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 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$999K - $1M
|
19.9K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
19.4K+ 29.62% |
$976K - $980K
|
85K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.3KNew |
$969K - $972K
|
19.3K
$970K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
BUY
|
- |
19.1K+ 10.9% |
$961K - $964K
|
194K
$9.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 2.44% |
$958K - $961K
|
800K
$40.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19K+ 137.32% |
$955K - $959K
|
32.8K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
18.8KNew |
$947K - $950K
|
18.8K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
18.4K+ 67.63% |
$924K - $927K
|
45.5K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
17.9K+ 14.6% |
$901K - $904K
|
141K
$7.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.9KNew |
$901K - $904K
|
17.9K
$902K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.5K+ 37.77% |
$882K - $885K
|
64K
$3.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
17.3K+ 65.72% |
$870K - $873K
|
43.6K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 1.05% |
$831K - $834K
|
1.59M
$80M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.4K+ 9.35% |
$823K - $826K
|
191K
$9.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
16.3KNew |
$821K - $824K
|
16.3K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
16.3K+ 294.17% |
$819K - $822K
|
21.8K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.7KNew |
$787K - $790K
|
15.7K
$788K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.5K+ 7.79% |
$779K - $782K
|
215K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 41.53% |
$764K - $767K
|
51.8K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 18.91% |
$759K - $762K
|
94.9K
$4.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 85.59% |
$734K - $737K
|
31.7K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 140.97% |
$728K - $731K
|
24.8K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.2KNew |
$716K - $718K
|
14.2K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
14K+ 131.33% |
$704K - $706K
|
24.7K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14K+ 4.42% |
$702K - $705K
|
330K
$16.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.7K+ 1.96% |
$690K - $693K
|
714K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.5K+ 0.21% |
$678K - $681K
|
6.38M
$321M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
12.9K+ 10.29% |
$649K - $652K
|
138K
$6.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
12.8K+ 4.9% |
$646K - $648K
|
275K
$13.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
12.3K+ 9.66% |
$619K - $622K
|
140K
$7.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$617K - $619K
|
12.3K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12KNew |
$604K - $607K
|
12K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11.9KNew |
$596K - $598K
|
11.9K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.4K+ 50.9% |
$575K - $577K
|
33.9K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.3K+ 5.1% |
$569K - $571K
|
233K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.1K+ 115.0% |
$557K - $559K
|
20.7K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1K+ 13.86% |
$557K - $559K
|
91K
$4.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
10.5K+ 0.65% |
$529K - $531K
|
1.62M
$81.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.1KNew |
$509K - $511K
|
10.1K
$510K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 13.23% |
$509K - $511K
|
86.6K
$4.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.1K+ 244.98% |
$508K - $510K
|
14.2K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.81K+ 16.21% |
$493K - $495K
|
70.3K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.04K+ 4.59% |
$455K - $456K
|
206K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.89KNew |
$447K - $449K
|
8.89K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.73K+ 91.8% |
$439K - $440K
|
18.2K
$918K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.34K+ 194.13% |
$419K - $421K
|
12.6K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.06K+ 5.67% |
$405K - $407K
|
150K
$7.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.94K+ 5.6% |
$399K - $401K
|
150K
$7.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.5KNew |
$377K - $379K
|
7.5K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.95K+ 137.9% |
$349K - $351K
|
12K
$604K
|