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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-52.9K- 60.11% |
$2.66M - $2.67M
|
35.1K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53.4K- 39.69% |
$2.69M - $2.7M
|
81.2K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54.6K- 10.94% |
$2.75M - $2.76M
|
445K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-55.5K- 18.45% |
$2.79M - $2.8M
|
245K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-56.3K- 24.7% |
$2.83M - $2.84M
|
171K
$8.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-66.5K- 8.59% |
$3.35M - $3.36M
|
708K
$35.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-74.8K- 30.55% |
$3.76M - $3.78M
|
170K
$8.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-76.4K- 51.94% |
$3.84M - $3.86M
|
70.7K
$3.56M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-77.6K- 62.55% |
$3.9M - $3.92M
|
46.4K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-78.7K- 56.44% |
$3.96M - $3.97M
|
60.8K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-80.7K- 10.74% |
$4.06M - $4.07M
|
671K
$33.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-81.6K- 21.5% |
$4.1M - $4.12M
|
298K
$15M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-84.1K- 38.01% |
$4.23M - $4.25M
|
137K
$6.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85.2K- 41.81% |
$4.28M - $4.3M
|
119K
$5.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-86.5K- 44.18% |
$4.35M - $4.36M
|
109K
$5.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-88.9K- 17.23% |
$4.47M - $4.49M
|
427K
$21.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-95.2K- 32.7% |
$4.79M - $4.81M
|
196K
$9.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-95.8K- 12.47% |
$4.82M - $4.84M
|
672K
$33.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-96.7K- 7.57% |
$4.86M - $4.88M
|
1.18M
$59.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-97.8K- 14.08% |
$4.92M - $4.94M
|
597K
$30M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-101K- 70.1% |
$5.08M - $5.1M
|
43.1K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-106K- 14.6% |
$5.32M - $5.34M
|
619K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-109K- 10.6% |
$5.46M - $5.48M
|
915K
$46.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-110K- 77.41% |
$5.52M - $5.55M
|
32.1K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111K- 67.41% |
$5.57M - $5.59M
|
53.5K
$2.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-123K- 35.77% |
$6.21M - $6.23M
|
222K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-127K- 30.24% |
$6.39M - $6.42M
|
293K
$14.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-130K- 80.46% |
$6.53M - $6.55M
|
31.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-132K- 82.56% |
$6.64M - $6.66M
|
27.9K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 8.04% |
$6.89M - $6.91M
|
1.57M
$78.9M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-144K- 41.88% |
$7.24M - $7.27M
|
200K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-149K- 17.62% |
$7.5M - $7.53M
|
697K
$35.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-163K- 87.64% |
$8.19M - $8.22M
|
23K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-164K- 50.37% |
$8.23M - $8.26M
|
161K
$8.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170K- 44.74% |
$8.56M - $8.59M
|
210K
$10.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-184K- 18.51% |
$9.26M - $9.29M
|
811K
$40.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-193K- 28.58% |
$9.72M - $9.76M
|
483K
$24.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-196K- 15.72% |
$9.86M - $9.89M
|
1.05M
$52.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200K- 11.05% |
$10.1M - $10.1M
|
1.61M
$81.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-215K- 14.2% |
$10.8M - $10.9M
|
1.3M
$65.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-221K- 43.41% |
$11.1M - $11.2M
|
288K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-239K- 41.14% |
$12M - $12.1M
|
343K
$17.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270K- 57.49% |
$13.6M - $13.6M
|
200K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-286K- 46.73% |
$14.4M - $14.4M
|
326K
$16.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-292K- 5.06% |
$14.7M - $14.7M
|
5.47M
$276M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-340K- 66.84% |
$17.1M - $17.2M
|
169K
$8.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-443K- 41.84% |
$22.3M - $22.4M
|
616K
$31M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-500K- 21.22% |
$25.2M - $25.3M
|
1.86M
$93.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-624K- 11.14% |
$31.4M - $31.5M
|
4.97M
$250M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-799K- 52.7% |
$40.2M - $40.3M
|
717K
$36.1M
|