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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.77K+ 8.3% |
$189K - $190K
|
49.2K
$2.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 2.88% |
$189K - $190K
|
134K
$6.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.75KNew |
$188K - $189K
|
3.75K
$189K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.71K+ 11.52% |
$186K - $187K
|
35.9K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.69K+ 19.36% |
$185K - $186K
|
22.7K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.61K+ 8.27% |
$181K - $182K
|
47.2K
$2.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.52K+ 42.18% |
$177K - $178K
|
11.9K
$597K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
2.92K+ 43.38% |
$146K - $147K
|
9.64K
$485K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.75K+ 6.48% |
$138K - $139K
|
45.2K
$2.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68KNew |
$135K - $135K
|
2.68K
$135K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.57K+ 16.63% |
$129K - $130K
|
18K
$907K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.57K+ 6.58% |
$129K - $129K
|
41.6K
$2.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.53K+ 7.69% |
$127K - $127K
|
35.3K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.46K+ 38.57% |
$123K - $124K
|
8.82K
$444K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
2.4K+ 3.29% |
$121K - $121K
|
75.3K
$3.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.38K+ 13.47% |
$120K - $120K
|
20.1K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.28K+ 1.76% |
$114K - $115K
|
132K
$6.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.28K+ 6.74% |
$114K - $115K
|
36K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.2K+ 7.93% |
$111K - $111K
|
30K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13K+ 661.18% |
$107K - $107K
|
2.45K
$123K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.1K+ 7.79% |
$105K - $106K
|
29K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.08K+ 9.76% |
$104K - $105K
|
23.4K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
1.66K+ 6.24% |
$83.5K - $83.9K
|
28.3K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.51K+ 16.27% |
$75.6K - $76K
|
10.8K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.5KNew |
$75.3K - $75.7K
|
1.5K
$75.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.48K+ 7.39% |
$74.1K - $74.5K
|
21.4K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.47K+ 11.93% |
$73.8K - $74.2K
|
13.8K
$694K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.4KNew |
$70.3K - $70.7K
|
1.4K
$70.5K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.25KNew |
$62.9K - $63.3K
|
1.25K
$63.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 5.81% |
$60.1K - $60.4K
|
21.8K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.17K+ 4.06% |
$59K - $59.3K
|
30.1K
$1.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.16K+ 13.16% |
$58.1K - $58.4K
|
9.95K
$501K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15K+ 3.38% |
$57.5K - $57.8K
|
35K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 6.37% |
$56.5K - $56.8K
|
18.8K
$946K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 16.84% |
$55.8K - $56K
|
7.7K
$388K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.69% |
$53.3K - $53.6K
|
40.5K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.02K+ 2.06% |
$51.4K - $51.6K
|
50.6K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
1.02K+ 1.18% |
$51K - $51.3K
|
86.9K
$4.38M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 1.62% |
$50.7K - $51K
|
63.4K
$3.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.01K+ 1.49% |
$50.6K - $50.9K
|
68.7K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 1052.63% |
$50.2K - $50.5K
|
1.1K
$55.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
988+ 6.59% |
$49.6K - $49.9K
|
16K
$805K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
986+ 3.24% |
$49.5K - $49.8K
|
31.4K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
923+ 1.71% |
$46.4K - $46.6K
|
54.9K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
919+ 6.26% |
$46.2K - $46.4K
|
15.6K
$786K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
846+ 251.79% |
$42.5K - $42.7K
|
1.18K
$59.5K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
818+ 5.99% |
$41.1K - $41.3K
|
14.5K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
732+ 0.43% |
$36.8K - $37K
|
172K
$8.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
700+ 2.95% |
$35.2K - $35.3K
|
24.4K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
693+ 2.07% |
$34.8K - $35K
|
34.2K
$1.72M
|
|