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 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.7K- 12.99% |
$1.49M - $1.5M
|
199K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
50.4K+ 158.11% |
$2.54M - $2.55M
|
82.3K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
26K+ 10.46% |
$1.31M - $1.31M
|
275K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
194K+ 36.6% |
$9.76M - $9.8M
|
724K
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
196K+ 29.76% |
$9.86M - $9.9M
|
855K
$43.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
26.3KNew |
$1.32M - $1.33M
|
26.3K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
574K+ 136.14% |
$28.8M - $29M
|
995K
$50.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.35K+ 6.57% |
$67.7K - $68K
|
21.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
825K+ 14.24% |
$41.5M - $41.7M
|
6.62M
$334M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
5.25K+ 3.09% |
$264K - $265K
|
175K
$8.84M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46K+ 7.57% |
$2.31M - $2.32M
|
654K
$33M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.45K- 10.09% |
$274K - $275K
|
48.6K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
67K+ 120.18% |
$3.37M - $3.38M
|
123K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
657K+ 11.51% |
$33M - $33.2M
|
6.36M
$321M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.53K+ 20.73% |
$127K - $128K
|
14.7K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 0.83% |
$127K - $127K
|
307K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
36.9K+ 100.91% |
$1.86M - $1.86M
|
73.5K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.33K+ 9.86% |
$218K - $219K
|
48.3K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
132K+ 1302.81% |
$6.62M - $6.65M
|
142K
$7.15M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8M+ 108.29% |
$545M - $547M
|
20.8M
$1.05B
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-4.1K- 17.83% |
$206K - $207K
|
18.9K
$954K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
24.7K+ 88.2% |
$1.24M - $1.25M
|
52.7K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
16.9K+ 3.43% |
$849K - $853K
|
509K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.43K+ 20.99% |
$273K - $274K
|
31.3K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
18.4K+ 19.13% |
$924K - $928K
|
114K
$5.78M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.05K+ 56.34% |
$304K - $305K
|
16.8K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-58- 1.83% |
$2.92K - $2.93K
|
3.12K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.77KNew |
$491K - $493K
|
9.77K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-416- 68.53% |
$20.9K - $21K
|
191
$9.64K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.04KNew |
$203K - $204K
|
4.04K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.42K- 12.53% |
$172K - $173K
|
23.9K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.06K+ 11.74% |
$204K - $205K
|
38.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214K- 8.33% |
$10.8M - $10.8M
|
2.36M
$119M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.86K+ 22.43% |
$445K - $447K
|
48.4K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.74K- 7.15% |
$87.3K - $87.7K
|
22.6K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.51K+ 69.46% |
$478K - $480K
|
23.2K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
88.8K+ 9.5% |
$4.46M - $4.48M
|
1.02M
$51.7M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 0.76% |
$5.03K - $5.05K
|
13.1K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 7.99% |
$234K - $235K
|
62.8K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 76.29% |
$92.9K - $93.3K
|
4.27K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
11New |
$553 - $556
|
11
$555
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.1K+ 344.63% |
$859K - $863K
|
22K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.39K- 8.81% |
$70K - $70.3K
|
14.4K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.8KNew |
$2.8M - $2.82M
|
55.8K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 0.68% |
$453 - $455
|
1.32K
$66.8K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.9KNew |
$196K - $197K
|
3.9K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
79.7KNew |
$4.01M - $4.03M
|
79.7K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.5K+ 3.62% |
$1.79M - $1.79M
|
1.02M
$51.3M
|