Morton Capital Management Llc/Ca Wisdomtree Floating Rate Treas Transaction History

Morton Capital Management Llc/Ca

  • $564 Billion
  • Q2 2025

A detailed history of Morton Capital Management Llc/Ca transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 1,494,721 shares of USFR stock, worth $75.4 Million. This represents 13.33% of its overall portfolio holdings.

Number of Shares
1,494,721
Previous 1,387,489 7.73%
Holding current value
$75.4 Million
Previous $69.8 Billion 7.69%
% of portfolio
13.33%
Previous 13.49%

Shares

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

Jul 23, 2025
BUY
$50.28 - $50.47 $5.39 Million - $5.41 Million
107,232 Added 7.73%
1,494,721 $75.2 Billion
Q1 2025

Apr 17, 2025
SELL
$50.29 - $50.5 $5.77 Million - $5.8 Million
-114,801 Reduced 7.64%
1,387,489 $69.8 Billion
Q4 2024

Jan 14, 2025
BUY
$50.23 - $50.46 $15.2 Million - $15.3 Million
303,450 Added 25.31%
1,502,290 $75.6 Billion
Q3 2024

Oct 08, 2024
BUY
$50.2 - $50.48 $43.8 Million - $44.1 Million
872,956 Added 267.87%
1,198,840 $60.2 Billion
Q2 2024

Jul 12, 2024
BUY
$50.28 - $50.52 $4.82 Million - $4.84 Million
95,772 Added 41.62%
325,884 $16.4 Billion
Q1 2024

Apr 12, 2024
BUY
$50.23 - $50.46 $1.53 Million - $1.53 Million
30,380 Added 15.21%
230,112 $11.6 Billion
Q4 2023

Jan 18, 2024
BUY
$50.21 - $50.49 $6.98 Million - $7.02 Million
138,971 Added 228.72%
199,732 $10 Billion
Q3 2023

Dec 05, 2023
BUY
$50.28 - $50.51 $2.28 Million - $2.29 Million
45,377 Added 294.96%
60,761 $3.06 Billion
Q2 2023

Dec 05, 2023
BUY
$50.23 - $50.5 $8,539 - $8,585
170 Added 1.12%
15,384 $774 Million
Q1 2023

Dec 05, 2023
BUY
$50.21 - $50.41 $763,894 - $766,937
15,214 New
15,214 $765 Million

Others Institutions Holding USFR

# of Institutions
617
Shares Held
248M
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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