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 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
211K+ 80.14% |
$10.6M - $10.6M
|
474K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
197K+ 189.81% |
$9.9M - $9.94M
|
301K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
196K+ 29.76% |
$9.86M - $9.9M
|
855K
$43M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
194K+ 36.6% |
$9.76M - $9.8M
|
724K
$36.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
188K+ 97.97% |
$9.46M - $9.5M
|
380K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 1.48% |
$9.38M - $9.42M
|
12.8M
$644M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
143K+ 27.13% |
$7.18M - $7.21M
|
669K
$33.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
132K+ 1302.81% |
$6.62M - $6.65M
|
142K
$7.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
128K+ 53.46% |
$6.44M - $6.47M
|
368K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 3.83% |
$6.19M - $6.22M
|
3.34M
$168M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
121KNew |
$6.06M - $6.09M
|
121K
$6.06M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
113K+ 8.01% |
$5.66M - $5.68M
|
1.52M
$76.3M
|
|
|
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
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
106K+ 257.02% |
$5.32M - $5.35M
|
147K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
105K+ 176.1% |
$5.27M - $5.29M
|
164K
$8.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
97.7K+ 209.91% |
$4.91M - $4.93M
|
144K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96.6K+ 128.59% |
$4.86M - $4.88M
|
172K
$8.64M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95K+ 10.48% |
$4.78M - $4.8M
|
1M
$50.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.4K+ 6.24% |
$4.64M - $4.66M
|
1.57M
$79.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
91.6K+ 377.32% |
$4.61M - $4.63M
|
116K
$5.83M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
89.5K+ 178.94% |
$4.5M - $4.52M
|
139K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
88.8K+ 9.5% |
$4.46M - $4.48M
|
1.02M
$51.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
85.1K+ 218.32% |
$4.28M - $4.3M
|
124K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
79.7KNew |
$4.01M - $4.03M
|
79.7K
$4.01M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
77.3K+ 12.52% |
$3.89M - $3.9M
|
695K
$34.9M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
73.5KNew |
$3.69M - $3.71M
|
73.5K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 162.8% |
$3.56M - $3.57M
|
114K
$5.74M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70.1K+ 1.23% |
$3.53M - $3.54M
|
5.77M
$290M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69.7K+ 10.23% |
$3.51M - $3.52M
|
752K
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
68.2K+ 50.66% |
$3.43M - $3.44M
|
203K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
67K+ 120.18% |
$3.37M - $3.38M
|
123K
$6.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.7K+ 51.49% |
$3.3M - $3.32M
|
193K
$9.73M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
64.3K+ 51.01% |
$3.23M - $3.25M
|
190K
$9.58M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
60.6K+ 136.8% |
$3.05M - $3.06M
|
105K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
58.8K+ 37.26% |
$2.96M - $2.97M
|
217K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.9K+ 173.6% |
$2.81M - $2.82M
|
88K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.8KNew |
$2.8M - $2.82M
|
55.8K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
53.4K+ 201.8% |
$2.69M - $2.7M
|
79.9K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
50.4K+ 158.11% |
$2.54M - $2.55M
|
82.3K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
47.2K+ 13.55% |
$2.38M - $2.39M
|
396K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47.2K+ 157.47% |
$2.37M - $2.38M
|
77.1K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
46.9K+ 38.94% |
$2.36M - $2.37M
|
167K
$8.43M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46K+ 7.57% |
$2.31M - $2.32M
|
654K
$32.9M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43.8K+ 10.97% |
$2.2M - $2.21M
|
443K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
41.7K+ 7.06% |
$2.1M - $2.11M
|
632K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.5K+ 36.21% |
$2.04M - $2.05M
|
153K
$7.67M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
36.9K+ 100.91% |
$1.86M - $1.86M
|
73.5K
$3.7M
|