Latest Institutional Sells of Wisdomtree Floating Rate Treas (USFR)
This list provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.9M- 99.98% |
$95.8M - $96.1M
|
382
$19.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-286K- 46.73% |
$14.4M - $14.4M
|
326K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270K- 57.49% |
$13.6M - $13.6M
|
200K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-130K- 80.46% |
$6.53M - $6.55M
|
31.5K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-123K- 35.77% |
$6.21M - $6.23M
|
222K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-101K- 70.1% |
$5.08M - $5.1M
|
43.1K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-95.2K- 32.7% |
$4.79M - $4.81M
|
196K
$9.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-88.9K- 17.23% |
$4.47M - $4.49M
|
427K
$21.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-81.6K- 21.5% |
$4.1M - $4.12M
|
298K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-78.7K- 56.44% |
$3.96M - $3.97M
|
60.8K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-66.5K- 8.59% |
$3.35M - $3.36M
|
708K
$35.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-55.5K- 18.45% |
$2.79M - $2.8M
|
245K
$12.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54.6K- 10.94% |
$2.75M - $2.76M
|
445K
$22.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-40.1K- 43.91% |
$2.02M - $2.02M
|
51.2K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.9K- 31.9% |
$1.96M - $1.96M
|
83.1K
$4.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-35K- 12.78% |
$1.76M - $1.77M
|
239K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.4K- 58.11% |
$1.68M - $1.68M
|
24.1K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.5K- 43.98% |
$1.64M - $1.64M
|
41.4K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-27.1K- 42.86% |
$1.36M - $1.37M
|
36.2K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-25.6K- 21.45% |
$1.29M - $1.29M
|
93.8K
$4.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-19.1K- 3.01% |
$961K - $965K
|
616K
$31.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19K- 18.08% |
$954K - $957K
|
86K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17K- 7.83% |
$857K - $860K
|
200K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-14.4K- 3.33% |
$725K - $727K
|
418K
$21.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.1K- 4.83% |
$658K - $660K
|
258K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.3K- 2.76% |
$570K - $573K
|
400K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-11K- 62.07% |
$553K - $555K
|
6.72K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.04K- 15.42% |
$404K - $406K
|
44.1K
$2.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.9K- 34.49% |
$397K - $399K
|
15K
$757K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.49K- 6.55% |
$376K - $378K
|
107K
$5.39M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-7.28K- 51.73% |
$366K - $368K
|
6.8K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.34K- 30.86% |
$319K - $320K
|
14.2K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.06K- 4.36% |
$254K - $255K
|
111K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.98K- 14.8% |
$200K - $201K
|
22.9K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.04K- 13.47% |
$153K - $153K
|
19.5K
$985K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 22.11% |
$145K - $146K
|
10.2K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.66K- 1.79% |
$134K - $134K
|
146K
$7.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.35K- 2.48% |
$118K - $119K
|
92.4K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.87K- 3.17% |
$94K - $94.4K
|
57K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.19K- 4.23% |
$59.7K - $60K
|
26.9K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-936- 5.99% |
$47.1K - $47.2K
|
14.7K
$741K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-795- 9.63% |
$40K - $40.1K
|
7.46K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-652- 3.23% |
$32.8K - $32.9K
|
19.5K
$986K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-648- 2.3% |
$32.6K - $32.7K
|
27.6K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-629- 1.43% |
$31.6K - $31.7K
|
43.2K
$2.18M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-335- 1.24% |
$16.8K - $16.9K
|
26.6K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-273- 0.64% |
$13.7K - $13.8K
|
42.6K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-215- 0.19% |
$10.8K - $10.9K
|
115K
$5.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-55- 1.17% |
$2.77K - $2.78K
|
4.65K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.2% |
$1.46K - $1.46K
|
14.6K
$736K
|