Sheets Smith Wealth Management Wisdomtree Floating Rate Treas Transaction History

Sheets Smith Wealth Management

  • $832 Million
  • Q2 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 16,137 shares of USFR stock, worth $812,659. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,137
Previous 10,697 50.86%
Holding current value
$812,659
Previous $538,000 50.74%
% of portfolio
0.1%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
608
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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