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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5M+ 25.19% |
$277M - $278M
|
27.3M
$1.38B
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
281KNew |
$14.1M - $14.2M
|
281K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
211K+ 80.14% |
$10.6M - $10.6M
|
474K
$23.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
151K+ 595.15% |
$7.6M - $7.63M
|
176K
$8.88M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
143K+ 27.13% |
$7.18M - $7.21M
|
669K
$33.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
128K+ 53.46% |
$6.44M - $6.47M
|
368K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
121KNew |
$6.06M - $6.09M
|
121K
$6.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
109K+ 126.55% |
$5.5M - $5.52M
|
196K
$9.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
108K+ 20.54% |
$5.44M - $5.46M
|
635K
$31.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
97.7K+ 209.91% |
$4.91M - $4.93M
|
144K
$7.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.4K+ 6.24% |
$4.64M - $4.66M
|
1.57M
$79.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
91.2K+ 72.34% |
$4.59M - $4.61M
|
217K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
90.9K+ 52.9% |
$4.57M - $4.59M
|
263K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.7K+ 51.49% |
$3.3M - $3.32M
|
193K
$9.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
56.1K+ 19.43% |
$2.82M - $2.84M
|
345K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
53.4K+ 201.8% |
$2.69M - $2.7M
|
79.9K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
40K+ 15.95% |
$2.01M - $2.02M
|
291K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
38K+ 21.18% |
$1.91M - $1.92M
|
217K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.4K+ 18.98% |
$1.78M - $1.79M
|
222K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
34.5K+ 3.15% |
$1.74M - $1.74M
|
1.13M
$56.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.5K+ 27.62% |
$1.68M - $1.69M
|
155K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.9K+ 7.05% |
$1.65M - $1.66M
|
499K
$25.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
29.6KNew |
$1.49M - $1.5M
|
29.6K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
27.8K+ 20.54% |
$1.4M - $1.4M
|
163K
$8.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.34M
|
26.5K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24K+ 40.22% |
$1.21M - $1.21M
|
83.8K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
22.7K+ 7.76% |
$1.14M - $1.15M
|
316K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
22.3K+ 28.73% |
$1.12M - $1.13M
|
100K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
22.2K+ 7.22% |
$1.12M - $1.12M
|
330K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19.8KNew |
$997K - $1M
|
19.8K
$997K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
19.7K+ 4.14% |
$989K - $993K
|
494K
$24.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19KNew |
$955K - $959K
|
19K
$955K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
18K+ 10.21% |
$904K - $908K
|
194K
$9.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.9K+ 9.61% |
$898K - $902K
|
204K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
17.6KNew |
$884K - $888K
|
17.6K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6K+ 34.56% |
$734K - $737K
|
56.8K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8K+ 90.1% |
$692K - $695K
|
29K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.7K+ 83.38% |
$637K - $639K
|
27.8K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
11.1K+ 5.32% |
$558K - $560K
|
220K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
10.7K+ 12.76% |
$540K - $542K
|
94.8K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.6K+ 2.94% |
$535K - $538K
|
373K
$18.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$528K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.2KNew |
$515K - $517K
|
10.2K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
10KNew |
$503K - $505K
|
10K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.98K+ 12.68% |
$452K - $454K
|
79.8K
$4.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.56KNew |
$430K - $432K
|
8.56K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.23K+ 4.94% |
$414K - $416K
|
175K
$8.8M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.69KNew |
$387K - $388K
|
7.69K
$387K
|