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 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-19.2K- 19.49% |
$964K - $969K
|
79.3K
$4M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-13.2K- 73.94% |
$664K - $667K
|
4.66K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 72.11% |
$587K - $590K
|
4.52K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.28K- 59.33% |
$315K - $317K
|
4.3K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-6.08K- 5.61% |
$305K - $307K
|
102K
$5.16M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.04K- 92.79% |
$303K - $305K
|
469
$23.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.76K- 10.05% |
$289K - $291K
|
51.5K
$2.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-2.9K- 1.18% |
$146K - $147K
|
243K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.65K- 7.09% |
$133K - $134K
|
34.7K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.63KClosed |
$132K - $133K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.15K- 34.4% |
$108K - $109K
|
4.1K
$207K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 6.33% |
$104K - $105K
|
30.7K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.87K- 4.65% |
$94K - $94.5K
|
38.4K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.47K- 17.98% |
$73.8K - $74.2K
|
6.71K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.14K- 17.26% |
$57K - $57.3K
|
5.45K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 20.38% |
$53.6K - $53.9K
|
4.17K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-949- 11.04% |
$47.6K - $47.9K
|
7.65K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-866- 3.04% |
$43.5K - $43.7K
|
27.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-577- 41.84% |
$29K - $29.1K
|
802
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189- 73.26% |
$9.49K - $9.54K
|
69
$3.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-160- 2.56% |
$8.03K - $8.08K
|
6.1K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 88.69% |
$7.48K - $7.52K
|
19
$959
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-54- 1.16% |
$2.71K - $2.73K
|
4.61K
$233K
|
|
| Q2 2024 | |||||||
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-64.5K- 18.09% |
$3.24M - $3.26M
|
292K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35K- 88.27% |
$1.76M - $1.77M
|
4.65K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-28.4K- 21.81% |
$1.43M - $1.43M
|
102K
$5.14M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-12.3K- 16.85% |
$617K - $620K
|
60.5K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-6.97K- 8.76% |
$351K - $352K
|
72.7K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.78K- 96.93% |
$341K - $343K
|
215
$10.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.19K- 51.33% |
$261K - $262K
|
4.92K
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.98K- 31.14% |
$99.7K - $100K
|
4.39K
$221K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 1.84% |
$63.3K - $63.6K
|
67.2K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1K- 9.69% |
$50.3K - $50.5K
|
9.32K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-896- 5.21% |
$45.1K - $45.3K
|
16.3K
$822K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-798- 11.98% |
$40.1K - $40.3K
|
5.87K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-513- 51.3% |
$25.8K - $25.9K
|
487
$24.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-430- 7.86% |
$21.6K - $21.7K
|
5.04K
$254K
|
|
|
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
$9.69K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-52- 0.3% |
$2.61K - $2.63K
|
17.3K
$871K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-112K- 79.87% |
$5.61M - $5.64M
|
28.2K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-30.2K- 31.73% |
$1.52M - $1.52M
|
64.9K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.8K- 64.56% |
$945K - $949K
|
10.3K
$521K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 43.18% |
$758K - $761K
|
19.8K
$1M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.54K- 47.09% |
$178K - $179K
|
3.98K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.23K- 32.12% |
$162K - $163K
|
6.82K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.9K- 34.35% |
$146K - $146K
|
5.54K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.22K- 32.89% |
$111K - $112K
|
4.52K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.01K- 13.03% |
$101K - $101K
|
13.4K
$675K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 19.83% |
$95.9K - $96.3K
|
7.72K
$389K
|
|