Number of Shares
751,547.00
Current Holdings Value*
$37.83 Mil
% of Portfolio
4.37%
Total Estimate Gain
$119,230.93
% of Total Estimate Gain
0.18%

Inspire Advisors, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-03-31, Inspire Advisors, LLC held 751,547.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $37.83 Mil. This investment constitutes 4.37% of their stock portfolio, and Inspire Advisors, LLC now holds 0.2% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2022Q2. And since then Inspire Advisors, LLC has made 8 purchases of USFR, at an average price of $50.22, for a total of 1.35 Mil shares. In addition, there have been 4 sales at an average price of $50.12 for 595,069.00 shares. Based on historical transaction data and USFR's current price of $50.45, Inspire Advisors, LLC's estimated gain on his USFR holdings is $119,230.93, reflecting a 0.18% gain to date.

Inspire Advisors, LLC USFR ($50.45) Holding Chart

Inspire Advisors, LLC USFR ($50.45) 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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