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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.33M+ 5028.76% |
$369M - $370M
|
7.48M
$376M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.79M+ 21.83% |
$140M - $141M
|
15.6M
$785M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.63M+ 24.63% |
$82M - $82.3M
|
8.25M
$415M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
691K+ 11.01% |
$34.7M - $34.9M
|
6.96M
$351M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
529K+ 260.98% |
$26.6M - $26.7M
|
731K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
517K+ 61.63% |
$26M - $26.1M
|
1.36M
$68.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
449K+ 27.84% |
$22.6M - $22.7M
|
2.06M
$104M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
415KNew |
$20.9M - $20.9M
|
415K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
412K+ 38.25% |
$20.7M - $20.8M
|
1.49M
$75M
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
BUY
|
- |
405K+ 4053.31% |
$20.4M - $20.5M
|
415K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
394KNew |
$19.8M - $19.9M
|
394K
$19.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
377KNew |
$19M - $19M
|
377K
$19M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
308K+ 136.21% |
$15.5M - $15.5M
|
533K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
286K+ 12.27% |
$14.4M - $14.4M
|
2.62M
$132M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
278K+ 42.55% |
$14M - $14M
|
932K
$46.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
273K+ 239.32% |
$13.7M - $13.8M
|
387K
$19.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
264KNew |
$13.3M - $13.3M
|
264K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257K+ 8.29% |
$12.9M - $13M
|
3.36M
$169M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
239K+ 58.06% |
$12M - $12.1M
|
651K
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
220K+ 55.59% |
$11.1M - $11.1M
|
616K
$31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
205K+ 4.68% |
$10.3M - $10.3M
|
4.58M
$231M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
199KNew |
$10M - $10.1M
|
199K
$10M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
198K+ 26.08% |
$9.94M - $9.98M
|
956K
$48.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 1.25% |
$9.79M - $9.83M
|
15.8M
$797M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
189KNew |
$9.49M - $9.53M
|
189K
$9.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
182K+ 228.48% |
$9.16M - $9.19M
|
262K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
179K+ 62.98% |
$9M - $9.03M
|
463K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
176K+ 8.82% |
$8.87M - $8.91M
|
2.18M
$110M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
169K+ 51.25% |
$8.51M - $8.55M
|
500K
$25.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
166KNew |
$8.35M - $8.38M
|
166K
$8.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
166K+ 85.38% |
$8.33M - $8.36M
|
360K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
157K+ 322.54% |
$7.88M - $7.91M
|
205K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 12.23% |
$7.77M - $7.8M
|
1.42M
$71.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 13.16% |
$7.64M - $7.66M
|
1.31M
$65.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
151KNew |
$7.58M - $7.6M
|
151K
$7.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148K+ 16.01% |
$7.45M - $7.48M
|
1.07M
$54.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
145K+ 473.25% |
$7.28M - $7.31M
|
175K
$8.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
144K+ 130.24% |
$7.22M - $7.25M
|
254K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
140K+ 90.18% |
$7.05M - $7.08M
|
296K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
133K+ 25.29% |
$6.69M - $6.71M
|
659K
$33.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
129K+ 88.31% |
$6.49M - $6.52M
|
275K
$13.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
115K+ 15.32% |
$5.79M - $5.81M
|
866K
$43.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
110K+ 276.94% |
$5.55M - $5.57M
|
150K
$7.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
107K+ 7.73% |
$5.39M - $5.41M
|
1.49M
$75.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
98.7K+ 35.92% |
$4.96M - $4.98M
|
373K
$18.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
95.2K+ 4.9% |
$4.79M - $4.8M
|
2.04M
$102M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
91KNew |
$4.57M - $4.59M
|
91K
$4.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
89.2K+ 45.29% |
$4.49M - $4.5M
|
286K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
88KNew |
$4.42M - $4.44M
|
88K
$4.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
87.3K+ 8.72% |
$4.39M - $4.41M
|
1.09M
$54.8M
|