Wescap Management Group, Inc. Wisdomtree Floating Rate Treas Transaction History
Wescap Management Group, Inc.
- $464 Million
- Q3 2025
A detailed history of Wescap Management Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Wescap Management Group, Inc. holds 34,196 shares of USFR stock, worth $1.72 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
34,196
Previous 33,503
2.07%
Holding current value
$1.72 Million
Previous $1.69 Million
2.02%
% of portfolio
0.37%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding USFR
# of Institutions
611Shares Held
249MCall Options Held
0Put Options Held
0-
Summit Trail Advisors, LLC New York, NY21.6MShares$1.09 Billion15.41% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.02 Billion0.07% of portfolio
-
Bip Wealth, LLC Atlanta, GA19.5MShares$984 Million36.1% of portfolio
-
Morgan Stanley New York, NY17.7MShares$889 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC15.1MShares$760 Million0.05% of portfolio