Latest Institutional Purchases of Wisdomtree Floating Rate Treas (USFR)
This list provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
377KNew |
$19M - $19M
|
377K
$19M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
169K+ 51.25% |
$8.51M - $8.55M
|
500K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
133K+ 25.29% |
$6.69M - $6.71M
|
659K
$33.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
51.4K+ 31.5% |
$2.58M - $2.59M
|
215K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
47.8K+ 1019.54% |
$2.4M - $2.41M
|
52.5K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.9K+ 15.99% |
$2.26M - $2.27M
|
326K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40.6K+ 22.99% |
$2.04M - $2.05M
|
217K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 151.81% |
$1.09M - $1.1M
|
36.1K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 2.44% |
$958K - $961K
|
800K
$40.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 41.53% |
$764K - $767K
|
51.8K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.3K+ 5.1% |
$569K - $571K
|
233K
$11.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.38K+ 59.49% |
$220K - $221K
|
11.7K
$590K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 58.1% |
$161K - $161K
|
8.7K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.83K+ 22.46% |
$142K - $143K
|
15.4K
$777K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.84KNew |
$92.6K - $93K
|
1.84K
$92.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 16.82% |
$62K - $62.2K
|
8.56K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.01K+ 2.65% |
$50.6K - $50.8K
|
39K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
308+ 3.63% |
$15.5K - $15.5K
|
8.79K
$442K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
259+ 4.81% |
$13K - $13.1K
|
5.65K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
202+ 0.16% |
$10.2K - $10.2K
|
130K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
142+ 2.94% |
$7.14K - $7.17K
|
4.98K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
129+ 1.09% |
$6.49K - $6.51K
|
12K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19+ 0.14% |
$955 - $959
|
13.4K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 1.15% |
$251 - $252
|
440
$22.1K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8M+ 108.29% |
$545M - $547M
|
20.8M
$1.05B
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5M+ 25.19% |
$277M - $278M
|
27.3M
$1.38B
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.18M+ 23.15% |
$59.3M - $59.6M
|
6.27M
$316M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
927KNew |
$46.6M - $46.8M
|
927K
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
825K+ 14.24% |
$41.5M - $41.7M
|
6.62M
$333M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
792K+ 79.69% |
$39.8M - $40M
|
1.79M
$89.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
751KNew |
$37.8M - $37.9M
|
751K
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
734K+ 15.08% |
$36.9M - $37.1M
|
5.6M
$282M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
731K+ 374.54% |
$36.8M - $36.9M
|
926K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
714K+ 4.78% |
$35.9M - $36M
|
15.6M
$787M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
657K+ 11.51% |
$33M - $33.2M
|
6.36M
$320M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
610K+ 16.19% |
$30.7M - $30.8M
|
4.38M
$220M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
574K+ 136.14% |
$28.8M - $29M
|
995K
$50.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.06% |
$22.2M - $22.3M
|
2.28M
$114M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
412KNew |
$20.7M - $20.8M
|
412K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
403K+ 601.05% |
$20.3M - $20.3M
|
470K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 45.24% |
$19.8M - $19.9M
|
1.26M
$63.6M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
330K+ 19.74% |
$16.6M - $16.7M
|
2M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
321K+ 7033.02% |
$16.1M - $16.2M
|
325K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
278K+ 28.63% |
$14M - $14M
|
1.25M
$62.8M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
268K+ 5273.45% |
$13.5M - $13.5M
|
273K
$13.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
268K+ 39109.94% |
$13.5M - $13.5M
|
268K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
259K+ 62.1% |
$13M - $13.1M
|
677K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
256K+ 728.15% |
$12.9M - $12.9M
|
291K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
214K+ 72.69% |
$10.8M - $10.8M
|
509K
$25.6M
|
|