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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-5.01M- 18.32% |
$252M - $253M
|
22.3M
$1.13B
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.9M- 99.98% |
$95.8M - $96.1M
|
382
$19.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-799K- 52.7% |
$40.2M - $40.3M
|
717K
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-624K- 11.14% |
$31.4M - $31.5M
|
4.97M
$251M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-500K- 21.22% |
$25.2M - $25.3M
|
1.86M
$93.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-443K- 41.84% |
$22.3M - $22.4M
|
616K
$31M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-340K- 66.84% |
$17.1M - $17.2M
|
169K
$8.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-292K- 5.06% |
$14.7M - $14.7M
|
5.47M
$276M
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-239K- 41.14% |
$12M - $12.1M
|
343K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-221K- 43.41% |
$11.1M - $11.2M
|
288K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-215K- 14.2% |
$10.8M - $10.9M
|
1.3M
$65.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200K- 11.05% |
$10.1M - $10.1M
|
1.61M
$81.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-196K- 15.72% |
$9.86M - $9.89M
|
1.05M
$53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-193K- 28.58% |
$9.72M - $9.76M
|
483K
$24.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-184K- 18.51% |
$9.26M - $9.29M
|
811K
$40.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170K- 44.74% |
$8.56M - $8.59M
|
210K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-164K- 50.37% |
$8.23M - $8.26M
|
161K
$8.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-163K- 87.64% |
$8.19M - $8.22M
|
23K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-149K- 17.62% |
$7.5M - $7.53M
|
697K
$35.1M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-144K- 41.88% |
$7.24M - $7.27M
|
200K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 8.04% |
$6.89M - $6.91M
|
1.57M
$78.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-132K- 82.56% |
$6.64M - $6.66M
|
27.9K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-130K- 80.46% |
$6.53M - $6.55M
|
31.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-127K- 30.24% |
$6.39M - $6.42M
|
293K
$14.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-123K- 35.77% |
$6.21M - $6.23M
|
222K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111K- 67.41% |
$5.57M - $5.59M
|
53.5K
$2.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-110K- 77.41% |
$5.52M - $5.55M
|
32.1K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-109K- 10.6% |
$5.46M - $5.48M
|
915K
$46.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-106K- 14.6% |
$5.32M - $5.34M
|
619K
$31.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-101K- 70.1% |
$5.08M - $5.1M
|
43.1K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-97.8K- 14.08% |
$4.92M - $4.94M
|
597K
$30.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-96.7K- 7.57% |
$4.86M - $4.88M
|
1.18M
$59.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-95.8K- 12.47% |
$4.82M - $4.84M
|
672K
$33.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-95.2K- 32.7% |
$4.79M - $4.81M
|
196K
$9.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-88.9K- 17.23% |
$4.47M - $4.49M
|
427K
$21.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-86.5K- 44.18% |
$4.35M - $4.36M
|
109K
$5.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-85.2K- 41.81% |
$4.28M - $4.3M
|
119K
$5.97M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-84.1K- 38.01% |
$4.23M - $4.25M
|
137K
$6.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-81.6K- 21.5% |
$4.1M - $4.12M
|
298K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-80.7K- 10.74% |
$4.06M - $4.07M
|
671K
$33.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-78.7K- 56.44% |
$3.96M - $3.97M
|
60.8K
$3.06M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-77.6K- 62.55% |
$3.9M - $3.92M
|
46.4K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-76.4K- 51.94% |
$3.84M - $3.86M
|
70.7K
$3.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-74.8K- 30.55% |
$3.76M - $3.78M
|
170K
$8.57M
|
|
|
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 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-56.3K- 24.7% |
$2.83M - $2.84M
|
171K
$8.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-55.5K- 18.45% |
$2.79M - $2.8M
|
245K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54.6K- 10.94% |
$2.75M - $2.76M
|
445K
$22.4M
|