A detailed history of Yoder Wealth Management, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 131,905 shares of USFR stock, worth $6.63 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
131,905
Previous 138,260 4.6%
Holding current value
$6.63 Million
Previous $6.96 Billion 4.77%
% of portfolio
3.98%
Previous 4.5%

Shares

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

Oct 23, 2024

SELL
$50.2 - $50.48 $319,021 - $320,800
-6,355 Reduced 4.6%
131,905 $6.62 Billion
Q2 2024

Jul 23, 2024

SELL
$50.28 - $50.52 $1.75 Million - $1.76 Million
-34,830 Reduced 20.12%
138,260 $6.96 Billion
Q1 2024

Apr 19, 2024

BUY
$50.23 - $50.46 $256,022 - $257,194
5,097 Added 3.03%
173,090 $8.7 Billion
Q4 2023

Feb 02, 2024

BUY
$50.21 - $50.49 $231,719 - $233,011
4,615 Added 2.82%
167,993 $8.44 Billion
Q3 2023

Oct 18, 2023

BUY
$50.28 - $50.51 $408,223 - $410,090
8,119 Added 5.23%
163,378 $8.22 Billion
Q2 2023

Aug 04, 2023

BUY
$50.23 - $50.5 $342,116 - $343,955
6,811 Added 4.59%
155,259 $7.81 Billion
Q1 2023

May 15, 2023

BUY
$50.21 - $50.41 $7.45 Million - $7.48 Million
148,448 New
148,448 $7.46 Billion

Others Institutions Holding USFR

About WISDOMTREE FLOATING RATE TREAS


  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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