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 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
11.1K+ 5.32% |
$558K - $560K
|
220K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
10.8K+ 156.52% |
$544K - $546K
|
17.7K
$891K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5KNew |
$528K - $530K
|
10.5K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.4K+ 0.99% |
$524K - $526K
|
1.06M
$53.3M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$517K - $519K
|
10.3K
$517K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.96K+ 10.37% |
$501K - $503K
|
106K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.77KNew |
$491K - $493K
|
9.77K
$491K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.51K+ 69.46% |
$478K - $480K
|
23.2K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.98K+ 12.68% |
$452K - $454K
|
79.8K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.86K+ 22.43% |
$445K - $447K
|
48.4K
$2.43M
|
|
|
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 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.16K+ 13.22% |
$410K - $412K
|
69.9K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.91K+ 5.37% |
$398K - $399K
|
155K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.85K+ 0.52% |
$395K - $397K
|
1.52M
$76.2M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.69KNew |
$387K - $388K
|
7.69K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.62K+ 7.42% |
$383K - $385K
|
110K
$5.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7.56KNew |
$380K - $382K
|
7.56K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.53K+ 186.45% |
$379K - $380K
|
11.6K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
7.3K+ 14.17% |
$367K - $369K
|
58.8K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.22K+ 1.75% |
$363K - $364K
|
420K
$21.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.13K+ 3.75% |
$358K - $360K
|
197K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.06K+ 5.23% |
$355K - $357K
|
142K
$7.15M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.96K+ 54.09% |
$350K - $352K
|
19.8K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.58K+ 9.31% |
$331K - $332K
|
77.3K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.56KNew |
$330K - $331K
|
6.56K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.51K+ 2.55% |
$327K - $329K
|
262K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$314K - $316K
|
6.25K
$314K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.05K+ 56.34% |
$304K - $305K
|
16.8K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.01KNew |
$302K - $304K
|
6.01K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.96K+ 4.18% |
$300K - $301K
|
148K
$7.47M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.95KNew |
$299K - $300K
|
5.95K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.54K+ 12.27% |
$279K - $280K
|
50.7K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.43K+ 20.99% |
$273K - $274K
|
31.3K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.37K+ 4.61% |
$270K - $271K
|
122K
$6.14M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
5.25K+ 3.09% |
$264K - $265K
|
175K
$8.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.12K+ 5.94% |
$258K - $259K
|
91.3K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
5.09K+ 3.6% |
$256K - $257K
|
146K
$7.36M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.01K+ 38.07% |
$252K - $253K
|
18.2K
$914K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.98KNew |
$250K - $251K
|
4.98K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.94K+ 17.82% |
$248K - $249K
|
32.6K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$247K - $248K
|
4.9K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.9KNew |
$246K - $247K
|
4.9K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.82K+ 15.16% |
$242K - $243K
|
36.6K
$1.84M
|