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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
81K+ 27.8% |
$4.07M - $4.09M
|
372K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
80.6K+ 12.04% |
$4.05M - $4.07M
|
749K
$37.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80.1K+ 443.66% |
$4.03M - $4.04M
|
98.2K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.9KNew |
$3.56M - $3.58M
|
70.9K
$3.57M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
70K+ 264.57% |
$3.52M - $3.53M
|
96.5K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.1K+ 2.07% |
$3.47M - $3.49M
|
3.41M
$172M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
66.3K+ 35.56% |
$3.34M - $3.35M
|
253K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
66.2K+ 13.11% |
$3.33M - $3.34M
|
571K
$28.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
65.6K+ 14.79% |
$3.3M - $3.31M
|
509K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.5K+ 23.69% |
$3.2M - $3.21M
|
332K
$16.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
63.5K+ 14.93% |
$3.19M - $3.21M
|
489K
$24.6M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
60.9KNew |
$3.06M - $3.07M
|
60.9K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
55.4K+ 28.65% |
$2.78M - $2.8M
|
249K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
51.4K+ 31.5% |
$2.58M - $2.59M
|
215K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
50.3K+ 50.56% |
$2.53M - $2.54M
|
150K
$7.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
49.4K+ 47.06% |
$2.48M - $2.49M
|
154K
$7.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
47.9K+ 22.02% |
$2.41M - $2.42M
|
265K
$13.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
47.8K+ 1019.54% |
$2.4M - $2.41M
|
52.5K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
47.1K+ 12.81% |
$2.37M - $2.38M
|
415K
$20.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.7K+ 68.88% |
$2.3M - $2.3M
|
112K
$5.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.9K+ 15.99% |
$2.26M - $2.27M
|
326K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
43.6K+ 19.85% |
$2.19M - $2.2M
|
263K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
41.2K+ 3.65% |
$2.07M - $2.08M
|
1.17M
$58.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
40.9KNew |
$2.06M - $2.07M
|
40.9K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40.6K+ 22.99% |
$2.04M - $2.05M
|
217K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.7K+ 147.05% |
$1.94M - $1.95M
|
65K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36.6K+ 19.56% |
$1.84M - $1.85M
|
224K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
36.4K+ 6.45% |
$1.83M - $1.84M
|
601K
$30.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
35.1K+ 14.18% |
$1.77M - $1.77M
|
283K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
34.4KNew |
$1.73M - $1.74M
|
34.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34K+ 19.81% |
$1.71M - $1.72M
|
206K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.7K+ 324.84% |
$1.7M - $1.7M
|
44.1K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
33.4K+ 21.57% |
$1.68M - $1.68M
|
188K
$9.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
33K+ 27.65% |
$1.66M - $1.67M
|
152K
$7.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
32.8K+ 64.16% |
$1.65M - $1.65M
|
83.8K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
32.2K+ 6.81% |
$1.62M - $1.63M
|
506K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
29.4K+ 25.02% |
$1.48M - $1.48M
|
147K
$7.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
28KNew |
$1.41M - $1.41M
|
28K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.4M - $1.41M
|
27.9K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
26.6K+ 206.23% |
$1.34M - $1.34M
|
39.4K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
26K+ 132.22% |
$1.31M - $1.31M
|
45.6K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
25.4K+ 1.8% |
$1.28M - $1.28M
|
1.44M
$72.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
24.5K+ 15.77% |
$1.23M - $1.23M
|
180K
$9.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 12.23% |
$1.22M - $1.22M
|
222K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.7K+ 3.59% |
$1.19M - $1.2M
|
685K
$34.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 135.79% |
$1.18M - $1.19M
|
40.8K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
22.5KNew |
$1.13M - $1.13M
|
22.5K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 151.81% |
$1.09M - $1.1M
|
36.1K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.7K+ 39.68% |
$1.09M - $1.09M
|
76.3K
$3.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21.6K+ 2876.0% |
$1.08M - $1.09M
|
22.3K
$1.12M
|