A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 388,109 shares of USFR stock, worth $19.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
388,109
Previous 1,029,257 62.29%
Holding current value
$19.6 Million
Previous $51.8 Million 62.36%
% of portfolio
0.57%
Previous 1.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$50.2 - $50.48 $32.2 Million - $32.4 Million
-641,148 Reduced 62.29%
388,109 $19.5 Million
Q2 2024

Aug 09, 2024

BUY
$50.28 - $50.52 $2.76 Million - $2.77 Million
54,922 Added 5.64%
1,029,257 $51.8 Million
Q1 2024

Apr 15, 2024

BUY
$50.23 - $50.46 $5.37 Million - $5.39 Million
106,894 Added 12.32%
974,335 $49 Million
Q4 2023

Feb 06, 2024

BUY
$50.21 - $50.49 $28.8 Million - $28.9 Million
573,069 Added 194.68%
867,441 $43.6 Million
Q3 2023

Oct 12, 2023

BUY
$50.28 - $50.51 $1.94 Million - $1.95 Million
38,534 Added 15.06%
294,372 $14.8 Million
Q2 2023

Jul 17, 2023

BUY
$50.23 - $50.5 $4.16 Million - $4.19 Million
82,913 Added 47.95%
255,838 $12.9 Million
Q1 2023

May 04, 2023

SELL
$50.21 - $50.41 $9.92 Million - $9.96 Million
-197,570 Reduced 53.33%
172,925 $8.69 Million
Q4 2022

Feb 13, 2023

BUY
$50.2 - $50.39 $18.6 Million - $18.7 Million
370,495 New
370,495 $18.6 Million

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.