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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-17.9K- 25.91% |
$898K - $902K
|
51.1K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.8K- 5.97% |
$595K - $598K
|
187K
$9.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.11K+ 1.68% |
$55.8K - $56.1K
|
67.3K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-10K- 52.51% |
$503K - $505K
|
9.05K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.23K+ 4.94% |
$414K - $416K
|
175K
$8.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.57K- 4.43% |
$179K - $180K
|
77K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.56KNew |
$330K - $331K
|
6.56K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-142- 12.42% |
$7.14K - $7.17K
|
1K
$50.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.99K+ 17.64% |
$201K - $201K
|
26.6K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
128K+ 53.46% |
$6.44M - $6.47M
|
368K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-800- 0.25% |
$40.2K - $40.4K
|
325K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.89K+ 2.66% |
$145K - $146K
|
112K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.56KNew |
$430K - $432K
|
8.56K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-294- 6.41% |
$14.8K - $14.8K
|
4.3K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
545New |
$27.4K - $27.5K
|
545
$27.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-507- 3.95% |
$25.5K - $25.6K
|
12.3K
$621K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
966+ 82.35% |
$48.6K - $48.8K
|
2.14K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
10KNew |
$503K - $505K
|
10K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.98KNew |
$250K - $251K
|
4.98K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.4K+ 6.24% |
$4.64M - $4.66M
|
1.57M
$79.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5M+ 25.19% |
$277M - $278M
|
27.3M
$1.38B
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.05K- 17.55% |
$52.9K - $53.1K
|
4.94K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
544+ 76.73% |
$27.4K - $27.5K
|
1.25K
$63.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-12.1K- 7.41% |
$609K - $612K
|
151K
$7.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.82K+ 15.16% |
$242K - $243K
|
36.6K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.59K- 14.15% |
$332K - $333K
|
40K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.15% |
$855 - $859
|
11.3K
$571K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.59K- 10.43% |
$79.9K - $80.2K
|
13.6K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-578- 5.73% |
$29.1K - $29.2K
|
9.51K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-616- 6.01% |
$31K - $31.1K
|
9.63K
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.57K- 2.98% |
$230K - $231K
|
148K
$7.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.5K+ 27.62% |
$1.68M - $1.69M
|
155K
$7.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
10.7K+ 12.76% |
$540K - $542K
|
94.8K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6K+ 34.56% |
$734K - $737K
|
56.8K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.57KNew |
$230K - $231K
|
4.57K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-160K- 18.64% |
$8.07M - $8.1M
|
700K
$35.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.71K- 11.58% |
$85.8K - $86.2K
|
13K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24K+ 40.22% |
$1.21M - $1.21M
|
83.8K
$4.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
645New |
$32.4K - $32.6K
|
645
$32.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-6.49K- 1.14% |
$326K - $328K
|
564K
$28.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1New |
$50.3 - $50.5
|
1
$50.5
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-183- 2.16% |
$9.2K - $9.24K
|
8.29K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.34M
|
26.5K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-107K- 47.36% |
$5.4M - $5.42M
|
119K
$6.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.62K+ 7.42% |
$383K - $385K
|
110K
$5.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.39K- 6.06% |
$221K - $222K
|
68K
$3.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-312- 1.73% |
$15.7K - $15.8K
|
17.8K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.78% |
$50.3 - $50.5
|
130
$6.56K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-400- 8.58% |
$20.1K - $20.2K
|
4.26K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.9K+ 9.61% |
$898K - $902K
|
204K
$10.3M
|