Wcg Wealth Advisors LLC Wisdomtree Floating Rate Treas Transaction History

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 148,779 shares of USFR stock, worth $7.49 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
148,779
Previous 148,779 -0.0%
Holding current value
$7.49 Million
Previous $7.49 Million -0.0%
% of portfolio
0.62%
Previous 0.57%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$50.29 - $50.5 $1.11 Million - $1.11 Million
21,991 Added 17.34%
148,779 $7.49 Million
Q4 2024

Feb 18, 2025
BUY
$50.23 - $50.46 $3.59 Million - $3.6 Million
71,396 Added 128.89%
126,788 $6.38 Million
Q3 2024

Nov 13, 2024
SELL
$50.2 - $50.48 $16 Million - $16.1 Million
-318,898 Reduced 85.2%
55,392 $2.78 Million
Q2 2024

Aug 12, 2024
BUY
$50.28 - $50.52 $682,651 - $685,910
13,577 Added 3.76%
374,290 $18.8 Million
Q1 2024

May 13, 2024
BUY
$50.23 - $50.46 $1.82 Million - $1.83 Million
36,295 Added 11.19%
360,713 $18.1 Million
Q4 2023

Feb 08, 2024
BUY
$50.21 - $50.49 $2.36 Million - $2.37 Million
46,905 Added 16.9%
324,418 $16.3 Million
Q3 2023

Nov 09, 2023
BUY
$50.28 - $50.51 $12.1 Million - $12.2 Million
241,402 Added 668.5%
277,513 $14 Million
Q2 2023

Aug 14, 2023
BUY
$50.23 - $50.5 $1.13 Million - $1.13 Million
22,472 Added 164.76%
36,111 $1.82 Million
Q1 2023

May 15, 2023
BUY
$50.21 - $50.41 $684,814 - $687,541
13,639 New
13,639 $686,000

Others Institutions Holding USFR

# of Institutions
613
Shares Held
247M
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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