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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.79KNew |
$241K - $242K
|
4.79K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.77K+ 35.87% |
$240K - $241K
|
18.1K
$908K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.77KNew |
$240K - $241K
|
4.77K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.7KNew |
$237K - $238K
|
4.7K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.65K+ 7.99% |
$234K - $235K
|
62.8K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.57KNew |
$230K - $231K
|
4.57K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.33K+ 9.86% |
$218K - $219K
|
48.3K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.31K+ 4.53% |
$217K - $218K
|
99.5K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.28K+ 11.9% |
$215K - $216K
|
40.2K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.25K+ 12.53% |
$214K - $215K
|
38.2K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.25K+ 78.03% |
$214K - $215K
|
9.69K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.17KNew |
$210K - $211K
|
4.17K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
4.13K+ 293.53% |
$208K - $209K
|
5.54K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$206K - $206K
|
4.09K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.08K+ 2.88% |
$205K - $206K
|
146K
$7.34M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.07KNew |
$205K - $205K
|
4.07K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.06K+ 11.74% |
$204K - $205K
|
38.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.04KNew |
$203K - $204K
|
4.04K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.99KNew |
$201K - $202K
|
3.99K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.99K+ 17.64% |
$201K - $201K
|
26.6K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.98K+ 18.97% |
$200K - $201K
|
24.9K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.97K+ 3.26% |
$200K - $200K
|
126K
$6.32M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.9KNew |
$196K - $197K
|
3.9K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.62K+ 6.52% |
$182K - $183K
|
59.2K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
3.5K+ 14.99% |
$176K - $177K
|
26.9K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.45K+ 6.93% |
$174K - $174K
|
53.2K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.19K+ 7.72% |
$161K - $161K
|
44.6K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 77.07% |
$157K - $157K
|
7.15K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.1K+ 0.22% |
$156K - $157K
|
1.41M
$71.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.08K+ 28.68% |
$155K - $156K
|
13.8K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 0.48% |
$152K - $153K
|
634K
$31.9M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.99K+ 69.82% |
$150K - $151K
|
7.26K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.89K+ 2.66% |
$145K - $146K
|
112K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.88K+ 0.69% |
$145K - $145K
|
421K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.85K+ 6.4% |
$143K - $144K
|
47.4K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.8K+ 21.81% |
$141K - $141K
|
15.6K
$786K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.76K+ 0.77% |
$139K - $139K
|
360K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.74K+ 2.01% |
$138K - $138K
|
139K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.59K+ 6.98% |
$130K - $131K
|
39.7K
$2M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.53K+ 20.73% |
$127K - $128K
|
14.7K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 0.83% |
$127K - $127K
|
307K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.42K+ 29.37% |
$122K - $122K
|
10.7K
$536K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.26K+ 20.22% |
$114K - $114K
|
13.5K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.22K+ 33.48% |
$111K - $112K
|
8.83K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.21KNew |
$111K - $111K
|
2.21K
$111K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.2K+ 34.18% |
$111K - $111K
|
8.63K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.06K+ 2.13% |
$104K - $104K
|
98.8K
$4.97M
|