Resources Investment Advisors, Llc. Wisdomtree Floating Rate Treas Transaction History

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 9,505 shares of USFR stock, worth $479,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,505
Previous 10,083 5.73%
Holding current value
$479,622
Previous $507,000 5.72%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$50.29 - $50.5 $29,067 - $29,189
-578 Reduced 5.73%
9,505 $478,000
Q4 2024

Feb 13, 2025
SELL
$50.23 - $50.46 $333,627 - $335,155
-6,642 Reduced 39.71%
10,083 $507,000
Q3 2024

Nov 06, 2024
BUY
$50.2 - $50.48 $12,600 - $12,670
251 Added 1.52%
16,725 $839,000
Q2 2024

Aug 02, 2024
BUY
$50.28 - $50.52 $64,509 - $64,817
1,283 Added 8.45%
16,474 $828,000
Q1 2024

May 10, 2024
SELL
$50.23 - $50.46 $643,245 - $646,190
-12,806 Reduced 45.74%
15,191 $763,000
Q4 2023

Feb 13, 2024
SELL
$50.21 - $50.49 $5.52 Million - $5.55 Million
-109,986 Reduced 79.71%
27,997 $1.41 Million
Q3 2023

Nov 14, 2023
BUY
$50.28 - $50.51 $4.96 Million - $4.98 Million
98,647 Added 250.78%
137,983 $6.94 Million
Q2 2023

Aug 07, 2023
SELL
$50.23 - $50.5 $98,501 - $99,030
-1,961 Reduced 4.75%
39,336 $1.98 Million
Q1 2023

May 10, 2023
SELL
$50.21 - $50.41 $6.16 Million - $6.19 Million
-122,760 Reduced 74.83%
41,297 $2.08 Million
Q4 2022

Feb 02, 2023
BUY
$50.2 - $50.39 $8.24 Million - $8.27 Million
164,057 New
164,057 $8.25 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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