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 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-200- 44.84% |
$10.1K - $10.1K
|
246
$12.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-215- 0.19% |
$10.8K - $10.9K
|
115K
$5.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-235- 1.6% |
$11.8K - $11.9K
|
14.5K
$730K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-235- 2.03% |
$11.8K - $11.9K
|
11.3K
$571K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-256- 1.96% |
$12.9K - $12.9K
|
12.8K
$646K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-267- 1.44% |
$13.4K - $13.5K
|
18.3K
$921K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-273- 0.64% |
$13.7K - $13.8K
|
42.6K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-335- 1.24% |
$16.8K - $16.9K
|
26.6K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-359- 0.61% |
$18.1K - $18.1K
|
58.8K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-390- 5.37% |
$19.6K - $19.7K
|
6.87K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-437- 2.79% |
$22K - $22.1K
|
15.2K
$767K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-440- 2.48% |
$22.1K - $22.2K
|
17.3K
$871K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-442- 0.7% |
$22.2K - $22.3K
|
62.4K
$3.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-629- 1.43% |
$31.6K - $31.7K
|
43.2K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-632- 6.02% |
$31.8K - $31.9K
|
9.86K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-648- 2.3% |
$32.6K - $32.7K
|
27.6K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-652- 3.23% |
$32.8K - $32.9K
|
19.5K
$984K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-707- 6.65% |
$35.5K - $35.7K
|
9.93K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-795- 9.63% |
$40K - $40.1K
|
7.46K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-797- 0.57% |
$40.1K - $40.2K
|
138K
$6.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-834- 10.06% |
$41.9K - $42.1K
|
7.46K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-865- 2.75% |
$43.5K - $43.7K
|
30.6K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-890- 3.73% |
$44.7K - $44.9K
|
23K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-936- 5.99% |
$47.1K - $47.2K
|
14.7K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-981- 1.46% |
$49.3K - $49.5K
|
66.3K
$3.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-983- 3.29% |
$49.4K - $49.6K
|
28.9K
$1.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-995- 12.59% |
$50K - $50.2K
|
6.91K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-1.02K- 1.39% |
$51.3K - $51.5K
|
72.4K
$3.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.75% |
$54.3K - $54.5K
|
17.7K
$890K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 3.9% |
$55.6K - $55.8K
|
27.3K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.19K- 4.23% |
$59.7K - $60K
|
26.9K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.21K- 12.35% |
$60.6K - $60.9K
|
8.56K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.22K- 3.06% |
$61.5K - $61.8K
|
38.8K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.33K- 1.48% |
$66.7K - $66.9K
|
88.2K
$4.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.39K- 3.3% |
$69.7K - $70K
|
40.6K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.4K- 8.9% |
$70.6K - $70.9K
|
14.4K
$724K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.43K- 64.61% |
$71.7K - $72K
|
781
$39.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.47K- 3.33% |
$73.7K - $73.9K
|
42.5K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.49K- 1.34% |
$74.9K - $75.2K
|
110K
$5.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 20.44% |
$77K - $77.3K
|
5.96K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.55K- 8.25% |
$77.7K - $78K
|
17.2K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.56K- 23.9% |
$78.6K - $78.9K
|
4.98K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.68K- 3.55% |
$84.6K - $84.9K
|
45.7K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.8K- 3.28% |
$90.4K - $90.7K
|
52.9K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.86K- 0.68% |
$93.7K - $94K
|
271K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.87K- 3.17% |
$94K - $94.4K
|
57K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.9K- 7.69% |
$95.7K - $96.1K
|
22.8K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.99K- 26.0% |
$100K - $100K
|
5.66K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2K- 46.95% |
$101K - $101K
|
2.26K
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2K- 4.93% |
$101K - $101K
|
38.6K
$1.94M
|