.28%	225,836 $11.4 Billion
Q4 2024 Jan 27, 2025	SELL	$50.23 - $50.46 $1.88 Million - $1.89 Million	-37,443 Reduced 10.23%	328,629 $16.5 Billion
Q3 2024 Oct 21, 2024	BUY	$50.2 - $50.48 $2.02 Million - $2.03 Million	40,193 Added 12.33%	366,072 $18.4 Billion
Q2 2024 Jul 17, 2024	BUY	$50.28 - $50.52 $931,990 - $936,438	18,536 Added 6.03%	325,879 $16.4 Billion
Q1 2024 May 09, 2024	SELL	$50.23 - $50.46 $982,197 - $986,694	-19,554 Reduced 5.98%	307,343 $15.5 Billion
Q4 2023 Mar 14, 2024	BUY	$50.21 - $50.49 $16.4 Million - $16.5 Million	326,897 New	326,897 $16.4 Billion

Others Institutions Holding USFR

# of Institutions

608

Shares Held

248M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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