Purchases and Sales Made in Q1 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE FLOATING RATE TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 22.19% |
$90.7K - $91.1K
|
9.93K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.8K+ 0.43% |
$90.6K - $91K
|
425K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.71K+ 0.66% |
$85.8K - $86.2K
|
262K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.71K+ 1.48% |
$85.7K - $86.1K
|
117K
$5.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.63K+ 38.59% |
$81.8K - $82.2K
|
5.84K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.48K+ 22.1% |
$74.3K - $74.6K
|
8.16K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.45K+ 5.78% |
$73K - $73.3K
|
26.6K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.35K+ 6.57% |
$67.7K - $68K
|
21.8K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.32K+ 21.79% |
$66.2K - $66.5K
|
7.36K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.27K+ 239.06% |
$63.7K - $64K
|
1.8K
$90.4K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26K+ 15.74% |
$63.6K - $63.8K
|
9.29K
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.21K+ 5.63% |
$60.7K - $61K
|
22.7K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.13K+ 1.55% |
$56.6K - $56.9K
|
73.9K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.11K+ 1.68% |
$55.8K - $56.1K
|
67.3K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.11K+ 5.72% |
$55.8K - $56K
|
20.5K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.09K+ 21.47% |
$54.8K - $55K
|
6.17K
$310K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 1.41% |
$53.6K - $53.8K
|
76.5K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.03K+ 1.73% |
$51.9K - $52.1K
|
60.5K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.02K+ 2.56% |
$51K - $51.3K
|
40.6K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1K+ 1.96% |
$50.4K - $50.7K
|
52.2K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
966+ 82.35% |
$48.6K - $48.8K
|
2.14K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
898+ 1.94% |
$45.2K - $45.3K
|
47.1K
$2.37M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
861+ 4.37% |
$43.3K - $43.5K
|
20.5K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
752+ 0.1% |
$37.8K - $38K
|
775K
$39M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
707+ 17.78% |
$35.6K - $35.7K
|
4.68K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
699+ 8.87% |
$35.2K - $35.3K
|
8.58K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
690+ 2.87% |
$34.7K - $34.8K
|
24.7K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
645New |
$32.4K - $32.6K
|
645
$32.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
638+ 1.71% |
$32.1K - $32.2K
|
38K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
630New |
$31.7K - $31.8K
|
630
$31.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
615+ 3.89% |
$30.9K - $31.1K
|
16.4K
$827K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
590+ 2.58% |
$29.7K - $29.8K
|
23.5K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
581+ 7.34% |
$29.2K - $29.3K
|
8.5K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
575+ 13.01% |
$28.9K - $29K
|
5K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
565+ 7.13% |
$28.4K - $28.5K
|
8.48K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
545New |
$27.4K - $27.5K
|
545
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
544+ 76.73% |
$27.4K - $27.5K
|
1.25K
$63K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
526+ 10.44% |
$26.5K - $26.6K
|
5.57K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
407+ 1.52% |
$20.5K - $20.6K
|
27.2K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
407+ 7.12% |
$20.5K - $20.6K
|
6.12K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
379+ 2.04% |
$19.1K - $19.1K
|
19K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
336New |
$16.9K - $17K
|
336
$16.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
334+ 1.04% |
$16.8K - $16.9K
|
32.6K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
299+ 1573.68% |
$15K - $15.1K
|
318
$16K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
293+ 0.58% |
$14.7K - $14.8K
|
51.2K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
253+ 2.7% |
$12.7K - $12.8K
|
9.62K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
246New |
$12.4K - $12.4K
|
246
$12.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
239+ 1.93% |
$12K - $12.1K
|
12.6K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
223+ 0.08% |
$11.2K - $11.3K
|
278K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
220+ 0.82% |
$11.1K - $11.1K
|
27K
$1.36M
|