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 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-18.9K- 5.02% |
$951K - $956K
|
358K
$18M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.2K- 7.77% |
$914K - $918K
|
216K
$10.9M
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.6K- 16.8% |
$885K - $889K
|
87.1K
$4.39M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-17.4K- 6.47% |
$877K - $881K
|
252K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-17K- 12.08% |
$853K - $857K
|
123K
$6.22M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-17K- 34.85% |
$852K - $856K
|
31.7K
$1.6M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.9K- 33.99% |
$848K - $852K
|
32.8K
$1.65M
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-15.9K- 19.29% |
$802K - $806K
|
66.7K
$3.36M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-14.1K- 34.59% |
$709K - $713K
|
26.7K
$1.34M
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-12.9K- 8.45% |
$647K - $650K
|
140K
$7.03M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-12.6K- 80.75% |
$633K - $636K
|
3K
$151K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.4K- 8.79% |
$624K - $627K
|
129K
$6.48M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-12.4K- 15.7% |
$623K - $626K
|
66.6K
$3.35M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.2K- 6.01% |
$565K - $568K
|
176K
$8.86M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.5K- 2.77% |
$530K - $533K
|
371K
$18.7M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.2K- 3.4% |
$515K - $518K
|
291K
$14.7M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-10.1K- 5.57% |
$508K - $510K
|
171K
$8.62M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9K- 39.47% |
$453K - $455K
|
13.8K
$695K
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-8.42K- 2.03% |
$423K - $425K
|
407K
$20.5M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.17K- 54.3% |
$411K - $413K
|
6.88K
$346K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.95K- 12.18% |
$400K - $401K
|
57.3K
$2.88M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.35K- 10.6% |
$370K - $372K
|
62K
$3.12M
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-7.17K- 54.97% |
$360K - $362K
|
5.87K
$296K
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-6.97K- 8.76% |
$351K - $352K
|
72.7K
$3.66M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.95K- 68.37% |
$349K - $351K
|
3.21K
$162K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6.91K- 2.11% |
$348K - $349K
|
321K
$16.2M
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 18.17% |
$343K - $345K
|
30.8K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.78K- 96.93% |
$341K - $343K
|
215
$10.8K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.65K- 19.8% |
$334K - $336K
|
26.9K
$1.36M
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-6K- 3.5% |
$302K - $303K
|
165K
$8.32M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.44K- 11.06% |
$273K - $275K
|
43.7K
$2.2M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.26K- 30.92% |
$264K - $266K
|
11.7K
$591K
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.21K- 11.31% |
$262K - $263K
|
40.9K
$2.06M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.19K- 35.82% |
$261K - $262K
|
9.31K
$469K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.19K- 51.33% |
$261K - $262K
|
4.92K
$248K
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4.65K- 37.02% |
$234K - $235K
|
7.91K
$398K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.44K- 11.49% |
$223K - $224K
|
34.2K
$1.72M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.39K- 6.57% |
$221K - $222K
|
62.3K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.33K- 8.57% |
$218K - $219K
|
46.2K
$2.33M
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.12K- 2.29% |
$207K - $208K
|
175K
$8.83M
|
|
Jul 17, 2024
Q2 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-4.05K- 1.25% |
$204K - $205K
|
319K
$16.1M
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.03K- 10.95% |
$203K - $204K
|
32.8K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.67K- 5.27% |
$184K - $185K
|
65.8K
$3.32M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.45K- 54.52% |
$174K - $174K
|
2.88K
$145K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.39K- 8.33% |
$171K - $171K
|
37.4K
$1.88M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.38K- 10.33% |
$170K - $171K
|
29.3K
$1.48M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.19K- 3.56% |
$160K - $161K
|
86.3K
$4.35M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.91K- 7.81% |
$146K - $147K
|
34.3K
$1.73M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.79K- 36.26% |
$140K - $141K
|
4.91K
$247K
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.76K- 20.66% |
$139K - $139K
|
10.6K
$533K
|