Number of Shares
615,691.00
Current Holdings Value*
$30.98 Mil
% of Portfolio
3.96%
Total Estimate Gain
$110,245.38
% of Total Estimate Gain
0.35%

McGuire Investment Group, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-06-30, McGuire Investment Group, LLC held 615,691.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $30.98 Mil. This investment constitutes 3.96% of their stock portfolio, and McGuire Investment Group, LLC now holds 0.17% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2021Q4. And since then McGuire Investment Group, LLC has made 12 purchases of USFR, at an average price of $50.27, for a total of 635,044.00 shares. In addition, there have been 3 sales at an average price of $50.37 for 19,353.00 shares. Based on historical transaction data and USFR's current price of $50.45, McGuire Investment Group, LLC's estimated gain on his USFR holdings is $110,245.38, reflecting a 0.35% gain to date.

McGuire Investment Group, LLC USFR ($50.45) Holding Chart

McGuire Investment Group, 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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