Wealth Enhancement Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 846,820 shares of USFR stock, worth $42.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

846,820

Previous 848,963 0.25%

Holding current value

$42.7 Million

Previous $42.6 Million 0.05%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$50.23 - $50.46 $107,642 - $108,135	-2,143 Reduced 0.25%	846,820 $42.6 Million
Q3 2024 Oct 23, 2024	SELL	$50.2 - $50.48 $1.19 Million - $1.2 Million	-23,761 Reduced 2.72%	848,963 $42.6 Million
Q2 2024 Jul 16, 2024	SELL	$50.28 - $50.52 $2.63 Million - $2.64 Million	-52,308 Reduced 5.65%	872,724 $43.9 Million
Q1 2024 Apr 15, 2024	BUY	$50.23 - $50.46 $3.23 Million - $3.25 Million	64,323 Added 7.47%	925,032 $46.5 Million
Q4 2023 Jan 30, 2024	SELL	$50.21 - $50.49 $1.26 Million - $1.26 Million	-25,021 Reduced 2.82%	860,709 $43.2 Million
Q3 2023 Nov 13, 2023	BUY	$50.28 - $50.51 $30.9 Million - $31.1 Million	615,329 Added 227.56%	885,730 $44.6 Million
Q2 2023 Jul 21, 2023	SELL	$50.23 - $50.5 $35.4 Million - $35.6 Million	-705,162 Reduced 72.28%	270,401 $13.6 Million
Q1 2023 Apr 25, 2023	BUY	$50.21 - $50.41 $5.94 Million - $5.96 Million	118,206 Added 13.79%	975,563 $49 Million
Q4 2022 Feb 01, 2023	BUY	$50.2 - $50.39 $8.61 Million - $8.64 Million	171,486 Added 25.0%	857,357 $43.1 Million
Q3 2022 Oct 17, 2022	BUY	$50.24 - $50.38 $723,054 - $725,068	14,392 Added 2.14%	685,871 $34.5 Million
Q2 2022 Jul 18, 2022	BUY	$50.27 - $50.39 $33.8 Million - $33.8 Million	671,479 New	671,479 $33.8 Million

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Wealth Enhancement Advisory Services, LLC Wisdomtree Floating Rate Treas Transaction History