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 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.98K+ 12.68% |
$452K - $454K
|
79.8K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.86K+ 22.43% |
$445K - $447K
|
48.4K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.56KNew |
$430K - $432K
|
8.56K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.23K+ 4.94% |
$414K - $416K
|
175K
$8.81M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.16K+ 13.22% |
$410K - $412K
|
69.9K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.94KNew |
$399K - $401K
|
7.94K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.91K+ 5.37% |
$398K - $399K
|
155K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.85K+ 0.52% |
$395K - $397K
|
1.52M
$76.2M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.69KNew |
$387K - $388K
|
7.69K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.62K+ 7.42% |
$383K - $385K
|
110K
$5.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.56KNew |
$380K - $382K
|
7.56K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.53K+ 186.45% |
$379K - $380K
|
11.6K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
7.3K+ 14.17% |
$367K - $369K
|
58.8K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.22K+ 1.75% |
$363K - $364K
|
420K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.13K+ 3.75% |
$358K - $360K
|
197K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.06K+ 5.23% |
$355K - $357K
|
142K
$7.15M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.96K+ 54.09% |
$350K - $352K
|
19.8K
$998K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.75K+ 89.0% |
$339K - $341K
|
14.3K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.58K+ 9.31% |
$331K - $332K
|
77.3K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.56KNew |
$330K - $331K
|
6.56K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.51K+ 2.55% |
$327K - $329K
|
262K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$314K - $316K
|
6.25K
$315K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.05K+ 56.34% |
$304K - $305K
|
16.8K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.01KNew |
$302K - $304K
|
6.01K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.96K+ 4.18% |
$300K - $301K
|
148K
$7.47M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.95KNew |
$299K - $300K
|
5.95K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.54K+ 12.27% |
$279K - $280K
|
50.7K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.5KNew |
$277K - $278K
|
5.5K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.43K+ 20.99% |
$273K - $274K
|
31.3K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.38K+ 59755.56% |
$270K - $272K
|
5.39K
$271K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.37K+ 4.61% |
$270K - $271K
|
122K
$6.14M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
5.25K+ 3.09% |
$264K - $265K
|
175K
$8.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.12K+ 5.94% |
$258K - $259K
|
91.3K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
5.09K+ 3.6% |
$256K - $257K
|
146K
$7.36M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 38.07% |
$252K - $253K
|
18.2K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.98KNew |
$250K - $251K
|
4.98K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.94K+ 17.82% |
$248K - $249K
|
32.6K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.9KNew |
$246K - $247K
|
4.9K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.82K+ 15.16% |
$242K - $243K
|
36.6K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.79KNew |
$241K - $242K
|
4.79K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.77K+ 35.87% |
$240K - $241K
|
18.1K
$909K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.77KNew |
$240K - $241K
|
4.77K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.7KNew |
$237K - $238K
|
4.7K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 7.99% |
$234K - $235K
|
62.8K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.57KNew |
$230K - $231K
|
4.57K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.33K+ 9.86% |
$218K - $219K
|
48.3K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.31K+ 4.53% |
$217K - $218K
|
99.5K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.28K+ 11.9% |
$215K - $216K
|
40.2K
$2.03M
|