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 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.8K+ 136.36% |
$945K - $949K
|
32.6K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315K- 87.87% |
$15.8M - $15.9M
|
43.4K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 7.63% |
$93.8K - $94.2K
|
22.6K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.3K+ 143.75% |
$719K - $723K
|
24.3K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-844- 3.0% |
$42.4K - $42.6K
|
27.3K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-16.6K- 78.98% |
$834K - $838K
|
4.42K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
43.6K+ 11.68% |
$2.19M - $2.2M
|
417K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43K- 76.45% |
$2.16M - $2.17M
|
13.2K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
487K+ 1269.36% |
$24.5M - $24.6M
|
526K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
78.9KNew |
$3.96M - $3.98M
|
78.9K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
778New |
$39.1K - $39.3K
|
778
$39.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-295K- 2.29% |
$14.8M - $14.9M
|
12.6M
$636M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-70.1K- 39.19% |
$3.52M - $3.54M
|
109K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.96K- 52.0% |
$98.6K - $99.1K
|
1.81K
$91.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
367K+ 39.42% |
$18.4M - $18.5M
|
1.3M
$65.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-16.7K- 62.28% |
$838K - $842K
|
10.1K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
33.5KNew |
$1.68M - $1.69M
|
33.5K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
211K+ 31.99% |
$10.6M - $10.6M
|
870K
$43.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20.4K+ 153.52% |
$1.03M - $1.03M
|
33.8K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.91K- 21.13% |
$297K - $298K
|
22.1K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
49.8KNew |
$2.5M - $2.51M
|
49.8K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-584- 6.45% |
$29.3K - $29.5K
|
8.48K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.2K+ 6.43% |
$412K - $414K
|
136K
$6.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.12K- 8.12% |
$56.4K - $56.6K
|
12.7K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 20.76% |
$62.5K - $62.8K
|
4.75K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.8K- 10.32% |
$1.15M - $1.15M
|
198K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
203K+ 128.17% |
$10.2M - $10.3M
|
362K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-160K- 81.93% |
$8.02M - $8.05M
|
35.2K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.17K+ 32.76% |
$360K - $362K
|
29K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$151 - $151
|
19.3K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
23.5KNew |
$1.18M - $1.19M
|
23.5K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.85K- 15.81% |
$244K - $245K
|
25.8K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
608+ 10.12% |
$30.5K - $30.7K
|
6.62K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.06K+ 6.36% |
$154K - $154K
|
51.2K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-4.45K- 16.01% |
$224K - $225K
|
23.4K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
902+ 0.48% |
$45.3K - $45.5K
|
191K
$9.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
475KNew |
$23.8M - $24M
|
475K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-56.5K- 29.83% |
$2.84M - $2.85M
|
133K
$6.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 15.49% |
$10.8M - $10.9M
|
1.18M
$59.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-3.2K- 37.79% |
$161K - $161K
|
5.27K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.4KNew |
$521K - $524K
|
10.4K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.1K- 31.74% |
$2.62M - $2.63M
|
112K
$5.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.8KNew |
$741K - $745K
|
14.8K
$744K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 5.65% |
$68.9K - $69.2K
|
22.9K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 6.63% |
$60.1K - $60.4K
|
19.2K
$970K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
253K+ 10.93% |
$12.7M - $12.8M
|
2.57M
$130M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-307- 50.58% |
$15.4K - $15.5K
|
300
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
21.1K+ 104.61% |
$1.06M - $1.06M
|
41.2K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-110K- 13.9% |
$5.53M - $5.56M
|
682K
$34.4M
|