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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
708K+ 174.91% |
$35.6M - $35.7M
|
1.11M
$56M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
96.2K+ 28.9% |
$4.83M - $4.85M
|
429K
$21.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
74.7K+ 30.77% |
$3.75M - $3.76M
|
317K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
70.4K+ 10.74% |
$3.54M - $3.55M
|
726K
$36.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
60.9K+ 19.44% |
$3.06M - $3.07M
|
374K
$18.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
56.5K+ 28.23% |
$2.84M - $2.85M
|
257K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
50.1K+ 12.57% |
$2.52M - $2.53M
|
449K
$22.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37.2K+ 31.82% |
$1.87M - $1.87M
|
154K
$7.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.3K+ 10.81% |
$1.62M - $1.63M
|
331K
$16.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
24.8KNew |
$1.24M - $1.25M
|
24.8K
$1.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.3K+ 10.81% |
$1.02M - $1.02M
|
208K
$10.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.4K+ 56.42% |
$822K - $824K
|
45.3K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.32K+ 58.29% |
$468K - $470K
|
25.3K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
8.16K+ 10.5% |
$410K - $411K
|
85.9K
$4.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.72K+ 2.34% |
$388K - $389K
|
337K
$17M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 16.66% |
$270K - $271K
|
37.6K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.32K+ 13.0% |
$217K - $218K
|
37.6K
$1.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 7.07% |
$164K - $165K
|
49.6K
$2.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3K+ 9.85% |
$151K - $151K
|
33.5K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.63K+ 9.31% |
$132K - $133K
|
30.9K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.44K+ 27.68% |
$123K - $123K
|
11.3K
$567K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.07K+ 0.78% |
$104K - $104K
|
268K
$13.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98K+ 26.88% |
$99.7K - $100K
|
9.37K
$472K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.87K+ 0.15% |
$93.9K - $94.2K
|
1.26M
$63.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73K+ 1.65% |
$86.9K - $87.1K
|
107K
$5.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.63K+ 31.17% |
$81.9K - $82.2K
|
6.86K
$345K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 26.78% |
$79.9K - $80.1K
|
7.53K
$379K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
329+ 1.23% |
$16.5K - $16.6K
|
27K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
306New |
$15.4K - $15.4K
|
306
$15.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
157+ 0.87% |
$7.89K - $7.91K
|
18.2K
$915K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
136+ 0.77% |
$6.83K - $6.85K
|
17.9K
$900K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
83+ 1.38% |
$4.17K - $4.18K
|
6.12K
$308K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.19% |
$1K - $1.01K
|
10.5K
$530K
|
|
| Q3 2025 | |||||||
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1M+ 257.0% |
$707M - $710M
|
19.5M
$984M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.24M+ 821.21% |
$62.2M - $62.5M
|
1.39M
$69.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
418K+ 90.28% |
$21M - $21.1M
|
881K
$44.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
358K+ 5.61% |
$18M - $18.1M
|
6.74M
$339M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
357K+ 468.15% |
$17.9M - $18M
|
433K
$21.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
291K+ 31.37% |
$14.6M - $14.7M
|
1.22M
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 15.1% |
$11.9M - $11.9M
|
1.8M
$90.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
229K+ 12.33% |
$11.5M - $11.6M
|
2.09M
$105M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
226K+ 371.35% |
$11.3M - $11.4M
|
286K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
200KNew |
$10M - $10.1M
|
200K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
189K+ 1004.05% |
$9.5M - $9.54M
|
208K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
174KNew |
$8.73M - $8.77M
|
174K
$8.75M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
171K+ 85.74% |
$8.61M - $8.65M
|
371K
$18.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
161K+ 63.42% |
$8.09M - $8.13M
|
415K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
135K+ 69.02% |
$6.79M - $6.83M
|
331K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131KNew |
$6.56M - $6.6M
|
131K
$6.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130K+ 12.08% |
$6.52M - $6.55M
|
1.2M
$60.6M
|
|