Number of Shares
676,654.00
Current Holdings Value*
$34.06 Mil
% of Portfolio
2.57%
Total Estimate Gain
$60,932.84
% of Total Estimate Gain
0.18%

Ausdal Financial Partners, Inc.'s WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, Ausdal Financial Partners, Inc. held 676,654.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $34.06 Mil. This investment constitutes 2.57% of their stock portfolio, and Ausdal Financial Partners, Inc. now holds 0.18% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2022Q4. And since then Ausdal Financial Partners, Inc. has made 9 purchases of USFR, at an average price of $50.35, for a total of 681,713.00 shares. In addition, there have been 1 sales at an average price of $50.37 for 5,059.00 shares. Based on historical transaction data and USFR's current price of $50.44, Ausdal Financial Partners, Inc.'s estimated gain on his USFR holdings is $60,932.84, reflecting a 0.18% gain to date.

Ausdal Financial Partners, Inc. USFR ($50.44) Holding Chart

Ausdal Financial Partners, Inc. USFR ($50.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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