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 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 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-235- 1.6% |
$11.8K - $11.9K
|
14.5K
$731K
|
|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27- 0.27% |
$1.36K - $1.36K
|
10.1K
$510K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12- 8.22% |
$603 - $606
|
134
$6.76K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 0.16% |
$302 - $303
|
3.8K
$192K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 0.74% |
$251 - $252
|
672
$33.9K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-467K- 2.43% |
$23.5M - $23.6M
|
18.8M
$947M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-458K- 35.29% |
$23M - $23.1M
|
839K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-353K- 10.22% |
$17.8M - $17.8M
|
3.11M
$157M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-315K- 52.58% |
$15.8M - $15.9M
|
284K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-293K- 20.27% |
$14.8M - $14.8M
|
1.15M
$58.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-214K- 8.33% |
$10.8M - $10.8M
|
2.36M
$119M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-213K- 8.37% |
$10.7M - $10.7M
|
2.33M
$118M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-207K- 57.04% |
$10.4M - $10.4M
|
156K
$7.85M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-185K- 56.56% |
$9.29M - $9.33M
|
142K
$7.16M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182K- 9.66% |
$9.16M - $9.2M
|
1.7M
$86M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-178K- 97.32% |
$8.94M - $8.98M
|
4.9K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-166K- 18.01% |
$8.37M - $8.41M
|
758K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-121K- 47.39% |
$6.1M - $6.12M
|
135K
$6.79M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116K- 99.97% |
$5.85M - $5.87M
|
40
$2.02K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112K- 61.67% |
$5.61M - $5.63M
|
69.3K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-108K- 14.02% |
$5.42M - $5.44M
|
661K
$33.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-107K- 47.36% |
$5.4M - $5.42M
|
119K
$6.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-89.7K- 6.56% |
$4.51M - $4.53M
|
1.28M
$64.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-81.9K- 26.43% |
$4.12M - $4.14M
|
228K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-80.8K- 33.58% |
$4.07M - $4.08M
|
160K
$8.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-75.7K- 25.88% |
$3.81M - $3.83M
|
217K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-68.8K- 23.21% |
$3.46M - $3.48M
|
228K
$11.5M
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-67.4K- 35.87% |
$3.39M - $3.4M
|
121K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-64.9K- 15.86% |
$3.26M - $3.28M
|
344K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-62.7K- 47.21% |
$3.15M - $3.17M
|
70.2K
$3.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-54.7K- 6.64% |
$2.75M - $2.76M
|
768K
$38.8M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-48.4K- 64.66% |
$2.44M - $2.45M
|
26.5K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-47.6K- 12.73% |
$2.4M - $2.41M
|
326K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-41.6K- 26.17% |
$2.09M - $2.1M
|
117K
$5.92M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-40.8K- 31.27% |
$2.05M - $2.06M
|
89.6K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-37.7K- 6.09% |
$1.9M - $1.91M
|
582K
$29.4M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-31.8K- 37.79% |
$1.6M - $1.61M
|
52.3K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.7K- 12.99% |
$1.49M - $1.5M
|
199K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-28.5K- 38.06% |
$1.44M - $1.44M
|
46.5K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-26.4K- 3.02% |
$1.33M - $1.33M
|
846K
$42.7M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-26.2K- 9.63% |
$1.32M - $1.32M
|
246K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-25.6K- 16.27% |
$1.29M - $1.29M
|
132K
$6.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 59.46% |
$1.28M - $1.28M
|
17.3K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-24K- 56.18% |
$1.21M - $1.21M
|
18.7K
$946K
|
|