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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
134+ 1116.67% |
$6.74K - $6.77K
|
146
$7.35K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
133New |
$6.69K - $6.72K
|
133
$6.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
110+ 1.04% |
$5.53K - $5.56K
|
10.7K
$538K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
109+ 0.21% |
$5.48K - $5.5K
|
51.7K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
77+ 8.97% |
$3.87K - $3.89K
|
935
$47K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
49+ 1.05% |
$2.46K - $2.47K
|
4.71K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.41K - $2.42K
|
48
$2.41K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.67% |
$1.31K - $1.31K
|
3.89K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17+ 0.37% |
$855 - $859
|
4.59K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 1.06% |
$855 - $859
|
1.62K
$81.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.15% |
$855 - $859
|
11.3K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
11New |
$553 - $556
|
11
$553
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.03% |
$101 - $101
|
197
$9.91K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1New |
$50.3 - $50.5
|
1
$50.3
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.78% |
$50.3 - $50.5
|
130
$6.54K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.72% |
$50.3 - $50.5
|
140
$7.04K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
658KNew |
$33.1M - $33.2M
|
658K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
518KNew |
$26M - $26.1M
|
518K
$26.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
116KNew |
$5.83M - $5.86M
|
116K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
78.9KNew |
$3.96M - $3.98M
|
78.9K
$3.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
60KNew |
$3.02M - $3.03M
|
60K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34KNew |
$1.71M - $1.71M
|
34K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
23.5KNew |
$1.18M - $1.19M
|
23.5K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.1K+ 8.44% |
$1.01M - $1.01M
|
258K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.1KNew |
$960K - $965K
|
19.1K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
15.4K+ 4.65% |
$775K - $778K
|
347K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.2KNew |
$765K - $769K
|
15.2K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.8KNew |
$741K - $745K
|
14.8K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.6KNew |
$731K - $734K
|
14.6K
$732K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
13.1KNew |
$657K - $660K
|
13.1K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.7K+ 3.41% |
$589K - $591K
|
355K
$17.9M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.5KNew |
$580K - $582K
|
11.5K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.4KNew |
$521K - $524K
|
10.4K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
8.49K+ 166.7% |
$426K - $428K
|
13.6K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
6.15KNew |
$309K - $310K
|
6.15K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.31KNew |
$216K - $217K
|
4.31K
$217K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.8KNew |
$191K - $192K
|
3.8K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.35K+ 2.81% |
$168K - $169K
|
122K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.96K+ 6.71% |
$149K - $150K
|
47.1K
$2.37M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
2.86K+ 3.65% |
$144K - $144K
|
81.2K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.06KNew |
$103K - $104K
|
2.06K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.91K+ 25.95% |
$95.8K - $96.2K
|
9.26K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.69KNew |
$84.6K - $85K
|
1.69K
$84.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$77K - $77.3K
|
1.53K
$77.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.2KNew |
$60.2K - $60.5K
|
1.2K
$60.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
996+ 0.79% |
$50K - $50.3K
|
128K
$6.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
936+ 7.31% |
$47K - $47.2K
|
13.7K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.3K
|
|