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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.4K- 56.98% |
$1.48M - $1.48M
|
22.2K
$1.12M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 15.82% |
$612K - $615K
|
64.8K
$3.26M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
18.1K+ 21.55% |
$909K - $913K
|
102K
$5.14M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 1.62% |
$50.7K - $51K
|
63.4K
$3.19M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24.7K- 11.17% |
$1.24M - $1.25M
|
196K
$9.88M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
523+ 2.74% |
$26.3K - $26.4K
|
19.6K
$989K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
115K+ 1.65% |
$5.78M - $5.81M
|
7.08M
$356M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-67.2K- 11.09% |
$3.37M - $3.39M
|
538K
$27.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.96K- 1.77% |
$98.6K - $99.1K
|
109K
$5.49M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.02KNew |
$353K - $355K
|
7.02K
$354K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
87.9KNew |
$4.42M - $4.44M
|
87.9K
$4.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 1.07% |
$2.56K - $2.57K
|
4.81K
$242K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-76K- 20.4% |
$3.82M - $3.83M
|
296K
$14.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-11.4K- 4.65% |
$573K - $576K
|
234K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.2K- 4.67% |
$4.83M - $4.86M
|
1.96M
$98.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.06K- 5.37% |
$405K - $407K
|
142K
$7.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.4K+ 10.69% |
$2.08M - $2.09M
|
429K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-591K- 86.27% |
$29.7M - $29.8M
|
94K
$4.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
85.1K+ 29.0% |
$4.27M - $4.29M
|
378K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.4K+ 287.63% |
$271K - $272K
|
7.27K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
1.02K+ 1.18% |
$51K - $51.3K
|
86.9K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.46K+ 38.57% |
$123K - $124K
|
8.82K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-183K- 88.79% |
$9.2M - $9.24M
|
23.1K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.2K+ 19.89% |
$2.22M - $2.23M
|
266K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-452- 13.47% |
$22.7K - $22.8K
|
2.9K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130K+ 12.08% |
$6.52M - $6.55M
|
1.2M
$60.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-144K- 55.35% |
$7.24M - $7.28M
|
116K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-203K- 15.61% |
$10.2M - $10.2M
|
1.1M
$55.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51.1K+ 297.32% |
$2.57M - $2.58M
|
68.3K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
81.2K+ 40.73% |
$4.08M - $4.1M
|
280K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.5K+ 73.26% |
$2.99M - $3M
|
141K
$7.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-245K- 5.34% |
$12.3M - $12.4M
|
4.34M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.3K- 31.96% |
$3.03M - $3.05M
|
128K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-316K- 51.31% |
$15.9M - $16M
|
300K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-16.9K- 14.35% |
$848K - $853K
|
101K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-775- 3.97% |
$38.9K - $39.1K
|
18.7K
$943K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.42KNew |
$222K - $223K
|
4.42K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.11K+ 3.78% |
$357K - $359K
|
195K
$9.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.9K- 71.03% |
$1.25M - $1.26M
|
10.2K
$512K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-62.2K- 11.66% |
$3.12M - $3.14M
|
471K
$23.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-327K- 82.91% |
$16.4M - $16.5M
|
67.4K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-724K- 4.57% |
$36.4M - $36.6M
|
15.1M
$760M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 5.76% |
$54.2M - $54.5M
|
17.7M
$889M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
BUY
|
- |
23K+ 57.5% |
$1.16M - $1.16M
|
63K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8.67KNew |
$436K - $438K
|
8.67K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.21K- 4.13% |
$111K - $112K
|
51.3K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-20.2K- 58.63% |
$1.01M - $1.02M
|
14.2K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.33K- 3.79% |
$167K - $168K
|
84.7K
$4.26M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.07K- 3.95% |
$53.7K - $54K
|
26K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$766K
|
|