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 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.75K- 2.43% |
$238K - $240K
|
191K
$9.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.3K- 50.28% |
$266K - $267K
|
5.24K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.72K- 18.05% |
$287K - $288K
|
25.9K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.23K- 1.46% |
$313K - $315K
|
421K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-6.86K- 1.65% |
$344K - $346K
|
408K
$20.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-7.33K- 49.13% |
$368K - $370K
|
7.59K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-7.48K- 13.11% |
$376K - $378K
|
49.6K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-8.31K- 9.46% |
$418K - $420K
|
79.6K
$4.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8.69K- 44.55% |
$437K - $439K
|
10.8K
$545K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11.8K- 2.4% |
$590K - $593K
|
477K
$24M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-12.2K- 75.37% |
$612K - $615K
|
3.98K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-12.8K- 55.91% |
$644K - $647K
|
10.1K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.5K- 15.94% |
$728K - $732K
|
76.5K
$3.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-14.8K- 6.69% |
$745K - $748K
|
207K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-16.2K- 3.89% |
$812K - $816K
|
399K
$20.1M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 15.7% |
$819K - $823K
|
87.5K
$4.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-20.6K- 1.38% |
$1.03M - $1.04M
|
1.47M
$74.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.5K- 16.83% |
$1.23M - $1.24M
|
121K
$6.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-27.2K- 23.62% |
$1.37M - $1.37M
|
87.9K
$4.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-29.6K- 10.46% |
$1.49M - $1.49M
|
253K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-35.8K- 86.34% |
$1.8M - $1.81M
|
5.66K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-38.9K- 6.47% |
$1.95M - $1.96M
|
562K
$28.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-41.4K- 4.28% |
$2.08M - $2.09M
|
927K
$46.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-42.8K- 22.36% |
$2.15M - $2.16M
|
149K
$7.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-47K- 18.26% |
$2.36M - $2.37M
|
211K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-50.3K- 33.59% |
$2.53M - $2.54M
|
99.4K
$5.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-55K- 46.4% |
$2.76M - $2.78M
|
63.5K
$3.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-55.4K- 32.83% |
$2.78M - $2.8M
|
113K
$5.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-76K- 15.36% |
$3.82M - $3.83M
|
419K
$21.1M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-93.8K- 18.55% |
$4.71M - $4.74M
|
412K
$20.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-110K- 7.41% |
$5.54M - $5.57M
|
1.38M
$69.4M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-134K- 89.06% |
$6.72M - $6.75M
|
16.4K
$828K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-181K- 24.15% |
$9.09M - $9.13M
|
568K
$28.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-182K- 55.91% |
$9.14M - $9.19M
|
144K
$7.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-232K- 86.76% |
$11.7M - $11.7M
|
35.4K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-307K- 47.18% |
$15.4M - $15.5M
|
344K
$17.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-313K- 96.12% |
$15.7M - $15.8M
|
12.6K
$636K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-457K- 32.22% |
$23M - $23.1M
|
961K
$48.4M
|