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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-190- 3.47% |
$9.55K - $9.6K
|
5.28K
$266K
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-141- 0.32% |
$7.09K - $7.12K
|
44.3K
$2.23M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-52- 0.3% |
$2.61K - $2.63K
|
17.3K
$869K
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-50- 0.28% |
$2.51K - $2.53K
|
17.9K
$900K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45- 3.16% |
$2.26K - $2.27K
|
1.38K
$69.4K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-34- 9.86% |
$1.71K - $1.72K
|
311
$15.7K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.02% |
$151 - $152
|
18K
$907K
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-528K- 74.31% |
$26.5M - $26.7M
|
183K
$9.2M
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-112K- 79.87% |
$5.61M - $5.64M
|
28.2K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-60.2K- 90.11% |
$3.02M - $3.04M
|
6.61K
$333K
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-30.2K- 31.73% |
$1.52M - $1.52M
|
64.9K
$3.27M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-24.9K- 42.69% |
$1.25M - $1.26M
|
33.5K
$1.68M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-23.8K- 11.73% |
$1.19M - $1.2M
|
179K
$9.01M
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.8K- 64.56% |
$945K - $949K
|
10.3K
$520K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 43.18% |
$758K - $761K
|
19.8K
$999K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.19K- 16.03% |
$411K - $413K
|
42.9K
$2.16M
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.9K- 51.47% |
$347K - $348K
|
6.51K
$328K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.33K- 19.18% |
$218K - $219K
|
18.3K
$920K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.54K- 47.09% |
$178K - $179K
|
3.98K
$200K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.23K- 32.12% |
$162K - $163K
|
6.82K
$343K
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
SELL
|
- |
-3K- 5.36% |
$151K - $151K
|
53K
$2.67M
|
|
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
$674K
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 19.83% |
$95.9K - $96.3K
|
7.72K
$389K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.71K- 33.24% |
$86K - $86.4K
|
3.44K
$173K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.29K- 51.88% |
$65K - $65.3K
|
1.2K
$60.4K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-208- 31.14% |
$10.4K - $10.5K
|
460
$23.2K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-202- 91.82% |
$10.1K - $10.2K
|
18
$906
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 30.63% |
$10K - $10.1K
|
453
$22.8K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-118- 42.6% |
$5.93K - $5.95K
|
159
$8.01K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-74- 0.75% |
$3.72K - $3.73K
|
9.81K
$494K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 0.27% |
$1.76K - $1.77K
|
12.9K
$650K
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-7- 0.09% |
$352 - $353
|
7.9K
$398K
|
|
Q4 2023 | |||||||
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-211K- 93.4% |
$10.6M - $10.6M
|
14.9K
$750K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-149K- 93.47% |
$7.5M - $7.54M
|
10.4K
$525K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-111K- 35.47% |
$5.58M - $5.61M
|
202K
$10.2M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-87.6K- 91.45% |
$4.4M - $4.42M
|
8.19K
$412K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-13.9K- 69.5% |
$698K - $702K
|
6.1K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-12.3K- 28.05% |
$617K - $620K
|
31.5K
$1.59M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.2K- 61.82% |
$611K - $615K
|
7.52K
$378K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 18.73% |
$523K - $526K
|
45.2K
$2.28M
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.1K- 68.77% |
$505K - $508K
|
4.57K
$230K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5.82K- 10.82% |
$292K - $294K
|
47.9K
$2.41M
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.21K- 41.96% |
$262K - $263K
|
7.2K
$363K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.81K- 40.83% |
$191K - $192K
|
5.52K
$278K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.76K- 29.57% |
$189K - $190K
|
8.95K
$450K
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.33K- 4.63% |
$167K - $168K
|
68.6K
$3.46M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.63K- 3.61% |
$132K - $133K
|
70.3K
$3.54M
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.2K- 5.57% |
$110K - $111K
|
37.2K
$1.87M
|