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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
91.2K+ 72.34% |
$4.59M - $4.61M
|
217K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
90.9K+ 52.9% |
$4.57M - $4.59M
|
263K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
89.5K+ 178.94% |
$4.5M - $4.52M
|
139K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
88.8K+ 9.5% |
$4.46M - $4.48M
|
1.02M
$51.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
85.1K+ 218.32% |
$4.28M - $4.3M
|
124K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
79.7KNew |
$4.01M - $4.03M
|
79.7K
$4.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
78.3KNew |
$3.94M - $3.95M
|
78.3K
$3.94M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
77.3K+ 12.52% |
$3.89M - $3.9M
|
695K
$35M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
73.5KNew |
$3.69M - $3.71M
|
73.5K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 162.8% |
$3.56M - $3.57M
|
114K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70.1K+ 1.23% |
$3.53M - $3.54M
|
5.77M
$290M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69.7K+ 10.23% |
$3.51M - $3.52M
|
752K
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
68.2K+ 50.66% |
$3.43M - $3.44M
|
203K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
67K+ 120.18% |
$3.37M - $3.38M
|
123K
$6.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.7K+ 51.49% |
$3.3M - $3.32M
|
193K
$9.73M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
64.3K+ 51.01% |
$3.23M - $3.25M
|
190K
$9.58M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
60.6K+ 136.8% |
$3.05M - $3.06M
|
105K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
58.8K+ 37.26% |
$2.96M - $2.97M
|
217K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
56.1K+ 19.43% |
$2.82M - $2.84M
|
345K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.9K+ 173.6% |
$2.81M - $2.82M
|
88K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.8KNew |
$2.8M - $2.82M
|
55.8K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
53.4K+ 201.8% |
$2.69M - $2.7M
|
79.9K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
50.4K+ 158.11% |
$2.54M - $2.55M
|
82.3K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
47.2K+ 13.55% |
$2.38M - $2.39M
|
396K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47.2K+ 157.47% |
$2.37M - $2.38M
|
77.1K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
46.9K+ 38.94% |
$2.36M - $2.37M
|
167K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46K+ 7.57% |
$2.31M - $2.32M
|
654K
$32.9M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.8K+ 10.97% |
$2.2M - $2.21M
|
443K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
41.7K+ 7.06% |
$2.1M - $2.11M
|
632K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.5K+ 36.21% |
$2.04M - $2.05M
|
153K
$7.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
40K+ 15.95% |
$2.01M - $2.02M
|
291K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
38K+ 21.18% |
$1.91M - $1.92M
|
217K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37.3K+ 20.06% |
$1.87M - $1.88M
|
223K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
36.9K+ 100.91% |
$1.86M - $1.86M
|
73.5K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
35.8K+ 42.02% |
$1.8M - $1.81M
|
121K
$6.09M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.5K+ 3.62% |
$1.79M - $1.79M
|
1.02M
$51.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.4K+ 18.98% |
$1.78M - $1.79M
|
222K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.5K+ 3.15% |
$1.74M - $1.74M
|
1.13M
$56.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.5K+ 27.62% |
$1.68M - $1.69M
|
155K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.9K+ 7.05% |
$1.65M - $1.66M
|
499K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
32.4K+ 21.13% |
$1.63M - $1.64M
|
186K
$9.35M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
31K+ 152.85% |
$1.56M - $1.57M
|
51.3K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.7KNew |
$1.55M - $1.55M
|
30.7K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.6K+ 18.29% |
$1.54M - $1.55M
|
198K
$9.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
29.6KNew |
$1.49M - $1.5M
|
29.6K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.5KNew |
$1.44M - $1.44M
|
28.5K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
27.8K+ 20.54% |
$1.4M - $1.4M
|
163K
$8.21M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.6K+ 8.73% |
$1.39M - $1.39M
|
343K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.4K+ 213.39% |
$1.38M - $1.38M
|
40.2K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.34M
|
26.5K
$1.33M
|