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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-55.5K- 18.45% |
$2.79M - $2.8M
|
245K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-25.6K- 21.45% |
$1.29M - $1.29M
|
93.8K
$4.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.5K+ 0.65% |
$529K - $531K
|
1.62M
$81.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54.6K- 10.94% |
$2.75M - $2.76M
|
445K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-66.5K- 8.59% |
$3.35M - $3.36M
|
708K
$35.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.82K+ 11.46% |
$91.5K - $91.8K
|
17.7K
$893K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
57+ 0.3% |
$2.87K - $2.88K
|
19K
$961K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.06K- 4.36% |
$254K - $255K
|
111K
$5.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.2KNew |
$716K - $718K
|
14.2K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
67.4K+ 55.94% |
$3.39M - $3.4M
|
188K
$9.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36.6K+ 19.56% |
$1.84M - $1.85M
|
224K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-101K- 70.1% |
$5.08M - $5.1M
|
43.1K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
41.2K+ 3.65% |
$2.07M - $2.08M
|
1.17M
$59.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.1K+ 244.98% |
$508K - $510K
|
14.2K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.06K+ 12.01% |
$53.3K - $53.5K
|
9.89K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-11K- 62.07% |
$553K - $555K
|
6.72K
$339K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 0.44% |
$57.7K - $57.9K
|
264K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
91KNew |
$4.57M - $4.59M
|
91K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.34K- 30.86% |
$319K - $320K
|
14.2K
$717K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.66K- 1.79% |
$134K - $134K
|
146K
$7.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.9K- 31.9% |
$1.96M - $1.96M
|
83.1K
$4.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-78.7K- 56.44% |
$3.96M - $3.97M
|
60.8K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-936- 5.99% |
$47.1K - $47.2K
|
14.7K
$741K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
63.5K+ 14.93% |
$3.19M - $3.21M
|
489K
$24.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.81K+ 16.21% |
$493K - $495K
|
70.3K
$3.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.49K+ 7.97% |
$125K - $126K
|
33.8K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
110K+ 276.94% |
$5.55M - $5.57M
|
150K
$7.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.19K+ 41.59% |
$261K - $262K
|
17.7K
$891K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-19.1K- 3.01% |
$961K - $965K
|
616K
$31.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 18.91% |
$759K - $762K
|
94.9K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.1KNew |
$509K - $511K
|
10.1K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
32.2K+ 6.81% |
$1.62M - $1.63M
|
506K
$25.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63+ 6.74% |
$3.17K - $3.18K
|
998
$50.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
412K+ 38.25% |
$20.7M - $20.8M
|
1.49M
$75.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$999K - $1M
|
19.9K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.4K- 58.11% |
$1.68M - $1.68M
|
24.1K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.04K- 13.47% |
$153K - $153K
|
19.5K
$985K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-7.28K- 51.73% |
$366K - $368K
|
6.8K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.9M- 99.98% |
$95.8M - $96.1M
|
382
$19.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-40.1K- 43.91% |
$2.02M - $2.02M
|
51.2K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.4K+ 50.9% |
$575K - $577K
|
33.9K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.7KNew |
$787K - $790K
|
15.7K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
166K+ 85.38% |
$8.33M - $8.36M
|
360K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.98K- 14.8% |
$200K - $201K
|
22.9K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
59New |
$2.97K - $2.98K
|
59
$2.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.25K+ 10.96% |
$113K - $113K
|
22.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.53K+ 53.04% |
$328K - $330K
|
18.8K
$951K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80.1K+ 443.66% |
$4.03M - $4.04M
|
98.2K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
524+ 8.97% |
$26.3K - $26.4K
|
6.37K
$321K
|