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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 45.24% |
$19.8M - $19.9M
|
1.26M
$63.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.5KNew |
$1.44M - $1.44M
|
28.5K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-62.7K- 47.21% |
$3.15M - $3.17M
|
70.2K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.98K- 28.57% |
$200K - $201K
|
9.95K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.59K+ 6.98% |
$130K - $131K
|
39.7K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.37K- 75.39% |
$68.7K - $69K
|
446
$22.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-855- 1.91% |
$43K - $43.2K
|
43.9K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.06K+ 2.13% |
$104K - $104K
|
98.8K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
113K+ 8.01% |
$5.66M - $5.68M
|
1.52M
$76.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27.6K+ 8.73% |
$1.39M - $1.39M
|
343K
$17.3M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.39K- 8.89% |
$171K - $171K
|
34.7K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-315K- 52.58% |
$15.8M - $15.9M
|
284K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
188K+ 97.97% |
$9.46M - $9.5M
|
380K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
7.3K+ 14.17% |
$367K - $369K
|
58.8K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116K- 99.97% |
$5.85M - $5.87M
|
40
$2.02K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-9.7K- 0.5% |
$488K - $490K
|
1.94M
$97.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.25K+ 12.53% |
$214K - $215K
|
38.2K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.53K+ 186.45% |
$379K - $380K
|
11.6K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
105K+ 176.1% |
$5.27M - $5.29M
|
164K
$8.29M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.2K+ 280.99% |
$1.17M - $1.17M
|
31.5K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.19K+ 7.72% |
$161K - $161K
|
44.6K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
18.4K+ 7.75% |
$925K - $929K
|
256K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.1K+ 0.22% |
$156K - $157K
|
1.41M
$71.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.05K- 73.21% |
$103K - $104K
|
750
$37.8K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.07KNew |
$205K - $205K
|
4.07K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-166K- 18.01% |
$8.37M - $8.41M
|
758K
$38.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 77.07% |
$157K - $157K
|
7.15K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
46.9K+ 38.94% |
$2.36M - $2.37M
|
167K
$8.45M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-667- 3.47% |
$33.5K - $33.7K
|
18.6K
$937K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.91K+ 5.37% |
$398K - $399K
|
155K
$7.83M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.2K- 64.19% |
$713K - $715K
|
7.9K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12.9K- 22.7% |
$650K - $653K
|
44K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.74K+ 2.01% |
$138K - $138K
|
139K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
407+ 7.12% |
$20.5K - $20.6K
|
6.12K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.79K- 3.48% |
$190K - $191K
|
105K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.96K+ 54.09% |
$350K - $352K
|
19.8K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-23.9K- 18.53% |
$1.2M - $1.21M
|
105K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
734K+ 15.08% |
$36.9M - $37.1M
|
5.6M
$282M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
707+ 17.78% |
$35.6K - $35.7K
|
4.68K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 38.74% |
$159K - $160K
|
5.01K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.98K- 89.94% |
$99.4K - $99.8K
|
221
$11.2K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.2K- 9.8% |
$161K - $162K
|
29.5K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.93K- 23.16% |
$97K - $97.4K
|
6.4K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 1.48% |
$9.38M - $9.42M
|
12.8M
$646M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.81K- 3.33% |
$141K - $142K
|
81.5K
$4.11M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69.7K+ 10.23% |
$3.51M - $3.52M
|
752K
$37.9M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.25K+ 78.03% |
$214K - $215K
|
9.69K
$489K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.6K+ 232.14% |
$786K - $789K
|
22.4K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-185K- 56.56% |
$9.29M - $9.33M
|
142K
$7.16M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
3.5K+ 14.99% |
$176K - $177K
|
26.9K
$1.35M
|