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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.8K+ 2.89% |
$1.55M - $1.55M
|
1.09M
$55.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-10.2K- 7.77% |
$515K - $517K
|
122K
$6.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.27K+ 7.31% |
$63.6K - $63.9K
|
18.6K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.46% |
$100 - $101
|
139
$7.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.2KNew |
$765K - $769K
|
15.2K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
157KNew |
$7.89M - $7.93M
|
157K
$7.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.29% |
$71.5K - $71.9K
|
109K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
17.8K+ 16.4% |
$892K - $896K
|
126K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.68KNew |
$336K - $337K
|
6.68K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-55.1K- 32.88% |
$2.77M - $2.78M
|
112K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
687+ 50.0% |
$34.5K - $34.7K
|
2.06K
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.59K+ 1.67% |
$79.7K - $80K
|
96.7K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.59K- 9.19% |
$79.7K - $80.1K
|
15.7K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
124+ 3.04% |
$6.23K - $6.26K
|
4.21K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
23KNew |
$1.16M - $1.16M
|
23K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 8.75% |
$1.18M - $1.19M
|
245K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.6K+ 0.61% |
$80.3K - $80.6K
|
263K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
13.6K+ 2.24% |
$681K - $684K
|
619K
$31.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 52.61% |
$267K - $268K
|
4.79K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-209K- 33.78% |
$10.5M - $10.5M
|
409K
$20.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
84K+ 426.25% |
$4.22M - $4.24M
|
104K
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.55% |
$402 - $404
|
1.47K
$74.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
139+ 0.69% |
$6.98K - $7.01K
|
20.4K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.02K- 99.9% |
$453K - $455K
|
9
$454
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.6K+ 12.26% |
$782K - $785K
|
143K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.63K+ 5.81% |
$182K - $183K
|
66.2K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
15.4K+ 4.65% |
$775K - $778K
|
347K
$17.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-154- 1.41% |
$7.74K - $7.77K
|
10.7K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.24K+ 5.57% |
$364K - $365K
|
137K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.63K+ 0.79% |
$82K - $82.4K
|
209K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.49K+ 15.35% |
$74.8K - $75.2K
|
11.2K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.21K+ 64.53% |
$161K - $162K
|
8.17K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72.9K- 28.18% |
$3.66M - $3.68M
|
186K
$9.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.08% |
$1.81K - $1.82K
|
44K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 0.04% |
$11.6K - $11.7K
|
527K
$26.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-4.07K- 37.08% |
$204K - $205K
|
6.91K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
216K+ 56.39% |
$10.9M - $10.9M
|
599K
$30.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141KNew |
$7.07M - $7.1M
|
141K
$7.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.7K+ 22.06% |
$1.64M - $1.65M
|
181K
$9.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.34K- 66.53% |
$218K - $219K
|
2.18K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17.9K- 6.26% |
$900K - $904K
|
268K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
625+ 88.78% |
$31.4K - $31.5K
|
1.33K
$67.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.05K+ 11.85% |
$103K - $104K
|
19.4K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.72K- 18.7% |
$388K - $390K
|
33.6K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41.6K- 45.38% |
$2.09M - $2.1M
|
50K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-730- 2.66% |
$36.7K - $36.8K
|
26.8K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.1K- 14.56% |
$1.82M - $1.82M
|
212K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
38.2K+ 16.36% |
$1.92M - $1.93M
|
272K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.6KNew |
$731K - $734K
|
14.6K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-85- 0.83% |
$4.27K - $4.29K
|
10.1K
$511K
|