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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
210+ 2.33% |
$10.6K - $10.6K
|
9.23K
$464K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
134+ 1116.67% |
$6.74K - $6.77K
|
146
$7.35K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
133New |
$6.69K - $6.72K
|
133
$6.69K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
122+ 1.04% |
$6.14K - $6.16K
|
11.9K
$598K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
110+ 1.04% |
$5.53K - $5.56K
|
10.7K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
110+ 0.55% |
$5.53K - $5.56K
|
20.2K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
109+ 0.21% |
$5.48K - $5.5K
|
51.7K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
77+ 8.97% |
$3.87K - $3.89K
|
935
$47K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
70+ 1.47% |
$3.52K - $3.54K
|
4.83K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
49+ 1.05% |
$2.46K - $2.47K
|
4.71K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
48New |
$2.41K - $2.42K
|
48
$2.41K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40+ 0.3% |
$2.01K - $2.02K
|
13.3K
$671K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
27+ 0.1% |
$1.36K - $1.36K
|
28.2K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.67% |
$1.31K - $1.31K
|
3.89K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17+ 0.37% |
$855 - $859
|
4.59K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 1.06% |
$855 - $859
|
1.62K
$81.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.15% |
$855 - $859
|
11.3K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
11New |
$553 - $556
|
11
$553
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.93% |
$201 - $202
|
435
$21.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.03% |
$101 - $101
|
197
$9.91K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.72% |
$50.3 - $50.5
|
140
$7.04K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.78% |
$50.3 - $50.5
|
130
$6.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1New |
$50.3 - $50.5
|
1
$50.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-6- 0.13% |
$302 - $303
|
4.66K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8- 11.11% |
$402 - $404
|
64
$3.22K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9- 0.68% |
$453 - $455
|
1.32K
$66.6K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-9- 0.15% |
$453 - $455
|
5.88K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-25- 0.19% |
$1.26K - $1.26K
|
13.2K
$666K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-30- 0.19% |
$1.51K - $1.52K
|
15.5K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-58- 1.83% |
$2.92K - $2.93K
|
3.12K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-62- 0.21% |
$3.12K - $3.13K
|
28.8K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-63- 1.03% |
$3.17K - $3.18K
|
6.05K
$304K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-65- 94.2% |
$3.27K - $3.28K
|
4
$201
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 0.76% |
$5.03K - $5.05K
|
13.1K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 1.95% |
$5.03K - $5.05K
|
5.04K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 0.93% |
$5.03K - $5.05K
|
10.6K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-101- 1.38% |
$5.08K - $5.1K
|
7.23K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-103- 1.36% |
$5.18K - $5.2K
|
7.49K
$377K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-129- 65.15% |
$6.49K - $6.51K
|
69
$3.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-142- 12.42% |
$7.14K - $7.17K
|
1K
$50.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-152- 1.2% |
$7.64K - $7.68K
|
12.5K
$627K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-183- 2.16% |
$9.2K - $9.24K
|
8.29K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-199- 0.45% |
$10K - $10K
|
43.8K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-206- 4.34% |
$10.4K - $10.4K
|
4.54K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-211- 0.78% |
$10.6K - $10.7K
|
26.8K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-249- 1.31% |
$12.5K - $12.6K
|
18.7K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-259- 11.87% |
$13K - $13.1K
|
1.92K
$96.7K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-260- 3.82% |
$13.1K - $13.1K
|
6.54K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-272- 42.43% |
$13.7K - $13.7K
|
369
$18.6K
|