Smart Money Group LLC Wisdomtree Floating Rate Treas Transaction History

Smart Money Group LLC

$254 Million
Q4 2024

A detailed history of Smart Money Group LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Smart Money Group LLC holds 84,085 shares of USFR stock, worth $4.23 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

84,085

Previous 75,124 11.93%

Holding current value

$4.23 Million

Previous $3.77 Million 12.17%

% of portfolio

1.66%

Previous 1.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$50.23 - $50.46 $450,111 - $452,172	8,961 Added 11.93%	84,085 $4.23 Million
Q3 2024 Nov 05, 2024	SELL	$50.2 - $50.48 $626,144 - $629,637	-12,473 Reduced 14.24%	75,124 $3.77 Million
Q2 2024 Aug 12, 2024	BUY	$50.28 - $50.52 $812,725 - $816,605	16,164 Added 22.63%	87,597 $4.41 Million
Q1 2024 May 02, 2024	SELL	$50.23 - $50.46 $685,539 - $688,678	-13,648 Reduced 16.04%	71,433 $3.59 Million
Q4 2023 Feb 06, 2024	SELL	$50.21 - $50.49 $454,199 - $456,732	-9,046 Reduced 9.61%	85,081 $4.27 Million
Q3 2023 Nov 13, 2023	BUY	$50.28 - $50.51 $1.55 Million - $1.56 Million	30,832 Added 48.71%	94,127 $4.74 Million
Q2 2023 Jul 25, 2023	BUY	$50.23 - $50.5 $3.18 Million - $3.2 Million	63,295 New	63,295 $3.19 Million

Others Institutions Holding USFR

# of Institutions

584

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

More about USFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Money Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Money Group LLC with notifications on news.

Account

Smart Money Group LLC Wisdomtree Floating Rate Treas Transaction History