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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
364+ 3.4% |
$18.3K - $18.4K
|
11.1K
$556K
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.07K- 46.44% |
$305K - $306K
|
6.99K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.29K+ 10.37% |
$115K - $115K
|
24.3K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14.9K+ 3.46% |
$748K - $752K
|
446K
$22.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$352 - $354
|
7
$352
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
172KNew |
$8.67M - $8.71M
|
172K
$8.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.99KNew |
$502K - $504K
|
9.99K
$502K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
996KNew |
$50.1M - $50.3M
|
996K
$50.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
70+ 1.26% |
$3.52K - $3.54K
|
5.62K
$282K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
21.4KNew |
$1.07M - $1.08M
|
21.4K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.76K+ 10.93% |
$139K - $139K
|
28K
$1.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-181- 27.59% |
$9.1K - $9.14K
|
475
$23.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
385KNew |
$19.4M - $19.5M
|
385K
$19.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
533+ 0.28% |
$26.8K - $26.9K
|
191K
$9.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-143- 2.54% |
$7.19K - $7.22K
|
5.49K
$276K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45New |
$2.26K - $2.27K
|
45
$2.26K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
9.45K+ 4.07% |
$475K - $477K
|
242K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.79KNew |
$442K - $444K
|
8.79K
$442K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.71K- 1.68% |
$85.9K - $86.3K
|
99.8K
$5.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.92K- 65.0% |
$448K - $450K
|
4.8K
$241K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62.8KNew |
$3.16M - $3.17M
|
62.8K
$3.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-49.6K- 91.01% |
$2.49M - $2.5M
|
4.9K
$246K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-275K- 7.51% |
$13.8M - $13.9M
|
3.38M
$170M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.06MNew |
$104M - $104M
|
2.06M
$104M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
138New |
$6.94K - $6.97K
|
138
$6.94K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-327- 7.56% |
$16.4K - $16.5K
|
4K
$201K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.72K- 12.93% |
$237K - $239K
|
31.8K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-313- 0.44% |
$15.7K - $15.8K
|
70.4K
$3.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.24KNew |
$213K - $214K
|
4.24K
$213K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
256+ 5.61% |
$12.9K - $12.9K
|
4.82K
$242K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
354+ 183.42% |
$17.8K - $17.9K
|
547
$27.5K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.74K+ 47.83% |
$188K - $189K
|
11.6K
$581K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.92KNew |
$498K - $501K
|
9.92K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-589- 11.29% |
$29.6K - $29.7K
|
4.63K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
665New |
$33.4K - $33.6K
|
665
$33.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.1K+ 4.32% |
$557K - $560K
|
268K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
145KNew |
$7.3M - $7.34M
|
145K
$7.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-490- 7.74% |
$24.6K - $24.7K
|
5.84K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-877K- 9.75% |
$44.1M - $44.3M
|
8.12M
$408M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20KNew |
$1M - $1.01M
|
20K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.1K+ 42.39% |
$106K - $106K
|
7.07K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
6.3KNew |
$316K - $318K
|
6.3K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-7.79K- 21.52% |
$391K - $393K
|
28.4K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
44.1KNew |
$2.22M - $2.23M
|
44.1K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 0.22% |
$4.87K - $4.9K
|
43.4K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-100K- 44.44% |
$5.02M - $5.05M
|
125K
$6.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
10KNew |
$502K - $505K
|
10K
$503K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88New |
$4.42K - $4.44K
|
88
$4.42K
|
|