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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 98.31% |
$172K - $173K
|
59
$2.98K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 42.42% |
$2.11K - $2.12K
|
57
$2.88K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-115K- 47.01% |
$5.78M - $5.8M
|
130K
$6.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-75.9K- 88.05% |
$3.81M - $3.82M
|
10.3K
$520K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12.6K- 89.14% |
$631K - $633K
|
1.53K
$77.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-12.2K- 73.98% |
$613K - $616K
|
4.3K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.01K- 33.01% |
$302K - $303K
|
12.2K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-4.23K- 1.84% |
$212K - $213K
|
226K
$11.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-214- 82.63% |
$10.7K - $10.8K
|
45
$2.27K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-179- 89.5% |
$8.99K - $9.02K
|
21
$1.06K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-90K- 25.71% |
$4.52M - $4.53M
|
260K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-60K- 34.28% |
$3.01M - $3.02M
|
115K
$5.8M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-20KClosed |
$1M - $1.01M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-15.1KClosed |
$758K - $760K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.77K- 35.95% |
$491K - $492K
|
17.4K
$879K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 29.37% |
$134K - $134K
|
6.39K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-922- 12.54% |
$46.3K - $46.5K
|
6.43K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-513- 39.71% |
$25.8K - $25.8K
|
779
$39.3K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.66KClosed |
$285K - $285K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-305- 2.48% |
$15.3K - $15.4K
|
12K
$606K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-51- 4.42% |
$2.56K - $2.57K
|
1.1K
$55.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 42.11% |
$402 - $403
|
11
$555
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-134- 50.19% |
$6.72K - $6.74K
|
133
$6.71K
|
|