Wealth Management Associates, Inc. Wisdomtree Floating Rate Treas Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 9,230 shares of USFR stock, worth $464,453. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,230

Previous 9,020 2.33%

Holding current value

$464,453

Previous $454 Million 2.35%

% of portfolio

0.2%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$50.29 - $50.5 $10,560 - $10,605	210 Added 2.33%	9,230 $465 Million
Q4 2024 May 28, 2025	BUY	$50.23 - $50.46 $602 - $605	12 Added 0.13%	9,020 $454 Million
Q3 2024 May 28, 2025	BUY	$50.2 - $50.48 $191,713 - $192,783	3,819 Added 73.6%	9,008 $452 Million
Q1 2024 May 28, 2025	BUY	$50.23 - $50.46 $47,969 - $48,189	955 Added 22.56%	5,189 $261 Million
Q4 2023 May 28, 2025	SELL	$50.21 - $50.49 $25,105 - $25,245	-500 Reduced 10.56%	4,234 $213 Million
Q2 2023 May 28, 2025	SELL	$50.23 - $50.5 $16,827 - $16,917	-335 Reduced 6.61%	4,734 $238 Million
Q1 2023 May 28, 2025	BUY	$50.21 - $50.41 $41,423 - $41,588	825 Added 19.44%	5,069 $255 Million
Q4 2022 May 28, 2025	BUY	$50.2 - $50.39 $2,309 - $2,317	46 Added 1.1%	4,244 $213 Million
Q3 2022 May 28, 2025	BUY	$50.24 - $50.38 $50 - $50	1 Added 0.02%	4,198 $211 Million
Q2 2022 May 28, 2025	BUY	$50.27 - $50.39 $50 - $50	1 Added 0.02%	4,197 $211 Million
Q1 2022 May 28, 2025	BUY	$50.18 - $50.3 $210,555 - $211,058	4,196 New	4,196 $211 Million

Others Institutions Holding USFR

# of Institutions

613

Shares Held

248M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Wealth Management Associates, Inc. Wisdomtree Floating Rate Treas Transaction History