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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.5KNew |
$580K - $582K
|
11.5K
$581K
|
|
|
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 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.96K+ 6.71% |
$149K - $150K
|
47.1K
$2.37M
|
|
|
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 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
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
936+ 7.31% |
$47K - $47.2K
|
13.7K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
837New |
$42K - $42.2K
|
837
$42.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
778New |
$39.1K - $39.3K
|
778
$39.2K
|
|
|
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
$33.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
625+ 88.78% |
$31.4K - $31.5K
|
1.33K
$66.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
497+ 41.42% |
$25K - $25.1K
|
1.7K
$85.4K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
282New |
$14.2K - $14.2K
|
282
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
130New |
$6.53K - $6.56K
|
130
$6.54K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
124+ 3.04% |
$6.23K - $6.26K
|
4.21K
$212K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
70New |
$3.52K - $3.53K
|
70
$3.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$301 - $303
|
6
$302
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$151 - $151
|
19.3K
$972K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 5.26% |
$50.2 - $50.5
|
20
$1.01K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
311K+ 13.65% |
$15.6M - $15.7M
|
2.59M
$130M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
119K+ 4.37% |
$5.95M - $5.98M
|
2.83M
$142M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
68.7KNew |
$3.45M - $3.47M
|
68.7K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.9K+ 16.88% |
$2.26M - $2.27M
|
311K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.22M - $1.23M
|
24.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
18.2KNew |
$915K - $920K
|
18.2K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$904K - $909K
|
18K
$906K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.8K+ 8.86% |
$693K - $697K
|
170K
$8.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.8KNew |
$643K - $646K
|
12.8K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.42KNew |
$422K - $425K
|
8.42K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.36K+ 136.64% |
$420K - $422K
|
14.5K
$729K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
6.45KNew |
$324K - $325K
|
6.45K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.21KNew |
$261K - $263K
|
5.21K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.17K+ 7.02% |
$259K - $261K
|
78.7K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.98KNew |
$250K - $251K
|
4.98K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$205K - $206K
|
4.09K
$206K
|
|
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2.31K+ 0.68% |
$116K - $116K
|
341K
$17.2M
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
990New |
$49.7K - $50K
|
990
$49.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195New |
$9.79K - $9.84K
|
195
$9.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
135New |
$6.78K - $6.81K
|
135
$6.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
123+ 2.24% |
$6.17K - $6.21K
|
5.62K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
85+ 2.06% |
$4.27K - $4.29K
|
4.21K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$3.41K - $3.43K
|
68
$3.42K
|
|