Purchases and Sales Made in Q1 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE FLOATING RATE TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8M+ 108.29% |
$545M - $547M
|
20.8M
$1.05B
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5M+ 25.19% |
$277M - $278M
|
27.3M
$1.38B
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.18M+ 23.15% |
$59.3M - $59.6M
|
6.27M
$316M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
927KNew |
$46.6M - $46.8M
|
927K
$46.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
825K+ 14.24% |
$41.5M - $41.7M
|
6.62M
$333M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
792K+ 79.69% |
$39.8M - $40M
|
1.79M
$89.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
751KNew |
$37.8M - $37.9M
|
751K
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
734K+ 15.08% |
$36.9M - $37.1M
|
5.6M
$282M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
731K+ 374.54% |
$36.8M - $36.9M
|
926K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
714K+ 4.78% |
$35.9M - $36M
|
15.6M
$787M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
657K+ 11.51% |
$33M - $33.2M
|
6.36M
$320M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
634K+ 53.85% |
$31.9M - $32M
|
1.81M
$91.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
610K+ 16.19% |
$30.7M - $30.8M
|
4.38M
$220M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
574K+ 136.14% |
$28.8M - $29M
|
995K
$50.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.06% |
$22.2M - $22.3M
|
2.28M
$115M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
412KNew |
$20.7M - $20.8M
|
412K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
403K+ 601.05% |
$20.3M - $20.3M
|
470K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 45.24% |
$19.8M - $19.9M
|
1.26M
$63.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
330K+ 19.74% |
$16.6M - $16.7M
|
2M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
321K+ 7033.02% |
$16.1M - $16.2M
|
325K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
281KNew |
$14.1M - $14.2M
|
281K
$14.1M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
278K+ 28.63% |
$14M - $14M
|
1.25M
$62.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
268K+ 5273.45% |
$13.5M - $13.5M
|
273K
$13.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
268K+ 39109.94% |
$13.5M - $13.5M
|
268K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
259K+ 62.1% |
$13M - $13.1M
|
677K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
256K+ 728.15% |
$12.9M - $12.9M
|
291K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214K+ 72.69% |
$10.8M - $10.8M
|
509K
$25.6M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
211K+ 80.14% |
$10.6M - $10.6M
|
474K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
197K+ 189.81% |
$9.9M - $9.94M
|
301K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
196K+ 29.76% |
$9.86M - $9.9M
|
855K
$43M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
194K+ 36.6% |
$9.76M - $9.8M
|
724K
$36.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
188K+ 97.97% |
$9.46M - $9.5M
|
380K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 1.48% |
$9.38M - $9.42M
|
12.8M
$644M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
151K+ 595.15% |
$7.6M - $7.63M
|
176K
$8.88M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
143K+ 27.13% |
$7.18M - $7.21M
|
669K
$33.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
132K+ 1302.81% |
$6.62M - $6.65M
|
142K
$7.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
128K+ 53.46% |
$6.44M - $6.47M
|
368K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 3.83% |
$6.19M - $6.22M
|
3.34M
$168M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
121KNew |
$6.06M - $6.09M
|
121K
$6.06M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
113K+ 8.01% |
$5.66M - $5.68M
|
1.52M
$76.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109K+ 126.55% |
$5.5M - $5.52M
|
196K
$9.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
108K+ 20.54% |
$5.44M - $5.46M
|
635K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
106K+ 257.02% |
$5.32M - $5.35M
|
147K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
105K+ 176.1% |
$5.27M - $5.29M
|
164K
$8.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
97.7K+ 209.91% |
$4.91M - $4.93M
|
144K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96.6K+ 128.59% |
$4.86M - $4.88M
|
172K
$8.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
95.9K+ 73.3% |
$4.82M - $4.84M
|
227K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95K+ 10.48% |
$4.78M - $4.8M
|
1M
$50.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.4K+ 6.24% |
$4.64M - $4.66M
|
1.57M
$79.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
91.6K+ 377.32% |
$4.61M - $4.63M
|
116K
$5.83M
|