Wealth Shield Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 44,792 shares of USFR stock, worth $2.26 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

44,792

Previous 38,021 17.81%

Holding current value

$2.26 Million

Previous $1.91 Million 18.02%

% of portfolio

0.33%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$50.23 - $50.46 $340,107 - $341,664	6,771 Added 17.81%	44,792 $2.25 Million
Q3 2024 Nov 04, 2024	BUY	$50.2 - $50.48 $317,916 - $319,689	6,333 Added 19.99%	38,021 $1.91 Million
Q2 2024 Jul 26, 2024	SELL	$50.28 - $50.52 $852,246 - $856,314	-16,950 Reduced 34.85%	31,688 $1.59 Million
Q1 2024 Apr 29, 2024	BUY	$50.23 - $50.46 $722,809 - $726,119	14,390 Added 42.02%	48,638 $2.45 Million
Q4 2023 Jan 23, 2024	BUY	$50.21 - $50.49 $1.31 Million - $1.32 Million	26,166 Added 323.76%	34,248 $1.72 Million
Q3 2023 Oct 25, 2023	BUY	$50.28 - $50.51 $406,362 - $408,221	8,082 New	8,082 $406,000

Others Institutions Holding USFR

# of Institutions

585

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Wisdomtree Floating Rate Treas Transaction History