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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-87.2K- 9.09% |
$4.38M - $4.4M
|
872K
$44M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
778New |
$39.1K - $39.3K
|
778
$39.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
78.9KNew |
$3.96M - $3.98M
|
78.9K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
837New |
$42K - $42.2K
|
837
$42.2K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
282New |
$14.2K - $14.2K
|
282
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.35K+ 2.81% |
$168K - $169K
|
122K
$6.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
23.5KNew |
$1.18M - $1.19M
|
23.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$151 - $151
|
19.3K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.12K- 8.12% |
$56.4K - $56.6K
|
12.7K
$641K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-3.2K- 37.79% |
$161K - $161K
|
5.27K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.4KNew |
$521K - $524K
|
10.4K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
518KNew |
$26M - $26.1M
|
518K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-307- 50.58% |
$15.4K - $15.5K
|
300
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.8KNew |
$741K - $745K
|
14.8K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-311- 0.51% |
$15.6K - $15.7K
|
61.1K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
116KNew |
$5.83M - $5.86M
|
116K
$5.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34KNew |
$1.71M - $1.71M
|
34K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 16.22% |
$151K - $151K
|
15.5K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
497+ 41.42% |
$25K - $25.1K
|
1.7K
$85.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1KNew |
$960K - $965K
|
19.1K
$965K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5K- 7.05% |
$251K - $252K
|
65.9K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.1K+ 8.44% |
$1.01M - $1.01M
|
258K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.2K- 2.15% |
$60.4K - $60.7K
|
54.6K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$77K - $77.3K
|
1.53K
$77.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.2KNew |
$60.2K - $60.5K
|
1.2K
$60.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-488K- 98.18% |
$24.5M - $24.6M
|
9.03K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
8.49K+ 166.7% |
$426K - $428K
|
13.6K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
667New |
$33.5K - $33.7K
|
667
$33.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
60KNew |
$3.02M - $3.03M
|
60K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.03K- 21.55% |
$102K - $102K
|
7.38K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
6.15KNew |
$309K - $310K
|
6.15K
$310K
|
|
|
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
|
Hartford Financial Management Inc.
|
BUY
|
- |
687+ 50.0% |
$34.5K - $34.7K
|
2.06K
$104K
|
|
|
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
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 8.75% |
$1.18M - $1.19M
|
245K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.2KNew |
$765K - $769K
|
15.2K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
15.4K+ 4.65% |
$775K - $778K
|
347K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.6KNew |
$731K - $734K
|
14.6K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
625+ 88.78% |
$31.4K - $31.5K
|
1.33K
$67.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.7K+ 3.41% |
$589K - $591K
|
355K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.06KNew |
$103K - $104K
|
2.06K
$104K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 5.26% |
$50.2 - $50.5
|
20
$1.01K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.31KNew |
$216K - $217K
|
4.31K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.73K- 38.18% |
$238K - $239K
|
7.66K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 7.29% |
$35.2K - $35.3K
|
8.9K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
936+ 7.31% |
$47K - $47.2K
|
13.7K
$693K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-28.4K- 99.56% |
$1.43M - $1.43M
|
125
$6.31K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.8KNew |
$191K - $192K
|
3.8K
$192K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10K- 60.92% |
$503K - $506K
|
6.43K
$324K
|
|