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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.4K+ 50.9% |
$575K - $577K
|
33.9K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.7KNew |
$787K - $790K
|
15.7K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
524+ 8.97% |
$26.3K - $26.4K
|
6.37K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
166K+ 85.38% |
$8.33M - $8.36M
|
360K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.98K- 14.8% |
$200K - $201K
|
22.9K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
59New |
$2.97K - $2.98K
|
59
$2.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.25K+ 10.96% |
$113K - $113K
|
22.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.53K+ 53.04% |
$328K - $330K
|
18.8K
$951K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80.1K+ 443.66% |
$4.03M - $4.04M
|
98.2K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
521+ 11.47% |
$26.2K - $26.3K
|
5.06K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.5KNew |
$377K - $379K
|
7.5K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
55.4K+ 28.65% |
$2.78M - $2.8M
|
249K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.29K+ 10.12% |
$115K - $116K
|
24.9K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
655+ 1.34% |
$32.9K - $33.1K
|
49.7K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.2% |
$1.46K - $1.46K
|
14.6K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27- 0.27% |
$1.36K - $1.36K
|
10.1K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
81K+ 27.8% |
$4.07M - $4.09M
|
372K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-795- 9.63% |
$40K - $40.1K
|
7.46K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.44K+ 50.86% |
$274K - $275K
|
16.1K
$814K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.6K+ 135.36% |
$131K - $131K
|
4.53K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
18.4K+ 67.63% |
$924K - $927K
|
45.5K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 22.11% |
$145K - $146K
|
10.2K
$514K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.87K- 3.17% |
$94K - $94.4K
|
57K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
6.02KNew |
$303K - $304K
|
6.02K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 34.67% |
$83.6K - $83.9K
|
6.46K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.08K+ 6.0% |
$255K - $256K
|
89.6K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
165+ 257.81% |
$8.3K - $8.33K
|
229
$11.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-130K- 80.46% |
$6.53M - $6.55M
|
31.5K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.3K- 2.76% |
$570K - $573K
|
400K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.32K+ 0.94% |
$117K - $117K
|
249K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1K+ 13.86% |
$557K - $559K
|
91K
$4.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
678+ 4.13% |
$34.1K - $34.2K
|
17.1K
$863K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-27.1K- 42.86% |
$1.36M - $1.37M
|
36.2K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 85.59% |
$734K - $737K
|
31.7K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-55- 1.17% |
$2.77K - $2.78K
|
4.65K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270K- 57.49% |
$13.6M - $13.6M
|
200K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19K- 18.08% |
$954K - $957K
|
86K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.83K+ 22.46% |
$142K - $143K
|
15.4K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-648- 2.3% |
$32.6K - $32.7K
|
27.6K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.9K+ 15.99% |
$2.26M - $2.27M
|
326K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 151.81% |
$1.09M - $1.1M
|
36.1K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-335- 1.24% |
$16.8K - $16.9K
|
26.6K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-652- 3.23% |
$32.8K - $32.9K
|
19.5K
$986K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-286K- 46.73% |
$14.4M - $14.4M
|
326K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.04K- 15.42% |
$404K - $406K
|
44.1K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-14.4K- 3.33% |
$725K - $727K
|
418K
$21.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 2.44% |
$958K - $961K
|
800K
$40.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
377KNew |
$19M - $19M
|
377K
$19M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
51.4K+ 31.5% |
$2.58M - $2.59M
|
215K
$10.8M
|