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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.62K- 5.87% |
$132K - $132K
|
42K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.4K+ 0.99% |
$524K - $526K
|
1.06M
$53.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.05K+ 4.17% |
$103K - $103K
|
51.1K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182K- 9.66% |
$9.16M - $9.2M
|
1.7M
$86M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.5K+ 36.21% |
$2.04M - $2.05M
|
153K
$7.7M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
575+ 13.01% |
$28.9K - $29K
|
5K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.77KNew |
$240K - $241K
|
4.77K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 38.07% |
$252K - $253K
|
18.2K
$917K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-213K- 8.37% |
$10.7M - $10.7M
|
2.33M
$118M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.3K+ 17.69% |
$769K - $772K
|
102K
$5.13M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
12.3K+ 6.46% |
$619K - $621K
|
203K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.99K+ 69.82% |
$150K - $151K
|
7.26K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
293+ 0.58% |
$14.7K - $14.8K
|
51.2K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95K+ 10.48% |
$4.78M - $4.8M
|
1M
$50.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
85.1K+ 218.32% |
$4.28M - $4.3M
|
124K
$6.26M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.4K- 64.66% |
$2.44M - $2.45M
|
26.5K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
73.5KNew |
$3.69M - $3.71M
|
73.5K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-211- 0.78% |
$10.6K - $10.7K
|
26.8K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
106K+ 257.02% |
$5.32M - $5.35M
|
147K
$7.42M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
77.3K+ 12.52% |
$3.89M - $3.9M
|
695K
$35M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$517K - $519K
|
10.3K
$518K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
278K+ 28.63% |
$14M - $14M
|
1.25M
$62.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47.2K+ 157.47% |
$2.37M - $2.38M
|
77.1K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.05K- 6.4% |
$103K - $103K
|
29.9K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.26K- 0.74% |
$63.2K - $63.5K
|
169K
$8.54M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.94K- 16.81% |
$148K - $149K
|
14.6K
$735K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9- 0.15% |
$453 - $455
|
5.88K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.27K- 19.96% |
$365K - $367K
|
29.1K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-103K- 31.28% |
$5.17M - $5.19M
|
226K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.44K- 12.59% |
$475K - $477K
|
65.5K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
590+ 2.58% |
$29.7K - $29.8K
|
23.5K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70.1K+ 1.23% |
$3.53M - $3.54M
|
5.77M
$291M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
64.3K+ 51.01% |
$3.23M - $3.25M
|
190K
$9.6M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-40.8K- 31.27% |
$2.05M - $2.06M
|
89.6K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
927KNew |
$46.6M - $46.8M
|
927K
$46.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 37.79% |
$1.6M - $1.61M
|
52.3K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
898+ 1.94% |
$45.2K - $45.3K
|
47.1K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
22.7K+ 7.76% |
$1.14M - $1.15M
|
316K
$15.9M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-26.4K- 3.02% |
$1.33M - $1.33M
|
846K
$42.7M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
133New |
$6.69K - $6.72K
|
133
$6.71K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
143K+ 27.13% |
$7.18M - $7.21M
|
669K
$33.7M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.69KNew |
$387K - $388K
|
7.69K
$388K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 0.93% |
$5.03K - $5.05K
|
10.6K
$537K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-47.6K- 12.73% |
$2.4M - $2.41M
|
326K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-103- 1.36% |
$5.18K - $5.2K
|
7.49K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$515K - $517K
|
10.2K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.96K- 23.23% |
$199K - $200K
|
13.1K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-75.7K- 25.88% |
$3.81M - $3.83M
|
217K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 59.46% |
$1.28M - $1.28M
|
17.3K
$873K
|