Private Client Services, LLC Wisdomtree Floating Rate Treas Transaction History

Private Client Services, LLC

  • $320 Billion
  • Q4 2025

A detailed history of Private Client Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Private Client Services, LLC holds 7,980 shares of USFR stock, worth $401,793. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,980
Previous 8,504 6.16%
Holding current value
$401,793
Previous $427 Million 6.07%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$50.24 - $50.4 $26,325 - $26,409
-524 Reduced 6.16%
7,980 $402 Million
Q3 2025

Oct 14, 2025
SELL
$50.23 - $50.48 $162,142 - $162,949
-3,228 Reduced 27.51%
8,504 $427 Million
Q2 2025

Jul 01, 2025
BUY
$50.28 - $50.47 $220,025 - $220,856
4,376 Added 59.49%
11,732 $590 Million
Q1 2025

Apr 08, 2025
BUY
$50.29 - $50.5 $66,181 - $66,458
1,316 Added 21.79%
7,356 $370 Million
Q4 2024

Jan 08, 2025
BUY
$50.23 - $50.46 $303,389 - $304,778
6,040 New
6,040 $304 Million

Others Institutions Holding USFR

# of Institutions
611
Shares Held
249M
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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