Verity Wealth Advisors Wisdomtree Floating Rate Treas Transaction History

Verity Wealth Advisors

  • $159 Million
  • Q4 2025

A detailed history of Verity Wealth Advisors transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Verity Wealth Advisors holds 5,267 shares of USFR stock, worth $265,193. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,267
Previous 5,267 -0.0%
Holding current value
$265,193
Previous $264,000 0.38%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$50.23 - $50.46 $160,736 - $161,472
-3,200 Reduced 37.79%
5,267 $265,000
Q3 2024

Oct 02, 2024
BUY
$50.2 - $50.48 $2,108 - $2,120
42 Added 0.5%
8,467 $425,000
Q2 2024

Aug 02, 2024
SELL
$50.28 - $50.52 $37,810 - $37,991
-752 Reduced 8.19%
8,425 $423,000
Q1 2024

Apr 04, 2024
BUY
$50.23 - $50.46 $2,059 - $2,068
41 Added 0.45%
9,177 $461,000
Q4 2023

Jan 04, 2024
BUY
$50.21 - $50.49 $2,058 - $2,070
41 Added 0.45%
9,136 $458,000
Q3 2023

Oct 26, 2023
BUY
$50.28 - $50.51 $2,061 - $2,070
41 Added 0.45%
9,095 $457,000
Q2 2023

Jul 27, 2023
BUY
$50.23 - $50.5 $1,858 - $1,868
37 Added 0.41%
9,054 $455,000
Q1 2023

May 08, 2023
BUY
$50.21 - $50.41 $1,656 - $1,663
33 Added 0.37%
9,017 $453,000
Q4 2022

Jan 11, 2023
BUY
$50.2 - $50.39 $1,455 - $1,461
29 Added 0.32%
8,984 $0
Q3 2022

Oct 27, 2022
BUY
$50.24 - $50.38 $854 - $856
17 Added 0.19%
8,955 $450,000
Q2 2022

Jul 12, 2022
BUY
$50.27 - $50.39 $251 - $251
5 Added 0.06%
8,938 $450,000
Q1 2022

Apr 11, 2022
BUY
$50.18 - $50.3 $448,257 - $449,329
8,933 New
8,933 $449,000

Others Institutions Holding USFR

# of Institutions
609
Shares Held
229M
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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