Melone Private Wealth, LLC USFR Holdings History
Melone Private Wealth, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-06-30, Melone Private Wealth, LLC held 297,986.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $14.99 Mil. This investment constitutes 7.67% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.08% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q2. And since then Melone Private Wealth, LLC has made 7 purchases of USFR, at an average price of $50.33, for a total of 438,385.00 shares. In addition, there have been 2 sales at an average price of $50.38 for 140,399.00 shares. Based on historical transaction data and USFR's current price of $50.44, Melone Private Wealth, LLC's estimated gain on his USFR holdings is $42,011.03, reflecting a 0.19% gain to date.
Melone Private Wealth, LLC USFR ($50.44) Holding Chart
Melone Private Wealth, LLC 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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