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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.94K+ 22.04% |
$349K - $350K
|
38.4K
$1.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.59KNew |
$331K - $333K
|
6.59K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.53K+ 53.04% |
$328K - $330K
|
18.8K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.06K+ 8.68% |
$305K - $306K
|
75.9K
$3.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
6.02KNew |
$303K - $304K
|
6.02K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$302K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.93KNew |
$298K - $299K
|
5.93K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.86K+ 32.25% |
$295K - $296K
|
24K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.64K+ 2.16% |
$284K - $285K
|
267K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.57KNew |
$280K - $281K
|
5.57K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.44K+ 50.86% |
$274K - $275K
|
16.1K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.42K+ 14.11% |
$272K - $273K
|
43.8K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.38KNew |
$270K - $271K
|
5.38K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.37KNew |
$270K - $271K
|
5.37K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.35K+ 55.22% |
$269K - $270K
|
15K
$757K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.26K+ 5.32% |
$264K - $265K
|
104K
$5.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.19K+ 41.59% |
$261K - $262K
|
17.7K
$889K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
5.14K+ 9.65% |
$258K - $259K
|
58.4K
$2.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.13KNew |
$258K - $259K
|
5.13K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.08K+ 6.0% |
$255K - $256K
|
89.6K
$4.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.89K+ 79.32% |
$246K - $247K
|
11.1K
$557K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.81KNew |
$242K - $243K
|
4.81K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
4.67KNew |
$235K - $236K
|
4.67K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.66KNew |
$234K - $235K
|
4.66K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$232K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.38K+ 59.49% |
$220K - $221K
|
11.7K
$591K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.1KNew |
$206K - $207K
|
4.1K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.06KNew |
$204K - $205K
|
4.06K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
3.8K+ 20.11% |
$191K - $192K
|
22.7K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.76K+ 13.43% |
$189K - $190K
|
31.8K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
3.55K+ 210.39% |
$178K - $179K
|
5.23K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.36K+ 67.6% |
$169K - $170K
|
8.34K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.31K+ 6.54% |
$167K - $167K
|
54K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.3K+ 13.24% |
$166K - $167K
|
28.3K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.27KNew |
$164K - $165K
|
3.27K
$164K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.21K+ 8.09% |
$161K - $162K
|
42.9K
$2.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.2K+ 32.24% |
$161K - $162K
|
13.1K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 58.1% |
$161K - $161K
|
8.7K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.15K+ 11.77% |
$158K - $159K
|
29.9K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.94K+ 10.79% |
$148K - $148K
|
30.2K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.93K+ 15.96% |
$147K - $148K
|
21.3K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.83K+ 22.46% |
$142K - $143K
|
15.4K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.6K+ 135.36% |
$131K - $131K
|
4.53K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.49K+ 7.97% |
$125K - $126K
|
33.8K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.42K+ 12.22% |
$122K - $122K
|
22.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.39K+ 14.26% |
$120K - $121K
|
19.2K
$965K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.37K+ 13.49% |
$119K - $120K
|
20K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.34K+ 25.17% |
$118K - $118K
|
11.6K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.32K+ 0.94% |
$117K - $117K
|
249K
$12.5M
|