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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-406KClosed |
$20.4M - $20.5M
|
0
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-367K- 26.63% |
$18.4M - $18.5M
|
1.01M
$50.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-262K- 99.96% |
$13.2M - $13.2M
|
113
$5.69K
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-112K- 29.19% |
$5.63M - $5.65M
|
272K
$13.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-70.4K- 16.82% |
$3.54M - $3.55M
|
348K
$17.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-43.9K- 8.63% |
$2.21M - $2.21M
|
465K
$23.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-42K- 54.98% |
$2.11M - $2.12M
|
34.4K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-36K- 27.77% |
$1.81M - $1.81M
|
93.6K
$4.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-34.3K- 10.93% |
$1.72M - $1.73M
|
280K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.1K- 23.78% |
$1.71M - $1.72M
|
109K
$5.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-22.6K- 4.75% |
$1.14M - $1.14M
|
454K
$22.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-19.7K- 9.37% |
$991K - $994K
|
191K
$9.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-19.4K- 20.05% |
$976K - $979K
|
77.4K
$3.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.4K- 1.86% |
$725K - $727K
|
762K
$38.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-12.9K- 35.88% |
$650K - $652K
|
23.1K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-8.57K- 52.13% |
$430K - $432K
|
7.87K
$396K
|
|
|
Jan 16, 2026
Q4 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-5.2K- 5.33% |
$261K - $262K
|
92.4K
$4.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.49K- 19.39% |
$226K - $226K
|
18.7K
$940K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.38K- 16.87% |
$220K - $221K
|
21.6K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-4.26K- 39.37% |
$214K - $215K
|
6.56K
$330K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-4.05K- 16.87% |
$203K - $204K
|
20K
$1M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.04K- 9.72% |
$203K - $204K
|
37.5K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.42K- 23.9% |
$121K - $122K
|
7.69K
$387K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 23.03% |
$103K - $103K
|
6.85K
$345K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.71K- 1.92% |
$85.9K - $86.1K
|
87.4K
$4.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
SELL
|
- |
-1.66K- 10.32% |
$83.3K - $83.6K
|
14.4K
$726K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.57K- 12.45% |
$79K - $79.3K
|
11.1K
$557K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 11.36% |
$51K - $51.2K
|
7.93K
$399K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-900- 18.28% |
$45.2K - $45.4K
|
4.02K
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-765- 1.79% |
$38.4K - $38.6K
|
42.1K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-524- 6.16% |
$26.3K - $26.4K
|
7.98K
$402K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-520- 5.23% |
$26.1K - $26.2K
|
9.43K
$475K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-502- 84.8% |
$25.2K - $25.3K
|
90
$4.53K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-495- 6.62% |
$24.9K - $24.9K
|
6.98K
$352K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-437- 0.97% |
$22K - $22K
|
44.5K
$2.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-427- 4.43% |
$21.5K - $21.5K
|
9.21K
$464K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 7.71% |
$7.13K - $7.16K
|
1.7K
$85.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-63- 0.83% |
$3.17K - $3.18K
|
7.53K
$379K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.28% |
$2.11K - $2.12K
|
15K
$756K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6- 0.12% |
$301 - $302
|
4.98K
$251K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5M- 92.33% |
$75.2M - $75.5M
|
124K
$6.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31M- 8.42% |
$65.9M - $66.2M
|
14.3M
$719M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 5.76% |
$54.2M - $54.5M
|
17.7M
$889M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-961K- 55.26% |
$48.3M - $48.5M
|
778K
$39.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-724K- 4.57% |
$36.4M - $36.6M
|
15.1M
$760M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-702K- 3.14% |
$35.2M - $35.4M
|
21.6M
$1.09B
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-686K- 13.79% |
$34.5M - $34.6M
|
4.29M
$216M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-662K- 8.02% |
$33.2M - $33.4M
|
7.59M
$382M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-591K- 86.27% |
$29.7M - $29.8M
|
94K
$4.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-565K- 99.03% |
$28.4M - $28.5M
|
5.54K
$279K
|
|