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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1New |
$50.3 - $50.5
|
1
$50.5
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-183- 2.16% |
$9.2K - $9.24K
|
8.29K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.34M
|
26.5K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-107K- 47.36% |
$5.4M - $5.42M
|
119K
$6.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.39K- 6.06% |
$221K - $222K
|
68K
$3.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-312- 1.73% |
$15.7K - $15.8K
|
17.8K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.78% |
$50.3 - $50.5
|
130
$6.56K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-400- 8.58% |
$20.1K - $20.2K
|
4.26K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.9K+ 9.61% |
$898K - $902K
|
204K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
29.6KNew |
$1.49M - $1.5M
|
29.6K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.61K- 9.24% |
$80.8K - $81.1K
|
15.8K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
299+ 1573.68% |
$15K - $15.1K
|
318
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
17.6KNew |
$884K - $888K
|
17.6K
$887K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.6K+ 2.94% |
$535K - $538K
|
373K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.72% |
$50.3 - $50.5
|
140
$7.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.41K - $2.42K
|
48
$2.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
246New |
$12.4K - $12.4K
|
246
$12.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109K+ 126.55% |
$5.5M - $5.52M
|
196K
$9.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-54.7K- 6.64% |
$2.75M - $2.76M
|
768K
$38.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 67.17% |
$763K - $767K
|
7.42K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
11.1K+ 5.32% |
$558K - $560K
|
220K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.94K+ 17.82% |
$248K - $249K
|
32.6K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.92K- 37.84% |
$348K - $350K
|
11.4K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8K+ 90.1% |
$692K - $695K
|
29K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.84K- 33.35% |
$92.5K - $92.9K
|
3.68K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-21.4K- 32.84% |
$1.08M - $1.08M
|
43.8K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$206K - $206K
|
4.09K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.39K- 4.43% |
$472K - $474K
|
203K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.08K+ 28.68% |
$155K - $156K
|
13.8K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-62- 0.21% |
$3.12K - $3.13K
|
28.8K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.31K+ 4.53% |
$217K - $218K
|
99.5K
$5.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.51K+ 2.55% |
$327K - $329K
|
262K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-874- 59.5% |
$44K - $44.1K
|
595
$30K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-293K- 20.27% |
$14.8M - $14.8M
|
1.15M
$58.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.65K- 30.32% |
$83K - $83.4K
|
3.8K
$191K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.56KNew |
$380K - $382K
|
7.56K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 3.54% |
$51.6K - $51.9K
|
28K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.85K+ 6.4% |
$143K - $144K
|
47.4K
$2.39M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
22.3K+ 28.73% |
$1.12M - $1.13M
|
100K
$5.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-30- 0.19% |
$1.51K - $1.52K
|
15.5K
$782K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19KNew |
$955K - $959K
|
19K
$958K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-81.9K- 26.43% |
$4.12M - $4.14M
|
228K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
699+ 8.87% |
$35.2K - $35.3K
|
8.58K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
91.2K+ 72.34% |
$4.59M - $4.61M
|
217K
$11M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.7K+ 83.38% |
$637K - $639K
|
27.8K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-68.8K- 23.21% |
$3.46M - $3.48M
|
228K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-249- 1.31% |
$12.5K - $12.6K
|
18.7K
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.03% |
$101 - $101
|
197
$9.94K
|