Purchases and Sales Made in Q3 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
418K+ 90.28% |
$21M - $21.1M
|
881K
$44.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
357K+ 468.15% |
$17.9M - $18M
|
433K
$21.8M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
171K+ 85.74% |
$8.61M - $8.65M
|
371K
$18.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
161K+ 63.42% |
$8.09M - $8.13M
|
415K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
135K+ 69.02% |
$6.79M - $6.83M
|
331K
$16.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
120K+ 615.69% |
$6.04M - $6.07M
|
140K
$7.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
115K+ 53.65% |
$5.78M - $5.81M
|
330K
$16.6M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
107KNew |
$5.39M - $5.42M
|
107K
$5.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
102K+ 106.12% |
$5.14M - $5.17M
|
199K
$10M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
83.5K+ 7.13% |
$4.19M - $4.21M
|
1.25M
$63.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
76.1K+ 30.62% |
$3.82M - $3.84M
|
325K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
70.8K+ 28.41% |
$3.56M - $3.57M
|
320K
$16.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62.6K+ 31.34% |
$3.14M - $3.16M
|
262K
$13.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
49.2K+ 18.63% |
$2.47M - $2.48M
|
313K
$15.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
48.3K+ 12.8% |
$2.43M - $2.44M
|
426K
$21.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.6K+ 156.45% |
$1.89M - $1.9M
|
61.7K
$3.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
35K+ 11.74% |
$1.76M - $1.77M
|
333K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
32.6K+ 21.11% |
$1.64M - $1.65M
|
187K
$9.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
30.5KNew |
$1.53M - $1.54M
|
30.5K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
28.8K+ 599.85% |
$1.45M - $1.46M
|
33.6K
$1.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
26.8K+ 11.24% |
$1.35M - $1.36M
|
266K
$13.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
25.3K+ 48.17% |
$1.27M - $1.28M
|
77.8K
$3.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
20.3K+ 4.86% |
$1.02M - $1.03M
|
439K
$22.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.7K+ 19.0% |
$937K - $942K
|
117K
$5.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15.7KNew |
$789K - $793K
|
15.7K
$791K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 4.75% |
$745K - $749K
|
327K
$16.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.2K+ 219.48% |
$661K - $665K
|
19.2K
$965K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.9K+ 25.29% |
$646K - $649K
|
63.7K
$3.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.4K+ 13.26% |
$624K - $628K
|
106K
$5.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 11.85% |
$565K - $568K
|
106K
$5.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.9K+ 60.84% |
$550K - $553K
|
28.9K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 29.33% |
$532K - $534K
|
46.7K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.41K+ 38.19% |
$472K - $475K
|
34K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.73K+ 1.22% |
$439K - $441K
|
723K
$36.4M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.88K+ 9.11% |
$396K - $398K
|
94.5K
$4.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7K+ 2.64% |
$352K - $353K
|
272K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.75K+ 72.53% |
$339K - $341K
|
16.1K
$809K
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
6.66K+ 7.32% |
$335K - $336K
|
97.7K
$4.92M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
6.55K+ 96.32% |
$329K - $330K
|
13.3K
$672K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.46K+ 41.63% |
$324K - $326K
|
22K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.4KNew |
$321K - $323K
|
6.4K
$322K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.94K+ 110.54% |
$298K - $300K
|
11.3K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.8K+ 3.05% |
$291K - $293K
|
196K
$9.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$247K - $249K
|
4.92K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.62K+ 10.47% |
$232K - $233K
|
48.7K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
4.6K+ 1.49% |
$231K - $232K
|
314K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.24K+ 9.89% |
$213K - $214K
|
47.1K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.77K+ 8.3% |
$189K - $190K
|
49.2K
$2.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 2.88% |
$189K - $190K
|
134K
$6.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.69K+ 19.36% |
$185K - $186K
|
22.7K
$1.14M
|