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 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.29K+ 10.12% |
$115K - $116K
|
24.9K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.25K+ 10.96% |
$113K - $113K
|
22.7K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.19K+ 1.13% |
$110K - $111K
|
196K
$9.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.03K+ 230.8% |
$102K - $103K
|
2.91K
$147K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.91K+ 2.34% |
$95.9K - $96.2K
|
83.4K
$4.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.84KNew |
$92.6K - $93K
|
1.84K
$92.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.82K+ 11.46% |
$91.5K - $91.8K
|
17.7K
$890K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.78K+ 2.7% |
$89.3K - $89.6K
|
67.7K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.67K+ 2.03% |
$83.9K - $84.2K
|
84K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 34.67% |
$83.6K - $83.9K
|
6.46K
$325K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.58KNew |
$79.6K - $79.9K
|
1.58K
$79.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.46K+ 10.85% |
$73.4K - $73.7K
|
14.9K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.4K+ 0.65% |
$70.4K - $70.7K
|
218K
$11M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
1.39K+ 1.65% |
$70K - $70.3K
|
85.9K
$4.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.38K+ 3.14% |
$69.4K - $69.7K
|
45.4K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.36K+ 3.05% |
$68.4K - $68.6K
|
45.9K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 16.82% |
$62K - $62.2K
|
8.56K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 0.29% |
$61.8K - $62.1K
|
421K
$21.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.21K+ 2.51% |
$61K - $61.3K
|
49.6K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.18K+ 4.45% |
$59.5K - $59.7K
|
27.8K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.15K+ 0.44% |
$57.7K - $57.9K
|
264K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.06K+ 12.01% |
$53.3K - $53.5K
|
9.89K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.01K+ 2.65% |
$50.6K - $50.8K
|
39K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
968+ 4.0% |
$48.7K - $48.9K
|
25.1K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
963+ 0.86% |
$48.4K - $48.6K
|
113K
$5.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
954+ 9.92% |
$48K - $48.1K
|
10.6K
$532K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
951+ 3.04% |
$47.8K - $48K
|
32.2K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
936+ 16.82% |
$47.1K - $47.2K
|
6.5K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
753+ 8.8% |
$37.9K - $38K
|
9.31K
$469K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
678+ 4.13% |
$34.1K - $34.2K
|
17.1K
$861K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
655+ 1.34% |
$32.9K - $33.1K
|
49.7K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
536+ 6.95% |
$27K - $27.1K
|
8.25K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
524+ 8.97% |
$26.3K - $26.4K
|
6.37K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
521+ 11.47% |
$26.2K - $26.3K
|
5.06K
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
517+ 8.6% |
$26K - $26.1K
|
6.53K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
477+ 8.02% |
$24K - $24.1K
|
6.43K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
466+ 0.97% |
$23.4K - $23.5K
|
48.7K
$2.45M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
442+ 5.2% |
$22.2K - $22.3K
|
8.94K
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
433+ 3.27% |
$21.8K - $21.9K
|
13.7K
$688K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
415+ 0.8% |
$20.9K - $20.9K
|
52.1K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
353+ 1.08% |
$17.7K - $17.8K
|
32.9K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
322New |
$16.2K - $16.3K
|
322
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
316+ 0.91% |
$15.9K - $15.9K
|
35.1K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
308+ 3.63% |
$15.5K - $15.5K
|
8.79K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
276+ 2.29% |
$13.9K - $13.9K
|
12.3K
$620K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
259+ 4.81% |
$13K - $13.1K
|
5.65K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
256New |
$12.9K - $12.9K
|
256
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
234+ 1.61% |
$11.8K - $11.8K
|
14.8K
$745K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
223+ 3.09% |
$11.2K - $11.3K
|
7.45K
$375K
|