Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History

Yoder Wealth Management, Inc.

$211 Billion
Q3 2025

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 106,206 shares of USFR stock, worth $5.35 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

106,206

Previous 93,775 13.26%

Holding current value

$5.35 Million

Previous $4.72 Billion 13.17%

% of portfolio

2.53%

Previous 2.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$50.23 - $50.48 $624,409 - $627,516	12,431 Added 13.26%	106,206 $5.34 Billion
Q2 2025 Jul 22, 2025	SELL	$50.28 - $50.47 $1.29 Million - $1.29 Million	-25,603 Reduced 21.45%	93,775 $4.72 Billion
Q1 2025 Apr 22, 2025	SELL	$50.29 - $50.5 $114,560 - $115,039	-2,278 Reduced 1.87%	119,378 $6.01 Billion
Q4 2024 Jan 24, 2025	SELL	$50.23 - $50.46 $514,807 - $517,164	-10,249 Reduced 7.77%	121,656 $6.12 Billion
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

# of Institutions

602

Shares Held

253M

Call Options Held

Put Options Held

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About WISDOMTREE FLOATING RATE TREAS

Ticker USFR
Sector ETFs
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Yoder Wealth Management, Inc. Wisdomtree Floating Rate Treas Transaction History