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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-89.7K- 6.56% |
$4.51M - $4.53M
|
1.28M
$64.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.42K+ 29.37% |
$122K - $122K
|
10.7K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
526+ 10.44% |
$26.5K - $26.6K
|
5.57K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
109+ 0.21% |
$5.48K - $5.5K
|
51.7K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.13K+ 3.75% |
$358K - $360K
|
197K
$9.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14.9K- 44.25% |
$751K - $754K
|
18.8K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-28.5K- 38.06% |
$1.44M - $1.44M
|
46.5K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.45K+ 5.78% |
$73K - $73.3K
|
26.6K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.99K- 41.22% |
$150K - $151K
|
4.27K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
5.09K+ 3.6% |
$256K - $257K
|
146K
$7.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.08K+ 2.88% |
$205K - $206K
|
146K
$7.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.28K+ 11.9% |
$215K - $216K
|
40.2K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.4K- 73.39% |
$1.02M - $1.03M
|
7.39K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-25- 0.19% |
$1.26K - $1.26K
|
13.2K
$668K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.6K- 39.06% |
$583K - $586K
|
18.1K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.9KNew |
$246K - $247K
|
4.9K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.48K+ 22.1% |
$74.3K - $74.6K
|
8.16K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-63- 1.03% |
$3.17K - $3.18K
|
6.05K
$305K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.98K+ 18.97% |
$200K - $201K
|
24.9K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
336New |
$16.9K - $17K
|
336
$17K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112K- 61.67% |
$5.61M - $5.63M
|
69.3K
$3.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19.8KNew |
$997K - $1M
|
19.8K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
334+ 1.04% |
$16.8K - $16.9K
|
32.6K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.26K+ 20.22% |
$114K - $114K
|
13.5K
$679K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.14K- 93.31% |
$107K - $108K
|
153
$7.72K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 1.41% |
$53.6K - $53.8K
|
76.5K
$3.86M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
70New |
$3.52K - $3.53K
|
70
$3.53K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.5KNew |
$580K - $582K
|
11.5K
$582K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-393K- 21.7% |
$19.8M - $19.8M
|
1.42M
$71.6M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.87K- 4.75% |
$144K - $145K
|
57.6K
$2.91M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
2.86K+ 3.65% |
$144K - $144K
|
81.2K
$4.1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 7.6% |
$117K - $118K
|
28.4K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$301 - $303
|
6
$303
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-313- 89.43% |
$15.7K - $15.8K
|
37
$1.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$2.21K - $2.22K
|
44
$2.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
996+ 0.79% |
$50K - $50.3K
|
128K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-829- 0.74% |
$41.6K - $41.8K
|
112K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4- 0.03% |
$201 - $202
|
12.6K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17.6K- 81.34% |
$885K - $889K
|
4.04K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.58K- 27.56% |
$230K - $231K
|
12K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-412- 45.78% |
$20.7K - $20.8K
|
488
$24.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.96K+ 6.71% |
$149K - $150K
|
47.1K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
658KNew |
$33.1M - $33.2M
|
658K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.4K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.71K- 27.0% |
$85.7K - $86.1K
|
4.62K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.91K+ 25.95% |
$95.8K - $96.2K
|
9.26K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.29K- 2.94% |
$115K - $116K
|
75.5K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
130New |
$6.53K - $6.56K
|
130
$6.56K
|
|