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 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.02K- 6.91% |
$101K - $102K
|
27.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-2.2K- 25.48% |
$111K - $111K
|
6.43K
$324K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.26K- 9.62% |
$114K - $114K
|
21.2K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.35K- 2.48% |
$118K - $119K
|
92.4K
$4.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.49K- 19.14% |
$125K - $126K
|
10.5K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.53K- 11.47% |
$127K - $128K
|
19.5K
$982K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.54K- 4.08% |
$128K - $128K
|
59.7K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.56K- 22.48% |
$129K - $129K
|
8.82K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.64K- 7.6% |
$133K - $133K
|
32.1K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.66K- 1.79% |
$134K - $134K
|
146K
$7.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.75K- 4.68% |
$138K - $139K
|
56.1K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 22.11% |
$145K - $146K
|
10.2K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.04K- 13.47% |
$153K - $153K
|
19.5K
$983K
|
|
|
Aug 05, 2025
Q2 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-3.15K- 11.73% |
$158K - $159K
|
23.7K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-3.35K- 8.79% |
$168K - $169K
|
34.7K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 2.78% |
$169K - $170K
|
118K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.64K- 5.35% |
$183K - $184K
|
64.4K
$3.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.69K- 13.26% |
$186K - $186K
|
24.1K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.77K- 1.65% |
$189K - $190K
|
224K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.8K- 5.18% |
$191K - $192K
|
69.7K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.86K- 1.78% |
$194K - $195K
|
213K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.98K- 14.8% |
$200K - $201K
|
22.9K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-4.11K- 5.25% |
$207K - $207K
|
74.2K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.26K- 59.59% |
$214K - $215K
|
2.89K
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.6K- 19.26% |
$231K - $232K
|
19.3K
$971K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.82K- 16.37% |
$242K - $243K
|
24.6K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.06K- 4.36% |
$254K - $255K
|
111K
$5.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-5.12K- 26.96% |
$257K - $258K
|
13.9K
$698K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.16K- 13.36% |
$260K - $261K
|
33.5K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.04K- 20.95% |
$304K - $305K
|
22.8K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.34K- 30.86% |
$319K - $320K
|
14.2K
$715K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.42K- 47.09% |
$323K - $324K
|
7.21K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.92K- 36.79% |
$348K - $349K
|
11.9K
$599K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-6.96K- 13.59% |
$350K - $351K
|
44.2K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-7.28K- 51.73% |
$366K - $368K
|
6.8K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.49K- 6.55% |
$376K - $378K
|
107K
$5.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.84K- 0.77% |
$394K - $396K
|
1.01M
$50.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.9K- 34.49% |
$397K - $399K
|
15K
$755K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.04K- 15.42% |
$404K - $406K
|
44.1K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-9.04K- 20.63% |
$455K - $456K
|
34.8K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.82K- 24.4% |
$494K - $496K
|
30.4K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10.3K- 16.79% |
$516K - $518K
|
50.9K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.5K- 36.27% |
$530K - $532K
|
18.5K
$932K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-10.7K- 5.25% |
$536K - $538K
|
192K
$9.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-11K- 62.07% |
$553K - $555K
|
6.72K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11.2K- 8.07% |
$562K - $564K
|
127K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.3K- 2.76% |
$570K - $573K
|
400K
$20.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12.1K- 66.64% |
$606K - $609K
|
6.04K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.7K- 3.92% |
$640K - $643K
|
312K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.1K- 4.83% |
$658K - $660K
|
258K
$13M
|