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 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-400- 8.58% |
$20.1K - $20.2K
|
4.26K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-416- 68.53% |
$20.9K - $21K
|
191
$9.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-433- 2.86% |
$21.8K - $21.9K
|
14.7K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-507- 3.95% |
$25.5K - $25.6K
|
12.3K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-578- 5.73% |
$29.1K - $29.2K
|
9.51K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-616- 6.01% |
$31K - $31.1K
|
9.63K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-667- 3.47% |
$33.5K - $33.7K
|
18.6K
$934K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-800- 0.25% |
$40.2K - $40.4K
|
325K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-855- 1.91% |
$43K - $43.2K
|
43.9K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-874- 59.5% |
$44K - $44.1K
|
595
$29.9K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-920- 2.1% |
$46.3K - $46.5K
|
42.9K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-925- 10.07% |
$46.5K - $46.7K
|
8.26K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 3.54% |
$51.6K - $51.9K
|
28K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.05K- 17.55% |
$52.9K - $53.1K
|
4.94K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.13K- 3.45% |
$56.6K - $56.9K
|
31.5K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 0.74% |
$63.2K - $63.5K
|
169K
$8.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.3K- 0.48% |
$65.4K - $65.7K
|
271K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.37K- 75.39% |
$68.7K - $69K
|
446
$22.4K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.39K- 8.81% |
$70K - $70.3K
|
14.4K
$725K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.59K- 10.43% |
$79.9K - $80.2K
|
13.6K
$686K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.61K- 9.24% |
$80.8K - $81.1K
|
15.8K
$794K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.65K- 30.32% |
$83K - $83.4K
|
3.8K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.71K- 11.58% |
$85.8K - $86.2K
|
13K
$655K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.74K- 7.15% |
$87.3K - $87.7K
|
22.6K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.74K- 7.15% |
$87.3K - $87.7K
|
22.6K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 10.73% |
$88.4K - $88.7K
|
14.6K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.76K- 29.9% |
$88.5K - $88.9K
|
4.13K
$208K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.77K- 0.8% |
$89.2K - $89.6K
|
221K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.79K- 34.8% |
$90.1K - $90.4K
|
3.36K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.84K- 33.35% |
$92.5K - $92.9K
|
3.68K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.93K- 23.16% |
$97K - $97.4K
|
6.4K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.98K- 89.94% |
$99.4K - $99.8K
|
221
$11.1K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.05K- 6.4% |
$103K - $103K
|
29.9K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.05K- 73.21% |
$103K - $104K
|
750
$37.7K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-2.07K- 9.88% |
$104K - $105K
|
18.9K
$952K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.13K- 73.23% |
$107K - $107K
|
777
$39.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.14K- 93.31% |
$107K - $108K
|
153
$7.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-2.21K- 6.6% |
$111K - $112K
|
31.3K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-2.28K- 1.87% |
$115K - $115K
|
119K
$6.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-2.57K- 35.37% |
$129K - $130K
|
4.69K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.62K- 5.87% |
$132K - $132K
|
42K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.67K- 0.17% |
$134K - $135K
|
1.61M
$81M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.68K- 5.18% |
$135K - $135K
|
49.1K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.81K- 3.33% |
$141K - $142K
|
81.5K
$4.1M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.81K- 0.55% |
$141K - $142K
|
512K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.91K- 9.64% |
$146K - $147K
|
27.2K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.94K- 16.81% |
$148K - $149K
|
14.6K
$733K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.99K- 41.22% |
$150K - $151K
|
4.27K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.09K- 30.21% |
$155K - $156K
|
7.13K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.13K- 9.28% |
$157K - $158K
|
30.6K
$1.54M
|