Sanchez Wealth Management Group Wisdomtree Floating Rate Treas Transaction History

Sanchez Wealth Management Group

$341 Million
Q1 2025

A detailed history of Sanchez Wealth Management Group transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sanchez Wealth Management Group holds 197,082 shares of USFR stock, worth $9.95 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

197,082

Previous 189,956 3.75%

Holding current value

$9.95 Million

Previous $9.56 Million 3.76%

% of portfolio

2.91%

Previous 2.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$50.29 - $50.5 $358,366 - $359,863	7,126 Added 3.75%	197,082 $9.92 Million
Q4 2024 Jan 28, 2025	SELL	$50.23 - $50.46 $1.71 Million - $1.72 Million	-33,990 Reduced 15.18%	189,956 $9.56 Million
Q3 2024 Nov 05, 2024	SELL	$50.2 - $50.48 $11.1 Million - $11.2 Million	-221,604 Reduced 49.74%	223,946 $11.2 Million
Q2 2024 Jul 17, 2024	SELL	$50.28 - $50.52 $3.66 Million - $3.68 Million	-72,766 Reduced 14.04%	445,550 $22.4 Million
Q1 2024 May 07, 2024	SELL	$50.23 - $50.46 $12.6 Million - $12.6 Million	-250,381 Reduced 32.57%	518,316 $26.1 Million
Q4 2023 Jan 16, 2024	SELL	$50.21 - $50.49 $9.83 Million - $9.89 Million	-195,790 Reduced 20.3%	768,697 $38.6 Million
Q3 2023 Oct 27, 2023	BUY	$50.28 - $50.51 $6.3 Million - $6.33 Million	125,302 Added 14.93%	964,487 $48.5 Million
Q2 2023 Aug 01, 2023	BUY	$50.23 - $50.5 $4.44 Million - $4.46 Million	88,388 Added 11.77%	839,185 $42.2 Million
Q1 2023 May 04, 2023	BUY	$50.21 - $50.41 $13.5 Million - $13.6 Million	269,740 Added 56.07%	750,797 $37.7 Million
Q4 2022 Feb 08, 2023	BUY	$50.2 - $50.39 $220,779 - $221,615	4,398 Added 0.92%	481,057 $24.2 Million
Q3 2022 Oct 13, 2022	BUY	$50.24 - $50.38 $23.9 Million - $24 Million	476,659 New	476,659 $24 Million

Others Institutions Holding USFR

# of Institutions

615

Shares Held

249M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Sanchez Wealth Management Group Wisdomtree Floating Rate Treas Transaction History