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 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.63K- 9.31% |
$132K - $133K
|
25.6K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 4.38% |
$126K - $127K
|
54.9K
$2.76M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.51K- 37.49% |
$126K - $127K
|
4.18K
$211K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.49K- 83.56% |
$125K - $126K
|
490
$24.7K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.26K- 4.45% |
$113K - $114K
|
48.5K
$2.44M
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.25K- 6.26% |
$113K - $114K
|
33.6K
$1.69M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.22K- 9.81% |
$112K - $112K
|
20.4K
$1.03M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.22K- 12.06% |
$112K - $112K
|
16.2K
$814K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.19K- 1.62% |
$110K - $111K
|
133K
$6.71M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.12K- 0.2% |
$107K - $107K
|
1.05M
$52.9M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.02K- 0.91% |
$102K - $102K
|
219K
$11M
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.98K- 31.14% |
$99.7K - $100K
|
4.39K
$221K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.78K- 2.11% |
$89.2K - $89.7K
|
82.3K
$4.15M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-1.72K- 2.91% |
$86.4K - $86.8K
|
57.3K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.57K- 15.07% |
$78.7K - $79.1K
|
8.82K
$444K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.56K- 16.12% |
$78.6K - $79K
|
8.14K
$410K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.55KClosed |
$77.9K - $78.3K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.53K- 11.95% |
$76.9K - $77.2K
|
11.3K
$567K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 12.61% |
$76.2K - $76.5K
|
10.5K
$528K
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.35K- 10.73% |
$67.7K - $68K
|
11.2K
$564K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.31K- 1.0% |
$65.6K - $65.9K
|
129K
$6.48M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 1.84% |
$63.3K - $63.6K
|
67.2K
$3.38M
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-1.25K- 0.73% |
$63K - $63.3K
|
171K
$8.62M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.19K- 0.6% |
$59.9K - $60.2K
|
196K
$9.87M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.14K- 16.01% |
$57.2K - $57.5K
|
5.97K
$300K
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.1K- 14.97% |
$55.3K - $55.6K
|
6.25K
$315K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.06K- 2.56% |
$53.3K - $53.6K
|
40.4K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.06K- 13.86% |
$53.2K - $53.5K
|
6.58K
$331K
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1K- 9.69% |
$50.3K - $50.5K
|
9.32K
$469K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-928- 9.69% |
$46.7K - $46.9K
|
8.65K
$435K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-896- 5.21% |
$45.1K - $45.3K
|
16.3K
$821K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-870- 8.57% |
$43.7K - $44K
|
9.28K
$467K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-798- 11.98% |
$40.1K - $40.3K
|
5.87K
$295K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-696- 7.49% |
$35K - $35.2K
|
8.6K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-685- 0.29% |
$34.4K - $34.6K
|
240K
$12.1M
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-635- 10.23% |
$31.9K - $32.1K
|
5.58K
$281K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-570- 7.63% |
$28.7K - $28.8K
|
6.9K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-513- 51.3% |
$25.8K - $25.9K
|
487
$24.5K
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-450- 7.57% |
$22.6K - $22.7K
|
5.5K
$277K
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-430- 7.86% |
$21.6K - $21.7K
|
5.04K
$254K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-411- 2.66% |
$20.7K - $20.8K
|
15K
$756K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-393- 0.52% |
$19.8K - $19.9K
|
74.8K
$3.77M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-375- 7.0% |
$18.9K - $18.9K
|
4.98K
$251K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-375- 66.14% |
$18.9K - $18.9K
|
192
$9.67K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-357- 0.02% |
$17.9K - $18K
|
2M
$101M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-292- 0.4% |
$14.7K - $14.8K
|
72.7K
$3.66M
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-275- 4.73% |
$13.8K - $13.9K
|
5.54K
$279K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-273- 1.7% |
$13.7K - $13.8K
|
15.8K
$796K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-230- 4.61% |
$11.6K - $11.6K
|
4.76K
$240K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-199- 0.92% |
$10K - $10.1K
|
21.5K
$1.08M
|