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 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26.5K+ 138.78% |
$1.33M - $1.34M
|
45.6K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.55M - $1.56M
|
30.9K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$2.46K - $2.47K
|
49
$2.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.2K- 31.22% |
$2.02M - $2.03M
|
88.5K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.97K+ 2.13% |
$400K - $403K
|
382K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-528- 3.83% |
$26.5K - $26.7K
|
13.3K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
357K+ 88.33% |
$17.9M - $18M
|
761K
$38.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133K- 6.83% |
$6.66M - $6.7M
|
1.81M
$91.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
175K+ 63.31% |
$8.78M - $8.83M
|
451K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.94K+ 29.45% |
$248K - $249K
|
21.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.4K+ 3.09% |
$70.2K - $70.6K
|
46.7K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55K- 25.09% |
$2.76M - $2.77M
|
164K
$8.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.17K+ 7.02% |
$259K - $261K
|
78.7K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
53.3K+ 79.66% |
$2.68M - $2.69M
|
120K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.03K- 1.55% |
$152K - $153K
|
193K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.15K+ 7.72% |
$459K - $462K
|
128K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-949- 11.04% |
$47.6K - $47.9K
|
7.65K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08M- 75.03% |
$54M - $54.3M
|
358K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 15.76% |
$54.4K - $54.7K
|
5.79K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
68.7KNew |
$3.45M - $3.47M
|
68.7K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.47KNew |
$224K - $226K
|
4.47K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.41K+ 5.59% |
$121K - $122K
|
45.6K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
472KNew |
$23.7M - $23.8M
|
472K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-493K- 99.11% |
$24.7M - $24.9M
|
4.42K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-962- 7.24% |
$48.3K - $48.6K
|
12.3K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.76M+ 1063.15% |
$88.2M - $88.7M
|
1.92M
$97M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-138- 0.51% |
$6.93K - $6.97K
|
26.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
696+ 0.45% |
$34.9K - $35.1K
|
154K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.76K- 10.05% |
$289K - $291K
|
51.5K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.53K+ 34.47% |
$478K - $481K
|
37.2K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
186+ 1.32% |
$9.34K - $9.39K
|
14.3K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
15.1K+ 16.25% |
$760K - $764K
|
108K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
55.7K+ 41.65% |
$2.8M - $2.81M
|
189K
$9.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-196- 80.33% |
$9.84K - $9.89K
|
48
$2.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-644- 13.54% |
$32.3K - $32.5K
|
4.11K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200K- 16.8% |
$10M - $10.1M
|
991K
$50M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
68.7KNew |
$3.45M - $3.47M
|
68.7K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.36K+ 136.64% |
$420K - $422K
|
14.5K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22K+ 17.11% |
$1.11M - $1.11M
|
151K
$7.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
345New |
$17.3K - $17.4K
|
345
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 9.19% |
$54.2K - $54.5K
|
12.8K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-433- 23.88% |
$21.7K - $21.9K
|
1.38K
$69.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 72.11% |
$587K - $590K
|
4.52K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-210K- 93.35% |
$10.5M - $10.6M
|
15K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.6M- 12.8% |
$130M - $131M
|
17.7M
$893M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.69K+ 7.1% |
$135K - $136K
|
40.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
107K+ 470.13% |
$5.37M - $5.4M
|
130K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.6KNew |
$734K - $738K
|
14.6K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.01K+ 26.68% |
$201K - $202K
|
19K
$959K
|