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

Wealth Management Associates, Inc.

  • $282 Billion
  • Q3 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 10,763 shares of USFR stock, worth $541,917. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,763
Previous 9,257 16.27%
Holding current value
$541,917
Previous $466 Million 16.18%
% of portfolio
0.19%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$50.23 - $50.48 $75,646 - $76,022
1,506 Added 16.27%
10,763 $541 Million
Q2 2025

Aug 04, 2025
BUY
$50.28 - $50.47 $1,357 - $1,362
27 Added 0.29%
9,257 $466 Million
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
611
Shares Held
249M
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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