Westmount Partners, LLC Wisdomtree Floating Rate Treas Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Westmount Partners, LLC holds 43,836 shares of USFR stock, worth $2.21 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

43,836

Previous 43,237 1.39%

Holding current value

$2.21 Million

Previous $2.17 Billion 1.59%

% of portfolio

0.67%

Previous 0.65%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$50.23 - $50.46 $30,087 - $30,225	599 Added 1.39%	43,836 $2.21 Billion
Q3 2024 Jan 13, 2025	BUY	$50.2 - $50.48 $2.17 Million - $2.18 Million	43,237 New	43,237 $2.17 Billion
Q2 2024 Jan 28, 2025	SELL	$50.28 - $50.52 $56,665 - $56,936	-1,127 Reduced 2.56%	42,907 $2.16 Billion
Q1 2024 Jan 28, 2025	SELL	$50.23 - $50.46 $348,495 - $350,091	-6,938 Reduced 13.61%	44,034 $2.21 Billion
Q4 2023 Jan 28, 2025	SELL	$50.21 - $50.49 $1.31 Million - $1.32 Million	-26,049 Reduced 33.82%	50,972 $2.56 Billion
Q3 2023 Jan 28, 2025	SELL	$50.28 - $50.51 $496,062 - $498,331	-9,866 Reduced 11.35%	77,021 $3.88 Billion
Q2 2023 Jan 28, 2025	BUY	$50.23 - $50.5 $2.16 Million - $2.17 Million	43,051 Added 98.21%	86,887 $4.37 Billion
Q1 2023 Jan 29, 2025	BUY	$50.21 - $50.41 $2.97 Million - $2.98 Million	59,117 Added 134.86%	102,953 $5.18 Billion
Q4 2022 Jan 28, 2025	BUY	$50.2 - $50.39 $3.85 Million - $3.86 Million	76,646 Added 174.85%	120,482 $6.06 Billion

Others Institutions Holding USFR

# of Institutions

584

Shares Held

221M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
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Westmount Partners, LLC Wisdomtree Floating Rate Treas Transaction History