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 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4.86MNew |
$244M - $245M
|
4.86M
$245M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.15M+ 23.46% |
$209M - $209M
|
21.8M
$1.1B
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
861KNew |
$43.2M - $43.4M
|
861K
$43.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
774KNew |
$38.9M - $39.1M
|
774K
$39M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
706KNew |
$35.5M - $35.6M
|
706K
$35.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
496KNew |
$24.9M - $25M
|
496K
$25M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
318K+ 48.69% |
$15.9M - $16M
|
970K
$48.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
303K+ 25.31% |
$15.2M - $15.3M
|
1.5M
$75.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
255KNew |
$12.8M - $12.9M
|
255K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
216K+ 56.39% |
$10.9M - $10.9M
|
599K
$30.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
168K+ 62.31% |
$8.45M - $8.49M
|
438K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
157KNew |
$7.89M - $7.93M
|
157K
$7.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141KNew |
$7.07M - $7.1M
|
141K
$7.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
135KNew |
$6.8M - $6.83M
|
135K
$6.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
131KNew |
$6.57M - $6.6M
|
131K
$6.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117K+ 13.52% |
$5.9M - $5.93M
|
986K
$49.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
115KNew |
$5.78M - $5.81M
|
115K
$5.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
114K+ 7.58% |
$5.71M - $5.73M
|
1.61M
$81.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
106K+ 55.56% |
$5.32M - $5.35M
|
297K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
92.9K+ 131.8% |
$4.67M - $4.69M
|
163K
$8.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
84K+ 426.25% |
$4.22M - $4.24M
|
104K
$5.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
78.2K+ 20.14% |
$3.93M - $3.95M
|
466K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
75.7KNew |
$3.8M - $3.82M
|
75.7K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
67.2K+ 56.27% |
$3.37M - $3.39M
|
187K
$9.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
60KNew |
$3.02M - $3.03M
|
60K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
58.2K+ 30.14% |
$2.92M - $2.93M
|
251K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
51.6KNew |
$2.59M - $2.6M
|
51.6K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
48.5K+ 3.56% |
$2.44M - $2.45M
|
1.41M
$71.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
38.2K+ 16.36% |
$1.92M - $1.93M
|
272K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
38.1KNew |
$1.92M - $1.92M
|
38.1K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
36.4K+ 147.2% |
$1.83M - $1.84M
|
61.2K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 4.15% |
$1.81M - $1.82M
|
906K
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
34.8K+ 16.24% |
$1.75M - $1.75M
|
249K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.7K+ 22.06% |
$1.64M - $1.65M
|
181K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
31.6K+ 6.86% |
$1.59M - $1.59M
|
492K
$24.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.8K+ 2.89% |
$1.55M - $1.55M
|
1.09M
$55.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
29.4K+ 12.44% |
$1.48M - $1.48M
|
266K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
27.1K+ 17.81% |
$1.36M - $1.37M
|
179K
$9.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
25K+ 50.22% |
$1.26M - $1.26M
|
74.8K
$3.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.2K+ 68.31% |
$1.22M - $1.22M
|
59.7K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23.2K+ 40.36% |
$1.16M - $1.17M
|
80.6K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
23KNew |
$1.16M - $1.16M
|
23K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
22.3K+ 6.57% |
$1.12M - $1.13M
|
362K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.3K+ 84.3% |
$1.07M - $1.08M
|
46.6K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
20.9K+ 25.52% |
$1.05M - $1.05M
|
103K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.1K+ 8.44% |
$1.01M - $1.01M
|
258K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
17.8K+ 16.4% |
$892K - $896K
|
126K
$6.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.7K+ 118.85% |
$891K - $895K
|
32.7K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 54.06% |
$873K - $877K
|
49.5K
$2.49M
|