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 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.3K- 2.09% |
$667K - $670K
|
621K
$31.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.1K- 20.28% |
$707K - $710K
|
55.3K
$2.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-14.4K- 3.33% |
$725K - $727K
|
418K
$21.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.5K- 11.54% |
$729K - $731K
|
111K
$5.59M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-14.8K- 14.83% |
$747K - $749K
|
85.3K
$4.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-16.5K- 50.45% |
$828K - $831K
|
16.2K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-17K- 11.41% |
$854K - $857K
|
132K
$6.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17K- 7.83% |
$857K - $860K
|
200K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-17.1K- 5.25% |
$862K - $865K
|
309K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-17.2K- 6.21% |
$867K - $870K
|
261K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-18.6K- 50.87% |
$936K - $940K
|
18K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.8K- 6.13% |
$944K - $948K
|
288K
$14.5M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.8K- 12.67% |
$946K - $949K
|
130K
$6.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19K- 18.08% |
$954K - $957K
|
86K
$4.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-19.1K- 18.19% |
$960K - $963K
|
85.9K
$4.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-19.1K- 3.01% |
$961K - $965K
|
616K
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.6K- 48.76% |
$986K - $990K
|
20.6K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-20.4K- 10.08% |
$1.03M - $1.03M
|
182K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.9K- 2.56% |
$1.1M - $1.1M
|
833K
$41.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.6K- 44.31% |
$1.14M - $1.14M
|
28.4K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.2K- 75.4% |
$1.17M - $1.17M
|
7.56K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-24.7K- 14.61% |
$1.24M - $1.25M
|
145K
$7.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-25.1K- 10.22% |
$1.26M - $1.27M
|
221K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.6K- 33.12% |
$1.28M - $1.29M
|
51.6K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-25.6K- 21.45% |
$1.29M - $1.29M
|
93.8K
$4.72M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-25.7K- 48.71% |
$1.29M - $1.3M
|
27K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-26.6K- 4.21% |
$1.34M - $1.34M
|
606K
$30.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-27.1K- 42.86% |
$1.36M - $1.37M
|
36.2K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-27.7K- 8.08% |
$1.39M - $1.4M
|
316K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27.8K- 21.13% |
$1.4M - $1.4M
|
104K
$5.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 27.18% |
$1.45M - $1.45M
|
77.2K
$3.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-28.9K- 24.77% |
$1.46M - $1.46M
|
87.9K
$4.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-29.5K- 31.15% |
$1.49M - $1.49M
|
65.3K
$3.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.4K- 0.17% |
$1.58M - $1.59M
|
18.7M
$943M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-31.5K- 60.23% |
$1.58M - $1.59M
|
20.8K
$1.05M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32.2K- 62.75% |
$1.62M - $1.63M
|
19.1K
$963K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.5K- 43.98% |
$1.64M - $1.64M
|
41.4K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33.3K- 6.51% |
$1.68M - $1.68M
|
479K
$24.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.4K- 58.11% |
$1.68M - $1.68M
|
24.1K
$1.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-34.3K- 57.66% |
$1.73M - $1.73M
|
25.2K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-35K- 12.78% |
$1.76M - $1.77M
|
239K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-38.8K- 25.42% |
$1.95M - $1.96M
|
114K
$5.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.9K- 31.9% |
$1.96M - $1.96M
|
83.1K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-40.1K- 43.91% |
$2.02M - $2.02M
|
51.2K
$2.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-44.8K- 63.84% |
$2.25M - $2.26M
|
25.4K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-46.7K- 82.12% |
$2.35M - $2.36M
|
10.2K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-47.4K- 2.65% |
$2.38M - $2.39M
|
1.74M
$87.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-51.1K- 33.8% |
$2.57M - $2.58M
|
100K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-51.2K- 13.13% |
$2.57M - $2.58M
|
339K
$17M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-51.2K- 13.73% |
$2.57M - $2.58M
|
322K
$16.2M
|