Peterson Financial Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Peterson Financial Group, Inc.

  • $26 Billion
  • Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 5,618 shares of USFR stock, worth $283,428. This represents 1.09% of its overall portfolio holdings.

Number of Shares
5,618
Previous 5,495 2.24%
Holding current value
$283,428
Previous $276 Million 2.05%
% of portfolio
1.09%
Previous 1.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$50.2 - $50.48 $6,174 - $6,209
123 Added 2.24%
5,618 $282 Million
Q2 2024

Aug 12, 2024
SELL
$50.28 - $50.52 $22,626 - $22,734
-450 Reduced 7.57%
5,495 $276 Million
Q1 2024

Apr 24, 2024
BUY
$50.23 - $50.46 $1,657 - $1,665
33 Added 0.56%
5,945 $298,000
Q4 2023

Feb 12, 2024
BUY
$50.21 - $50.49 $3,665 - $3,685
73 Added 1.25%
5,912 $297,000
Q3 2023

Oct 31, 2023
SELL
$50.28 - $50.51 $90,403 - $90,816
-1,798 Reduced 23.54%
5,839 $293,000
Q2 2023

Aug 04, 2023
BUY
$50.23 - $50.5 $652 - $656
13 Added 0.17%
7,637 $384,000
Q1 2023

Apr 25, 2023
SELL
$50.21 - $50.41 $23,498 - $23,591
-468 Reduced 5.78%
7,624 $383,000
Q4 2022

Feb 03, 2023
SELL
$50.2 - $50.39 $7,078 - $7,104
-141 Reduced 1.71%
8,092 $406,000
Q3 2022

Oct 17, 2022
BUY
$50.24 - $50.38 $904 - $906
18 Added 0.22%
8,233 $414,000
Q2 2022

Jul 20, 2022
BUY
$50.27 - $50.39 $18,147 - $18,190
361 Added 4.6%
8,215 $413,000
Q1 2022

Jul 19, 2022
BUY
$50.18 - $50.3 $394,113 - $395,056
7,854 New
7,854 $395,000

Others Institutions Holding USFR

# of Institutions
538
Shares Held
208M
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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