Latest Institutional Transactions on Wisdomtree Floating Rate Treas (USFR)
This table provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.58KNew |
$79.6K - $79.9K
|
1.58K
$79.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-84.1K- 38.01% |
$4.23M - $4.25M
|
137K
$6.91M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.26K- 9.62% |
$114K - $114K
|
21.2K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.4K- 0.17% |
$1.58M - $1.59M
|
18.7M
$944M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5K+ 7.79% |
$779K - $782K
|
215K
$10.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-23.2K- 75.4% |
$1.17M - $1.17M
|
7.56K
$381K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
415+ 0.8% |
$20.9K - $20.9K
|
52.1K
$2.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.59KNew |
$331K - $333K
|
6.59K
$332K
|
|
|
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
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-184K- 18.51% |
$9.26M - $9.29M
|
811K
$40.8M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.42K+ 12.22% |
$122K - $122K
|
22.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.9K- 2.56% |
$1.1M - $1.1M
|
833K
$42M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
189KNew |
$9.49M - $9.53M
|
189K
$9.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
176K+ 8.82% |
$8.87M - $8.91M
|
2.18M
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
205K+ 4.68% |
$10.3M - $10.3M
|
4.58M
$231M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53.4K- 39.69% |
$2.69M - $2.7M
|
81.2K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.55K- 8.25% |
$77.7K - $78K
|
17.2K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.89KNew |
$447K - $449K
|
8.89K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
29.4K+ 25.02% |
$1.48M - $1.48M
|
147K
$7.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-106K- 14.6% |
$5.32M - $5.34M
|
619K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
316+ 0.91% |
$15.9K - $15.9K
|
35.1K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
12.9K+ 10.29% |
$649K - $652K
|
138K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
394KNew |
$19.8M - $19.9M
|
394K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 1.25% |
$9.79M - $9.83M
|
15.8M
$797M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.06K+ 8.68% |
$305K - $306K
|
75.9K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-193K- 28.58% |
$9.72M - $9.76M
|
483K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-109K- 10.6% |
$5.46M - $5.48M
|
915K
$46.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.04K+ 4.59% |
$455K - $456K
|
206K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.06K+ 5.67% |
$405K - $407K
|
150K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.63M+ 24.63% |
$82M - $82.3M
|
8.25M
$415M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.36K- 2.78% |
$169K - $170K
|
118K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-127K- 30.24% |
$6.39M - $6.42M
|
293K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.64K- 5.35% |
$183K - $184K
|
64.4K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 12.23% |
$1.22M - $1.22M
|
222K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
220K+ 55.59% |
$11.1M - $11.1M
|
616K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33.3K- 6.51% |
$1.68M - $1.68M
|
479K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257K+ 8.29% |
$12.9M - $13M
|
3.36M
$169M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-359- 0.61% |
$18.1K - $18.1K
|
58.8K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111K- 67.41% |
$5.57M - $5.59M
|
53.5K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
26.6K+ 206.23% |
$1.34M - $1.34M
|
39.4K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
34.4KNew |
$1.73M - $1.74M
|
34.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
81.5K+ 101.18% |
$4.1M - $4.11M
|
162K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34K+ 19.81% |
$1.71M - $1.72M
|
206K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
155+ 2.17% |
$7.79K - $7.82K
|
7.29K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.39K+ 14.26% |
$120K - $121K
|
19.2K
$965K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 25.17% |
$118K - $118K
|
11.6K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
145K+ 473.25% |
$7.28M - $7.31M
|
175K
$8.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
968+ 4.0% |
$48.7K - $48.9K
|
25.1K
$1.27M
|