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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.24M- 32.03% |
$363M - $365M
|
15.4M
$775M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.66M- 100.0% |
$234M - $235M
|
12
$605
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.91M- 47.68% |
$196M - $197M
|
4.29M
$216M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.6M- 12.8% |
$130M - $131M
|
17.7M
$893M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.51M- 99.45% |
$126M - $127M
|
13.8K
$696K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.34M- 82.51% |
$118M - $118M
|
497K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08M- 75.03% |
$54M - $54.3M
|
358K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07M- 53.48% |
$53.7M - $54M
|
930K
$46.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.06M- 5.13% |
$53.1M - $53.4M
|
19.6M
$988M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-779K- 30.51% |
$39.1M - $39.3M
|
1.77M
$89.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-717K- 96.22% |
$36M - $36.2M
|
28.2K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-702K- 42.24% |
$35.2M - $35.4M
|
959K
$48.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-641K- 62.29% |
$32.2M - $32.4M
|
388K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-572K- 15.78% |
$28.7M - $28.9M
|
3.05M
$154M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-493K- 99.11% |
$24.7M - $24.9M
|
4.42K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-400K- 90.1% |
$20.1M - $20.2M
|
43.9K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-363K- 5.49% |
$18.2M - $18.3M
|
6.24M
$315M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-319K- 85.2% |
$16M - $16.1M
|
55.4K
$2.79M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-288K- 52.41% |
$14.4M - $14.5M
|
261K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-283K- 71.07% |
$14.2M - $14.3M
|
115K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-235K- 38.89% |
$11.8M - $11.9M
|
370K
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-232K- 56.77% |
$11.7M - $11.7M
|
177K
$8.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-224K- 59.48% |
$11.2M - $11.3M
|
152K
$7.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-222K- 49.74% |
$11.1M - $11.2M
|
224K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-210K- 93.35% |
$10.5M - $10.6M
|
15K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200K- 16.8% |
$10M - $10.1M
|
991K
$50M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-198K- 1.51% |
$9.95M - $10M
|
12.9M
$651M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-189K- 49.79% |
$9.49M - $9.55M
|
191K
$9.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-172K- 14.99% |
$8.62M - $8.67M
|
974K
$49.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-167K- 44.96% |
$8.36M - $8.41M
|
204K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-165K- 96.66% |
$8.3M - $8.35M
|
5.71K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-154K- 75.18% |
$7.74M - $7.79M
|
50.9K
$2.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-151K- 69.34% |
$7.57M - $7.61M
|
66.7K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145K- 17.8% |
$7.28M - $7.33M
|
670K
$33.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-138K- 49.55% |
$6.92M - $6.96M
|
140K
$7.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-136K- 48.53% |
$6.84M - $6.87M
|
144K
$7.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-134K- 16.2% |
$6.72M - $6.75M
|
692K
$34.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133K- 6.83% |
$6.66M - $6.7M
|
1.81M
$91.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-132K- 3.36% |
$6.63M - $6.67M
|
3.8M
$192M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-132K- 14.28% |
$6.62M - $6.66M
|
792K
$40M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-123K- 49.24% |
$6.18M - $6.22M
|
127K
$6.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-122K- 57.11% |
$6.12M - $6.15M
|
91.6K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-120K- 41.17% |
$6.02M - $6.05M
|
171K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-107K- 4.39% |
$5.35M - $5.38M
|
2.32M
$117M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-99.9K- 47.55% |
$5.02M - $5.04M
|
110K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-93.6K- 37.1% |
$4.7M - $4.73M
|
159K
$8.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-84.8K- 26.41% |
$4.26M - $4.28M
|
236K
$11.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-83.5K- 17.68% |
$4.19M - $4.21M
|
389K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-82.6K- 82.71% |
$4.15M - $4.17M
|
17.3K
$871K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-80.8K- 52.53% |
$4.06M - $4.08M
|
73K
$3.68M
|