Smart Money Group LLC USFR Holdings History
Smart Money Group LLC's WisdomTree Floating Rate Treasury Fund Holding Summary
As of 2025-03-31, Smart Money Group LLC held 94,815.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $4.77 Mil. This investment constitutes 1.62% of their stock portfolio, and Smart Money Group LLC now holds 0.03% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.
The initial trade took place in 2023Q2. And since then Smart Money Group LLC has made 5 purchases of USFR, at an average price of $50.20, for a total of 129,982.00 shares. In addition, there have been 3 sales at an average price of $50.35 for 35,167.00 shares. Based on historical transaction data and USFR's current price of $50.49, Smart Money Group LLC's estimated gain on his USFR holdings is $32,852.94, reflecting a 0.50% gain to date.
Smart Money Group LLC USFR ($50.49) Holding Chart
Smart Money Group LLC USFR ($50.49) 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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