Root Financial Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Root Financial Partners, LLC holds 14,370 shares of USFR stock, worth $723,816. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,370
Previous 15,774 8.9%
Holding current value
$723,816
Previous $794 Million 8.94%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 11, 2025
SELL
$50.28 - $50.47 $70,593 - $70,859
-1,404 Reduced 8.9%
14,370 $723 Million
Q1 2025

Apr 24, 2025
SELL
$50.29 - $50.5 $80,765 - $81,103
-1,606 Reduced 9.24%
15,774 $794 Million
Q3 2024

Oct 31, 2024
BUY
$50.2 - $50.48 $872,476 - $877,342
17,380 New
17,380 $873 Million

Others Institutions Holding USFR

# of Institutions
603
Shares Held
254M
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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