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 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-179- 89.5% |
$8.99K - $9.02K
|
21
$1.06K
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.4KNew |
$875K - $878K
|
17.4K
$879K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
10.3KNew |
$518K - $520K
|
10.3K
$521K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.9KNew |
$697K - $700K
|
13.9K
$701K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
668New |
$33.5K - $33.7K
|
668
$33.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12.6K- 89.14% |
$631K - $633K
|
1.53K
$77.3K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.39K+ 17.53% |
$69.9K - $70.1K
|
9.33K
$471K
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.3KNew |
$871K - $874K
|
17.3K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.4KNew |
$672K - $674K
|
13.4K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11KNew |
$554K - $555K
|
11K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
437K+ 183.42% |
$21.9M - $22M
|
675K
$34.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-922- 12.54% |
$46.3K - $46.5K
|
6.43K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
210New |
$10.6K - $10.6K
|
210
$10.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.77K- 35.95% |
$491K - $492K
|
17.4K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-513- 39.71% |
$25.8K - $25.8K
|
779
$39.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11K+ 6.41% |
$552K - $554K
|
182K
$9.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-60K- 34.28% |
$3.01M - $3.02M
|
115K
$5.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
465+ 1.08% |
$23.4K - $23.4K
|
43.5K
$2.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$251 - $252
|
5
$252
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.01% |
$301 - $302
|
45.4K
$2.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
975New |
$49K - $49.1K
|
975
$49.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
15.8KNew |
$794K - $796K
|
15.8K
$797K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
428New |
$21.5K - $21.6K
|
428
$21.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 29.37% |
$134K - $134K
|
6.39K
$323K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-15.1KClosed |
$758K - $760K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$269K - $270K
|
5.36K
$270K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-20KClosed |
$1M - $1.01M
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.76K+ 1.89% |
$239K - $240K
|
257K
$13M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.2KNew |
$612K - $613K
|
12.2K
$614K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
130KNew |
$6.54M - $6.56M
|
130K
$6.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.97KNew |
$300K - $301K
|
5.97K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.38KNew |
$170K - $170K
|
3.38K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
104KNew |
$5.21M - $5.22M
|
104K
$5.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.4K+ 262.0% |
$1.58M - $1.58M
|
43.4K
$2.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
417New |
$21K - $21K
|
417
$21K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$668K - $670K
|
13.3K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 42.11% |
$402 - $403
|
11
$555
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.66KClosed |
$285K - $285K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
28New |
$1.41K - $1.41K
|
28
$1.41K
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-305- 2.48% |
$15.3K - $15.4K
|
12K
$606K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287New |
$14.4K - $14.5K
|
287
$14.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.33KNew |
$368K - $369K
|
7.33K
$370K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
202New |
$10.2K - $10.2K
|
202
$10.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-51- 4.42% |
$2.56K - $2.57K
|
1.1K
$55.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.08KNew |
$155K - $155K
|
3.08K
$156K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.37KNew |
$320K - $321K
|
6.37K
$321K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
849New |
$42.7K - $42.8K
|
849
$42.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
453New |
$22.8K - $22.8K
|
453
$22.9K
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
3.3K+ 2.91% |
$166K - $166K
|
117K
$5.9M
|
|