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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
610K+ 16.19% |
$30.7M - $30.8M
|
4.38M
$221M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.7KNew |
$1.55M - $1.55M
|
30.7K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26K+ 15.74% |
$63.6K - $63.8K
|
9.29K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
581+ 7.34% |
$29.2K - $29.3K
|
8.5K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-26.2K- 9.63% |
$1.32M - $1.32M
|
246K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
731K+ 374.54% |
$36.8M - $36.9M
|
926K
$46.7M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-260- 3.82% |
$13.1K - $13.1K
|
6.54K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
223+ 0.08% |
$11.2K - $11.3K
|
278K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-458K- 35.29% |
$23M - $23.1M
|
839K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.13K- 73.23% |
$107K - $107K
|
777
$39.2K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
18.9K+ 43.77% |
$952K - $956K
|
62.2K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 0.48% |
$152K - $153K
|
634K
$32M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
41.7K+ 7.06% |
$2.1M - $2.11M
|
632K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.09K+ 21.47% |
$54.8K - $55K
|
6.17K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-108K- 14.02% |
$5.42M - $5.44M
|
661K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.07K- 48.73% |
$356K - $357K
|
7.44K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
253+ 2.7% |
$12.7K - $12.8K
|
9.62K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 162.8% |
$3.56M - $3.57M
|
114K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.27K+ 239.06% |
$63.7K - $64K
|
1.8K
$90.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.96K+ 10.37% |
$501K - $503K
|
106K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22K+ 17.34% |
$1.11M - $1.11M
|
149K
$7.51M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
690+ 2.87% |
$34.7K - $34.8K
|
24.7K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
31K+ 152.85% |
$1.56M - $1.57M
|
51.3K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.02K+ 2.56% |
$51K - $51.3K
|
40.6K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.18M+ 23.15% |
$59.3M - $59.6M
|
6.27M
$317M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-25.6K- 16.27% |
$1.29M - $1.29M
|
132K
$6.64M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.13K- 9.28% |
$157K - $158K
|
30.6K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-178K- 97.32% |
$8.94M - $8.98M
|
4.9K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.54K+ 12.27% |
$279K - $280K
|
50.7K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.22K+ 1.75% |
$363K - $364K
|
420K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11.5K- 24.88% |
$579K - $582K
|
34.8K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.64K- 13.09% |
$183K - $184K
|
24.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15.5K- 22.07% |
$779K - $783K
|
54.7K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-272- 42.43% |
$13.7K - $13.7K
|
369
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.06% |
$22.2M - $22.3M
|
2.28M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.8K+ 10.97% |
$2.2M - $2.21M
|
443K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.07K- 34.52% |
$205K - $205K
|
7.72K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.6K+ 18.29% |
$1.54M - $1.55M
|
198K
$9.99M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
630New |
$31.7K - $31.8K
|
630
$31.8K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
49+ 1.05% |
$2.46K - $2.47K
|
4.71K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-353K- 10.22% |
$17.8M - $17.8M
|
3.11M
$157M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 1.06% |
$855 - $859
|
1.62K
$81.9K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
14.4K+ 357.87% |
$722K - $725K
|
18.4K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.01KNew |
$302K - $304K
|
6.01K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-207K- 57.04% |
$10.4M - $10.4M
|
156K
$7.85M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.62K+ 6.52% |
$182K - $183K
|
59.2K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 1.95% |
$5.03K - $5.05K
|
5.04K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.52K- 5.32% |
$228K - $228K
|
80.5K
$4.06M
|