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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-224K- 59.48% |
$11.2M - $11.3M
|
152K
$7.67M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-138K- 49.55% |
$6.92M - $6.96M
|
140K
$7.07M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-132K- 14.28% |
$6.62M - $6.66M
|
792K
$39.9M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-123K- 49.24% |
$6.18M - $6.22M
|
127K
$6.39M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-83.5K- 17.68% |
$4.19M - $4.21M
|
389K
$19.6M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-80.7K- 27.37% |
$4.05M - $4.07M
|
214K
$10.8M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-79.9K- 86.41% |
$4.01M - $4.03M
|
12.6K
$632K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-58.9K- 8.86% |
$2.96M - $2.97M
|
606K
$30.5M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-58.4K- 89.98% |
$2.93M - $2.95M
|
6.51K
$328K
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-57.8K- 4.07% |
$2.9M - $2.92M
|
1.36M
$68.6M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-36.1K- 9.88% |
$1.81M - $1.82M
|
330K
$16.6M
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-34.7K- 6.59% |
$1.74M - $1.75M
|
492K
$24.8M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-30.4K- 11.5% |
$1.53M - $1.53M
|
234K
$11.8M
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-29.5K- 12.49% |
$1.48M - $1.49M
|
207K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.3K- 72.06% |
$1.22M - $1.23M
|
9.41K
$474K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-23.8K- 49.04% |
$1.19M - $1.2M
|
24.7K
$1.25M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-21K- 2.9% |
$1.05M - $1.06M
|
702K
$35.3M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-19.7K- 60.6% |
$988K - $994K
|
12.8K
$645K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.2K- 79.23% |
$965K - $971K
|
5.04K
$254K
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-19.2K- 19.49% |
$964K - $969K
|
79.3K
$3.99M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-15.5K- 56.55% |
$777K - $781K
|
11.9K
$599K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14.1K- 33.9% |
$708K - $712K
|
27.5K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-12.8K- 4.03% |
$644K - $648K
|
306K
$15.4M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-11K- 25.48% |
$552K - $555K
|
32.1K
$1.62M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 59.39% |
$321K - $322K
|
4.37K
$220K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-5.21K- 68.49% |
$261K - $263K
|
2.4K
$121K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5K- 34.25% |
$251K - $252K
|
9.6K
$483K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.57K- 13.82% |
$230K - $231K
|
28.5K
$1.44M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.5K- 50.3% |
$226K - $227K
|
4.44K
$224K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.57K- 6.33% |
$129K - $130K
|
38K
$1.91M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.67K- 20.38% |
$83.8K - $84.3K
|
6.52K
$328K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.47K- 17.98% |
$73.8K - $74.2K
|
6.71K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.44K- 2.75% |
$72.2K - $72.6K
|
50.9K
$2.56M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.18K- 8.22% |
$59.4K - $59.8K
|
13.2K
$666K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 20.38% |
$53.6K - $53.9K
|
4.17K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-916- 1.61% |
$46K - $46.2K
|
55.8K
$2.81M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-866- 3.04% |
$43.5K - $43.7K
|
27.6K
$1.39M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-830- 1.16% |
$41.7K - $41.9K
|
70.5K
$3.55M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-782- 4.49% |
$39.3K - $39.5K
|
16.6K
$837K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-527- 26.51% |
$26.5K - $26.6K
|
1.46K
$73.6K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-369- 2.36% |
$18.5K - $18.6K
|
15.2K
$768K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-325- 2.13% |
$16.3K - $16.4K
|
14.9K
$751K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-280- 5.85% |
$14.1K - $14.1K
|
4.51K
$227K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-270- 4.93% |
$13.6K - $13.6K
|
5.21K
$262K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-269- 0.77% |
$13.5K - $13.6K
|
34.7K
$1.75M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-167- 17.18% |
$8.38K - $8.43K
|
805
$40.5K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-124- 1.36% |
$6.22K - $6.26K
|
9.03K
$454K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-8- 0.29% |
$402 - $404
|
2.79K
$140K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.54M- 18.3% |
$228M - $230M
|
20.3M
$1.02B
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.85M- 93.62% |
$93.1M - $93.5M
|
126K
$6.35M
|