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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-182K- 99.63% |
$9.15M - $9.19M
|
684
$34.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182K- 9.66% |
$9.16M - $9.2M
|
1.7M
$85.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-185K- 56.56% |
$9.29M - $9.33M
|
142K
$7.14M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-207K- 57.04% |
$10.4M - $10.4M
|
156K
$7.83M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-213K- 8.37% |
$10.7M - $10.7M
|
2.33M
$117M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214K- 8.33% |
$10.8M - $10.8M
|
2.36M
$119M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-222K- 44.81% |
$11.2M - $11.2M
|
274K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-293K- 20.27% |
$14.8M - $14.8M
|
1.15M
$58.1M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-315K- 52.58% |
$15.8M - $15.9M
|
284K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-353K- 10.22% |
$17.8M - $17.8M
|
3.11M
$156M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-411K- 27.61% |
$20.7M - $20.7M
|
1.08M
$54.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-458K- 35.29% |
$23M - $23.1M
|
839K
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-467K- 2.43% |
$23.5M - $23.6M
|
18.8M
$944M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.9M- 99.73% |
$95.5M - $95.9M
|
5.07K
$255K
|