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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
960+ 7.81% |
$48.2K - $48.4K
|
13.3K
$669K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
936+ 7.31% |
$47K - $47.2K
|
13.7K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
902+ 0.48% |
$45.3K - $45.5K
|
191K
$9.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
886+ 4.52% |
$44.5K - $44.7K
|
20.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
882+ 0.63% |
$44.3K - $44.5K
|
142K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
858New |
$43.1K - $43.3K
|
858
$43.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
837New |
$42K - $42.2K
|
837
$42.2K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
825+ 3.18% |
$41.4K - $41.6K
|
26.8K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
778New |
$39.1K - $39.3K
|
778
$39.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
727+ 21.96% |
$36.5K - $36.7K
|
4.04K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
687+ 50.0% |
$34.5K - $34.7K
|
2.06K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
667New |
$33.5K - $33.7K
|
667
$33.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
665+ 3.5% |
$33.4K - $33.6K
|
19.7K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
660+ 1.08% |
$33.2K - $33.3K
|
61.7K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
625+ 88.78% |
$31.4K - $31.5K
|
1.33K
$67K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
608+ 10.12% |
$30.5K - $30.7K
|
6.62K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
584+ 12.02% |
$29.3K - $29.5K
|
5.44K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
575+ 15.54% |
$28.9K - $29K
|
4.28K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
530New |
$26.6K - $26.7K
|
530
$26.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
521+ 0.3% |
$26.2K - $26.3K
|
172K
$8.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
497+ 41.42% |
$25K - $25.1K
|
1.7K
$85.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
373+ 1.17% |
$18.7K - $18.8K
|
32.2K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
352+ 0.1% |
$17.7K - $17.8K
|
357K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
340+ 2.62% |
$17.1K - $17.2K
|
13.3K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
282New |
$14.2K - $14.2K
|
282
$14.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
279+ 3.6% |
$14K - $14.1K
|
8.03K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
258+ 73.93% |
$13K - $13K
|
607
$30.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
208+ 0.78% |
$10.4K - $10.5K
|
27K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
203+ 1.35% |
$10.2K - $10.2K
|
15.2K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$10K - $10.1K
|
200
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173+ 14.91% |
$8.69K - $8.73K
|
1.33K
$67.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
141+ 0.44% |
$7.08K - $7.11K
|
32K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
139+ 0.69% |
$6.98K - $7.01K
|
20.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
130New |
$6.53K - $6.56K
|
130
$6.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
124+ 3.04% |
$6.23K - $6.26K
|
4.21K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 0.69% |
$4.37K - $4.39K
|
12.6K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
81+ 1.4% |
$4.07K - $4.09K
|
5.89K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 0.43% |
$3.92K - $3.94K
|
18.1K
$912K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
53+ 0.36% |
$2.66K - $2.67K
|
14.7K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$2.21K - $2.22K
|
44
$2.22K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
35+ 0.08% |
$1.76K - $1.77K
|
44.5K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.15% |
$1.26K - $1.26K
|
17K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 1.13% |
$904 - $908
|
1.61K
$81K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.15% |
$653 - $656
|
1.14K
$57.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.55% |
$402 - $404
|
1.47K
$74.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7+ 0.17% |
$352 - $353
|
4.22K
$213K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$301 - $303
|
6
$303
|