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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.25K+ 12.53% |
$214K - $215K
|
38.2K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.25K+ 4.7% |
$214K - $215K
|
94.7K
$4.77M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.25K+ 78.03% |
$214K - $215K
|
9.69K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.17KNew |
$210K - $211K
|
4.17K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4.13K+ 293.53% |
$208K - $209K
|
5.54K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$206K - $206K
|
4.09K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.08K+ 2.88% |
$205K - $206K
|
146K
$7.34M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.07KNew |
$205K - $205K
|
4.07K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.06K+ 11.74% |
$204K - $205K
|
38.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.04KNew |
$203K - $204K
|
4.04K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.99KNew |
$201K - $202K
|
3.99K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.99K+ 17.64% |
$201K - $201K
|
26.6K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.98K+ 18.97% |
$200K - $201K
|
24.9K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.97K+ 3.26% |
$200K - $200K
|
126K
$6.32M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.9KNew |
$196K - $197K
|
3.9K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.62K+ 6.52% |
$182K - $183K
|
59.2K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
3.5K+ 14.99% |
$176K - $177K
|
26.9K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.45K+ 6.93% |
$174K - $174K
|
53.2K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.25K+ 79.72% |
$163K - $164K
|
7.33K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.19K+ 7.72% |
$161K - $161K
|
44.6K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 77.07% |
$157K - $157K
|
7.15K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.1K+ 0.22% |
$156K - $157K
|
1.41M
$71.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.08K+ 28.68% |
$155K - $156K
|
13.8K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 0.48% |
$152K - $153K
|
634K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.99K+ 69.82% |
$150K - $151K
|
7.26K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.89K+ 2.66% |
$145K - $146K
|
112K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.88K+ 0.69% |
$145K - $145K
|
421K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.85K+ 6.4% |
$143K - $144K
|
47.4K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.8K+ 21.81% |
$141K - $141K
|
15.6K
$786K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.76K+ 0.77% |
$139K - $139K
|
360K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.74K+ 2.01% |
$138K - $138K
|
139K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.59K+ 6.98% |
$130K - $131K
|
39.7K
$2M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.53K+ 20.73% |
$127K - $128K
|
14.7K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 0.83% |
$127K - $127K
|
307K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.42K+ 29.37% |
$122K - $122K
|
10.7K
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.26K+ 20.22% |
$114K - $114K
|
13.5K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.22K+ 33.48% |
$111K - $112K
|
8.83K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.21KNew |
$111K - $111K
|
2.21K
$111K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.2K+ 34.18% |
$111K - $111K
|
8.63K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.06K+ 2.13% |
$104K - $104K
|
98.8K
$4.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.06K+ 10.1% |
$104K - $104K
|
22.5K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.05K+ 4.17% |
$103K - $103K
|
51.1K
$2.57M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.02K+ 229.2% |
$101K - $102K
|
2.9K
$146K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.87K+ 7.12% |
$93.8K - $94.2K
|
28.1K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 76.29% |
$92.9K - $93.3K
|
4.27K
$215K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
1.81K+ 2.18% |
$90.8K - $91.2K
|
84.5K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 22.19% |
$90.7K - $91.1K
|
9.93K
$500K
|