A detailed history of Stegent Equity Advisors, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 4,416 shares of USFR stock, worth $222,080. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,416
Previous 4,406 0.23%
Holding current value
$222,080
Previous $221,000 -0.0%
% of portfolio
0.28%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$50.2 - $50.48 $502 - $504
10 Added 0.23%
4,416 $221,000
Q2 2024

Jul 31, 2024

BUY
$50.28 - $50.52 $221,533 - $222,591
4,406 New
4,406 $221,000
Q3 2023

Oct 24, 2023

BUY
$50.28 - $50.51 $245,265 - $246,387
4,878 Added 81.69%
10,849 $545,000
Q2 2023

Aug 04, 2023

BUY
$50.23 - $50.5 $299,923 - $301,535
5,971 New
5,971 $300,000

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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