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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.71M- 7.04% |
$86.1M - $86.5M
|
22.6M
$1.14B
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-908K- 14.92% |
$45.7M - $45.9M
|
5.18M
$261M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-855K- 19.08% |
$43M - $43.2M
|
3.63M
$183M
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-664K- 59.95% |
$33.4M - $33.6M
|
444K
$22.3M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-604K- 8.38% |
$30.4M - $30.5M
|
6.6M
$332M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-376K- 89.67% |
$18.9M - $19M
|
43.4K
$2.18M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-360K- 54.41% |
$18.1M - $18.2M
|
302K
$15.2M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-345K- 67.57% |
$17.4M - $17.4M
|
166K
$8.34M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-255K- 15.31% |
$12.8M - $12.9M
|
1.41M
$71M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-209K- 4.3% |
$10.5M - $10.6M
|
4.66M
$235M
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-190K- 33.37% |
$9.56M - $9.61M
|
380K
$19.1M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-188K- 76.47% |
$9.45M - $9.5M
|
57.8K
$2.91M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-182K- 28.36% |
$9.14M - $9.18M
|
459K
$23.1M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-159K- 5.87% |
$8.01M - $8.05M
|
2.55M
$129M
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-123K- 47.87% |
$6.17M - $6.2M
|
134K
$6.73M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-92.8K- 90.5% |
$4.67M - $4.69M
|
9.74K
$490K
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-91.6K- 65.26% |
$4.6M - $4.63M
|
48.7K
$2.45M
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-91.2K- 9.94% |
$4.58M - $4.61M
|
826K
$41.6M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-86.3K- 3.44% |
$4.34M - $4.36M
|
2.42M
$122M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-84K- 52.34% |
$4.22M - $4.24M
|
76.5K
$3.85M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-81.3K- 11.01% |
$4.09M - $4.11M
|
657K
$33.1M
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-72.8K- 14.04% |
$3.66M - $3.68M
|
446K
$22.4M
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-69.8K- 8.88% |
$3.51M - $3.53M
|
717K
$36.1M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-69.3K- 11.36% |
$3.48M - $3.5M
|
541K
$27.2M
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-64.5K- 18.09% |
$3.24M - $3.26M
|
292K
$14.7M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-52.3K- 5.65% |
$2.63M - $2.64M
|
873K
$43.9M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-46.9K- 30.09% |
$2.36M - $2.37M
|
109K
$5.49M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-45.9K- 3.71% |
$2.31M - $2.32M
|
1.19M
$60M
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-45.4K- 25.9% |
$2.28M - $2.29M
|
130K
$6.53M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.2K- 1.06% |
$2.12M - $2.13M
|
3.93M
$198M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.1K- 14.9% |
$1.92M - $1.92M
|
218K
$11M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.9K- 0.18% |
$1.9M - $1.91M
|
20.6M
$1.04B
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-36K- 14.56% |
$1.81M - $1.82M
|
211K
$10.6M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-35.8K- 5.59% |
$1.8M - $1.81M
|
604K
$30.4M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35K- 88.27% |
$1.76M - $1.77M
|
4.65K
$234K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-34.8K- 20.12% |
$1.75M - $1.76M
|
138K
$6.96M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-29K- 3.84% |
$1.46M - $1.46M
|
726K
$36.5M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-28.4K- 21.81% |
$1.43M - $1.43M
|
102K
$5.13M
|
|
Aug 14, 2024
Q2 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-27.5K- 10.05% |
$1.38M - $1.39M
|
246K
$12.4M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.2K- 11.69% |
$1.37M - $1.37M
|
205K
$10.3M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-27.1K- 19.58% |
$1.36M - $1.37M
|
111K
$5.6M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.8K- 8.83% |
$1.35M - $1.35M
|
276K
$13.9M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.7K- 33.7% |
$1.29M - $1.3M
|
50.6K
$2.55M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.6K- 23.81% |
$1.23M - $1.24M
|
78.6K
$3.96M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-23.4K- 12.98% |
$1.18M - $1.18M
|
157K
$7.91M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-22.7K- 12.99% |
$1.14M - $1.15M
|
152K
$7.65M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22.3K- 10.52% |
$1.12M - $1.13M
|
189K
$9.54M
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-22K- 16.78% |
$1.11M - $1.11M
|
109K
$5.5M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22K- 2.53% |
$1.11M - $1.11M
|
848K
$42.7M
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-19.5K- 15.25% |
$980K - $985K
|
108K
$5.46M
|