Purchases and Sales Made in Q2 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
412K+ 38.25% |
$20.7M - $20.8M
|
1.49M
$75.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
377KNew |
$19M - $19M
|
377K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
308K+ 136.21% |
$15.5M - $15.5M
|
533K
$26.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
239K+ 58.06% |
$12M - $12.1M
|
651K
$32.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
198K+ 26.08% |
$9.94M - $9.98M
|
956K
$48.2M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
169K+ 51.25% |
$8.51M - $8.55M
|
500K
$25.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
166K+ 85.38% |
$8.33M - $8.36M
|
360K
$18.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
144K+ 130.24% |
$7.22M - $7.25M
|
254K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
133K+ 25.29% |
$6.69M - $6.71M
|
659K
$33.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
110K+ 276.94% |
$5.55M - $5.57M
|
150K
$7.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
107K+ 7.73% |
$5.39M - $5.41M
|
1.49M
$75.4M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
91KNew |
$4.57M - $4.59M
|
91K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
81K+ 27.8% |
$4.07M - $4.09M
|
372K
$18.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
80.6K+ 12.04% |
$4.05M - $4.07M
|
749K
$37.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80.1K+ 443.66% |
$4.03M - $4.04M
|
98.2K
$4.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
67.4K+ 55.94% |
$3.39M - $3.4M
|
188K
$9.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
63.5K+ 14.93% |
$3.19M - $3.21M
|
489K
$24.7M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
60.9KNew |
$3.06M - $3.07M
|
60.9K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
55.4K+ 28.65% |
$2.78M - $2.8M
|
249K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
51.4K+ 31.5% |
$2.58M - $2.59M
|
215K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
47.8K+ 1019.54% |
$2.4M - $2.41M
|
52.5K
$2.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.9K+ 15.99% |
$2.26M - $2.27M
|
326K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
43.6K+ 19.85% |
$2.19M - $2.2M
|
263K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
41.2K+ 3.65% |
$2.07M - $2.08M
|
1.17M
$59.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40.6K+ 22.99% |
$2.04M - $2.05M
|
217K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36.6K+ 19.56% |
$1.84M - $1.85M
|
224K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
35.1K+ 14.18% |
$1.77M - $1.77M
|
283K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
32.2K+ 6.81% |
$1.62M - $1.63M
|
506K
$25.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 151.81% |
$1.09M - $1.1M
|
36.1K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$999K - $1M
|
19.9K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 2.44% |
$958K - $961K
|
800K
$40.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
18.4K+ 67.63% |
$924K - $927K
|
45.5K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
17.3K+ 65.72% |
$870K - $873K
|
43.6K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
16.3K+ 294.17% |
$819K - $822K
|
21.8K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.7KNew |
$787K - $790K
|
15.7K
$790K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 41.53% |
$764K - $767K
|
51.8K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 18.91% |
$759K - $762K
|
94.9K
$4.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 85.59% |
$734K - $737K
|
31.7K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.2KNew |
$716K - $718K
|
14.2K
$718K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14K+ 4.42% |
$702K - $705K
|
330K
$16.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.7K+ 1.96% |
$690K - $693K
|
714K
$36M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12KNew |
$604K - $607K
|
12K
$606K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.4K+ 50.9% |
$575K - $577K
|
33.9K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.3K+ 5.1% |
$569K - $571K
|
233K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1K+ 13.86% |
$557K - $559K
|
91K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.5K+ 0.65% |
$529K - $531K
|
1.62M
$81.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.1KNew |
$509K - $511K
|
10.1K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.1K+ 244.98% |
$508K - $510K
|
14.2K
$718K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.81K+ 16.21% |
$493K - $495K
|
70.3K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.5KNew |
$377K - $379K
|
7.5K
$378K
|