Sheets Smith Wealth Management Wisdomtree Floating Rate Treas Transaction History

Sheets Smith Wealth Management

$856 Million
Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Sheets Smith Wealth Management holds 16,309 shares of USFR stock, worth $821,158. This represents 0.1% of its overall portfolio holdings.

Number of Shares

16,309

Previous 16,137 1.07%

Holding current value

$821,158

Previous $811,000 0.99%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$50.23 - $50.48 $8,639 - $8,682	172 Added 1.07%	16,309 $819,000
Q2 2025 Jul 15, 2025	BUY	$50.28 - $50.47 $273,523 - $274,556	5,440 Added 50.86%	16,137 $811,000
Q1 2025 Apr 23, 2025	BUY	$50.29 - $50.5 $5,531 - $5,555	110 Added 1.04%	10,697 $538,000
Q4 2024 Jan 17, 2025	SELL	$50.23 - $50.46 $28,530 - $28,661	-568 Reduced 5.09%	10,587 $532,000
Q3 2024 Nov 01, 2024	BUY	$50.2 - $50.48 $261,391 - $262,849	5,207 Added 87.54%	11,155 $560,000
Q2 2024 Jul 30, 2024	BUY	$50.28 - $50.52 $299,065 - $300,492	5,948 New	5,948 $299,000

Others Institutions Holding USFR

# of Institutions

603

Shares Held

253M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

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Sheets Smith Wealth Management Wisdomtree Floating Rate Treas Transaction History