Moulton Wealth Management, Inc Wisdomtree Floating Rate Treas Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 288,932 shares of USFR stock, worth $14.6 Million. This represents 11.29% of its overall portfolio holdings.

Number of Shares

288,932

Previous 388,620 25.65%

Holding current value

$14.6 Million

Previous $19.5 Million 25.5%

% of portfolio

11.29%

Previous 16.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$50.23 - $50.46 $5.01 Million - $5.03 Million	-99,688 Reduced 25.65%	288,932 $14.5 Million
Q3 2024 Oct 17, 2024	SELL	$50.2 - $50.48 $4.19 Million - $4.21 Million	-83,457 Reduced 17.68%	388,620 $19.5 Million
Q2 2024 Jul 16, 2024	BUY	$50.28 - $50.52 $967,437 - $972,055	19,241 Added 4.25%	472,077 $23.8 Million
Q1 2024 Apr 10, 2024	BUY	$50.23 - $50.46 $2.49 Million - $2.51 Million	49,650 Added 12.31%	452,836 $22.8 Million
Q4 2023 Jan 10, 2024	BUY	$50.21 - $50.49 $530,970 - $533,931	10,575 Added 2.69%	403,186 $20.3 Million
Q3 2023 Oct 11, 2023	BUY	$50.28 - $50.51 $1.05 Million - $1.05 Million	20,876 Added 5.62%	392,611 $19.8 Million
Q2 2023 Jul 13, 2023	BUY	$50.23 - $50.5 $4.22 Million - $4.24 Million	84,051 Added 29.22%	371,735 $18.7 Million
Q1 2023 Apr 13, 2023	BUY	$50.21 - $50.41 $4.12 Million - $4.14 Million	82,048 Added 39.9%	287,684 $14.5 Million
Q4 2022 Jan 11, 2023	BUY	$50.2 - $50.39 $10.3 Million - $10.4 Million	205,636 New	205,636 $0

Others Institutions Holding USFR

# of Institutions

580

Shares Held

220M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Moulton Wealth Management, Inc Wisdomtree Floating Rate Treas Transaction History