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 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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 2.44% |
$958K - $961K
|
800K
$40.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.49K- 6.55% |
$376K - $378K
|
107K
$5.39M
|
|
|
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
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
51.4K+ 31.5% |
$2.58M - $2.59M
|
215K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
202+ 0.16% |
$10.2K - $10.2K
|
130K
$6.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.19K- 4.23% |
$59.7K - $60K
|
26.9K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-35K- 12.78% |
$1.76M - $1.77M
|
239K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.1K- 4.83% |
$658K - $660K
|
258K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
377KNew |
$19M - $19M
|
377K
$19M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.01K+ 2.65% |
$50.6K - $50.8K
|
39K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 58.1% |
$161K - $161K
|
8.7K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-95.2K- 32.7% |
$4.79M - $4.81M
|
196K
$9.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
133K+ 25.29% |
$6.69M - $6.71M
|
659K
$33.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-273- 0.64% |
$13.7K - $13.8K
|
42.6K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-215- 0.19% |
$10.8K - $10.9K
|
115K
$5.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
142+ 2.94% |
$7.14K - $7.17K
|
4.98K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19+ 0.14% |
$955 - $959
|
13.4K
$674K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.35K- 2.48% |
$118K - $119K
|
92.4K
$4.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 41.53% |
$764K - $767K
|
51.8K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.3K+ 5.1% |
$569K - $571K
|
233K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40.6K+ 22.99% |
$2.04M - $2.05M
|
217K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 1.15% |
$251 - $252
|
440
$22.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
308+ 3.63% |
$15.5K - $15.5K
|
8.79K
$444K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
259+ 4.81% |
$13K - $13.1K
|
5.65K
$285K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.5K- 43.98% |
$1.64M - $1.64M
|
41.4K
$2.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-88.9K- 17.23% |
$4.47M - $4.49M
|
427K
$21.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 16.82% |
$62K - $62.2K
|
8.56K
$432K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
169K+ 51.25% |
$8.51M - $8.55M
|
500K
$25.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-81.6K- 21.5% |
$4.1M - $4.12M
|
298K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17K- 7.83% |
$857K - $860K
|
200K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.84KNew |
$92.6K - $93K
|
1.84K
$92.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
47.8K+ 1019.54% |
$2.4M - $2.41M
|
52.5K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-123K- 35.77% |
$6.21M - $6.23M
|
222K
$11.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-629- 1.43% |
$31.6K - $31.7K
|
43.2K
$2.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 0.74% |
$251 - $252
|
672
$33.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
129+ 1.09% |
$6.49K - $6.51K
|
12K
$606K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.38K+ 59.49% |
$220K - $221K
|
11.7K
$592K
|