Simplicity Wealth,Llc Wisdomtree Floating Rate Treas Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,403 shares of USFR stock, worth $523,791. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,403

Previous 9,892 5.17%

Holding current value

$523,791

Previous $497,000 5.03%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$50.23 - $50.48 $25,667 - $25,795	511 Added 5.17%	10,403 $522,000
Q2 2025 Jul 22, 2025	BUY	$50.28 - $50.47 $53,347 - $53,548	1,061 Added 12.01%	9,892 $497,000
Q1 2025 Apr 14, 2025	BUY	$50.29 - $50.5 $111,392 - $111,857	2,215 Added 33.48%	8,831 $444,000
Q4 2024 Feb 07, 2025	BUY	$50.23 - $50.46 $30,539 - $30,679	608 Added 10.12%	6,616 $332,000
Q3 2024 Oct 09, 2024	BUY	$50.2 - $50.48 $15,612 - $15,699	311 Added 5.46%	6,008 $301,000
Q2 2024 Jul 10, 2024	BUY	$50.28 - $50.52 $21,972 - $22,077	437 Added 8.31%	5,697 $286,000
Q1 2024 Apr 24, 2024	BUY	$50.23 - $50.46 $264,209 - $265,419	5,260 New	5,260 $264,000

Others Institutions Holding USFR

# of Institutions

605

Shares Held

267M

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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Simplicity Wealth,Llc Wisdomtree Floating Rate Treas Transaction History