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 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68KNew |
$135K - $135K
|
2.68K
$135K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.57K+ 6.58% |
$129K - $129K
|
41.6K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.38K+ 13.47% |
$120K - $120K
|
20.1K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.28K+ 1.76% |
$114K - $115K
|
132K
$6.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.1K+ 7.79% |
$105K - $106K
|
29K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
1.66K+ 6.24% |
$83.5K - $83.9K
|
28.3K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.51K+ 16.27% |
$75.6K - $76K
|
10.8K
$542K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.25KNew |
$62.9K - $63.3K
|
1.25K
$63.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.16K+ 13.16% |
$58.1K - $58.4K
|
9.95K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 6.37% |
$56.5K - $56.8K
|
18.8K
$946K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
988+ 6.59% |
$49.6K - $49.9K
|
16K
$805K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
919+ 6.26% |
$46.2K - $46.4K
|
15.6K
$786K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
846+ 251.79% |
$42.5K - $42.7K
|
1.18K
$59.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
602+ 0.4% |
$30.2K - $30.4K
|
150K
$7.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
490+ 2.15% |
$24.6K - $24.7K
|
23.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
451+ 2.07% |
$22.7K - $22.8K
|
22.3K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
425New |
$21.3K - $21.5K
|
425
$21.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
422+ 1.86% |
$21.2K - $21.3K
|
23.2K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
351+ 1.07% |
$17.6K - $17.7K
|
33.3K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
244+ 2.81% |
$12.3K - $12.3K
|
8.94K
$450K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
198+ 0.46% |
$9.95K - $10K
|
42.8K
$2.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
172+ 1.07% |
$8.64K - $8.68K
|
16.3K
$821K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
104+ 1.75% |
$5.22K - $5.25K
|
6.04K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 1.3% |
$3.32K - $3.33K
|
5.13K
$258K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50+ 7.5% |
$2.51K - $2.52K
|
717
$36.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
28+ 0.1% |
$1.41K - $1.41K
|
28.3K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
15+ 0.2% |
$753 - $757
|
7.48K
$376K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 0.2% |
$502 - $505
|
4.99K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47- 3.62% |
$2.36K - $2.37K
|
1.25K
$63.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-80- 8.02% |
$4.02K - $4.04K
|
918
$46.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-80- 11.9% |
$4.02K - $4.04K
|
592
$29.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-98- 1.62% |
$4.92K - $4.95K
|
5.95K
$300K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-113- 2.43% |
$5.68K - $5.7K
|
4.54K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-142- 0.07% |
$7.13K - $7.17K
|
200K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-364- 95.29% |
$18.3K - $18.4K
|
18
$906
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-392- 0.06% |
$19.7K - $19.8K
|
615K
$31M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-619- 1.36% |
$31.1K - $31.2K
|
44.9K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-654- 0.29% |
$32.9K - $33K
|
223K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-753- 11.71% |
$37.8K - $38K
|
5.68K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-806- 10.81% |
$40.5K - $40.7K
|
6.65K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.18K- 6.26% |
$59.5K - $59.8K
|
17.7K
$893K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.54K- 12.16% |
$77.2K - $77.5K
|
11.1K
$559K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.72K- 17.06% |
$86.5K - $87K
|
8.38K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2K- 1.87% |
$100K - $101K
|
105K
$5.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.22K- 15.32% |
$112K - $112K
|
12.3K
$618K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.77K- 6.26% |
$139K - $140K
|
41.4K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.23K- 27.51% |
$162K - $163K
|
8.5K
$428K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.24K- 3.51% |
$163K - $164K
|
89.1K
$4.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.89K- 35.15% |
$195K - $196K
|
7.17K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.36K- 3.18% |
$219K - $220K
|
133K
$6.69M
|