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 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
$634K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-76.5K- 30.86% |
$3.84M - $3.86M
|
171K
$8.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-68.2K- 19.05% |
$3.42M - $3.44M
|
290K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-66.1K- 23.79% |
$3.32M - $3.34M
|
212K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-64.4K- 8.99% |
$3.23M - $3.25M
|
652K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-62.7K- 27.11% |
$3.15M - $3.17M
|
169K
$8.51M
|
|
|
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
$68.8M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-57.5K- 54.55% |
$2.88M - $2.9M
|
47.9K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55K- 25.09% |
$2.76M - $2.77M
|
164K
$8.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.1K- 3.36% |
$2.51M - $2.53M
|
1.44M
$72.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49.9K- 32.68% |
$2.5M - $2.52M
|
103K
$5.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-45.4K- 25.91% |
$2.28M - $2.29M
|
130K
$6.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-43K- 69.04% |
$2.16M - $2.17M
|
19.3K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Adar1 Capital Management, LLC
Austin, TX |
SELL
|
- |
-43K- 81.13% |
$2.16M - $2.17M
|
10K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.2K- 31.22% |
$2.02M - $2.03M
|
88.5K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-38.7K- 27.7% |
$1.94M - $1.95M
|
101K
$5.09M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-36.1K- 9.88% |
$1.81M - $1.82M
|
330K
$16.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-35.9K- 11.15% |
$1.8M - $1.81M
|
286K
$14.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-34.7K- 6.59% |
$1.74M - $1.75M
|
492K
$24.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-34.1K- 11.27% |
$1.71M - $1.72M
|
269K
$13.5M
|
|
|
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 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-28.3K- 30.69% |
$1.42M - $1.43M
|
63.9K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-27K- 4.87% |
$1.36M - $1.36M
|
528K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-26.8K- 55.34% |
$1.35M - $1.35M
|
21.7K
$1.09M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-26.6K- 30.58% |
$1.34M - $1.34M
|
60.5K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25.2K- 54.48% |
$1.26M - $1.27M
|
21K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.3K- 72.06% |
$1.22M - $1.23M
|
9.41K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-23.8K- 49.04% |
$1.19M - $1.2M
|
24.7K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.8K- 2.72% |
$1.19M - $1.2M
|
849K
$42.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-21K- 2.9% |
$1.05M - $1.06M
|
702K
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.4K- 21.24% |
$1.02M - $1.03M
|
75.5K
$3.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-19.7K- 60.6% |
$988K - $994K
|
12.8K
$646K
|
|
|
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
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18.3K- 43.79% |
$918K - $923K
|
23.5K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.3K- 74.24% |
$918K - $923K
|
6.34K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.3K- 62.3% |
$917K - $922K
|
11.1K
$558K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-18.2K- 42.46% |
$914K - $919K
|
24.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-16.5K- 13.36% |
$828K - $833K
|
107K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16.2K- 14.28% |
$815K - $820K
|
97.4K
$4.92M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-15.5K- 56.55% |
$777K - $781K
|
11.9K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 1.09% |
$771K - $776K
|
1.39M
$70.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.9K- 6.21% |
$748K - $752K
|
225K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14.2K- 20.14% |
$712K - $716K
|
56.2K
$2.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14.1K- 33.9% |
$708K - $712K
|
27.5K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.5K- 68.17% |
$676K - $680K
|
6.29K
$317K
|