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 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
26.3KNew |
$1.32M - $1.33M
|
26.3K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
26K+ 10.46% |
$1.31M - $1.31M
|
275K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
24.7K+ 88.2% |
$1.24M - $1.25M
|
52.7K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24K+ 40.22% |
$1.21M - $1.21M
|
83.8K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.2K+ 280.99% |
$1.17M - $1.17M
|
31.5K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.1K+ 13.28% |
$1.16M - $1.17M
|
197K
$9.92M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
22.7K+ 7.76% |
$1.14M - $1.15M
|
316K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
22.3K+ 28.73% |
$1.12M - $1.13M
|
100K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
22.2K+ 7.22% |
$1.12M - $1.12M
|
330K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22K+ 17.34% |
$1.11M - $1.11M
|
149K
$7.49M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
20.1K+ 111.25% |
$1.01M - $1.01M
|
38.1K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19.8KNew |
$997K - $1M
|
19.8K
$997K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
19.7K+ 4.14% |
$989K - $993K
|
494K
$24.9M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
19.7KNew |
$989K - $993K
|
19.7K
$989K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19KNew |
$955K - $959K
|
19K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18.9K+ 43.77% |
$952K - $956K
|
62.2K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
18.4K+ 7.75% |
$925K - $929K
|
256K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18.4K+ 19.13% |
$924K - $928K
|
114K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.1K+ 318.17% |
$912K - $916K
|
23.8K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18K+ 10.21% |
$904K - $908K
|
194K
$9.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.9K+ 9.61% |
$898K - $902K
|
204K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
17.6KNew |
$884K - $888K
|
17.6K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.1K+ 344.63% |
$859K - $863K
|
22K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16.9K+ 3.43% |
$849K - $853K
|
509K
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.6K+ 232.14% |
$786K - $789K
|
22.4K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.3K+ 17.69% |
$769K - $772K
|
102K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14.9K+ 185.34% |
$748K - $751K
|
22.9K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6K+ 34.56% |
$734K - $737K
|
56.8K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
14.4K+ 357.87% |
$722K - $725K
|
18.4K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8K+ 90.1% |
$692K - $695K
|
29K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
12.9KNew |
$648K - $650K
|
12.9K
$648K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.7K+ 83.38% |
$637K - $639K
|
27.8K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
12.3K+ 6.46% |
$619K - $621K
|
203K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$603K - $605K
|
12K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.8KNew |
$594K - $596K
|
11.8K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11.6K+ 2.35% |
$584K - $586K
|
505K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
11.5K+ 10.04% |
$576K - $578K
|
125K
$6.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
11.1K+ 5.32% |
$558K - $560K
|
220K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
10.8K+ 156.52% |
$544K - $546K
|
17.7K
$891K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
10.7K+ 12.76% |
$540K - $542K
|
94.8K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.6K+ 2.94% |
$535K - $538K
|
373K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.4K+ 0.99% |
$524K - $526K
|
1.06M
$53.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$517K - $519K
|
10.3K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$515K - $517K
|
10.2K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
10KNew |
$503K - $505K
|
10K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.96K+ 10.37% |
$501K - $503K
|
106K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.77KNew |
$491K - $493K
|
9.77K
$491K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.51K+ 69.46% |
$478K - $480K
|
23.2K
$1.17M
|