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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.94K- 16.81% |
$148K - $149K
|
14.6K
$732K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.99K- 41.22% |
$150K - $151K
|
4.27K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.09K- 30.21% |
$155K - $156K
|
7.13K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.13K- 9.28% |
$157K - $158K
|
30.6K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.17K- 38.74% |
$159K - $160K
|
5.01K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.2K- 9.8% |
$161K - $162K
|
29.5K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.39K- 8.89% |
$171K - $171K
|
34.7K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.42K- 12.53% |
$172K - $173K
|
23.9K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.57K- 4.43% |
$179K - $180K
|
77K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.64K- 13.09% |
$183K - $184K
|
24.2K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.79K- 3.48% |
$190K - $191K
|
105K
$5.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.93K- 6.4% |
$198K - $198K
|
57.4K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.96K- 23.23% |
$199K - $200K
|
13.1K
$658K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.98K- 28.57% |
$200K - $201K
|
9.95K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.07K- 34.52% |
$205K - $205K
|
7.72K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-4.1K- 17.83% |
$206K - $207K
|
18.9K
$951K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.39K- 6.06% |
$221K - $222K
|
68K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.52K- 5.32% |
$228K - $228K
|
80.5K
$4.05M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.57K- 2.98% |
$230K - $231K
|
148K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.13K- 24.42% |
$258K - $259K
|
15.9K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.45K- 10.09% |
$274K - $275K
|
48.6K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-5.71K- 3.95% |
$287K - $288K
|
139K
$6.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-6.28K- 19.25% |
$316K - $317K
|
26.3K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-6.49K- 1.14% |
$326K - $328K
|
564K
$28.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.59K- 14.15% |
$332K - $333K
|
40K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.68K- 19.9% |
$336K - $337K
|
26.9K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.92K- 37.84% |
$348K - $350K
|
11.4K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-7.02K- 5.12% |
$353K - $354K
|
130K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.07K- 48.73% |
$356K - $357K
|
7.44K
$374K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.27K- 19.96% |
$365K - $367K
|
29.1K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9.28K- 42.98% |
$467K - $469K
|
12.3K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.39K- 4.43% |
$472K - $474K
|
203K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.44K- 12.59% |
$475K - $477K
|
65.5K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-9.7K- 0.5% |
$488K - $490K
|
1.94M
$97.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-10K- 52.51% |
$503K - $505K
|
9.05K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-10.6K- 6.17% |
$533K - $536K
|
161K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-10.6K- 2.02% |
$535K - $538K
|
515K
$25.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11K- 2.61% |
$556K - $558K
|
411K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11.5K- 24.88% |
$579K - $582K
|
34.8K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.6K- 39.06% |
$583K - $586K
|
18.1K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8K- 15.11% |
$593K - $596K
|
66.3K
$3.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.8K- 5.97% |
$595K - $598K
|
187K
$9.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-12.1K- 7.41% |
$609K - $612K
|
151K
$7.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.4K- 16.4% |
$624K - $627K
|
63.3K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-12.9K- 22.7% |
$650K - $653K
|
44K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 26.12% |
$651K - $653K
|
36.6K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.2K- 64.19% |
$713K - $715K
|
7.9K
$398K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14.9K- 44.25% |
$751K - $754K
|
18.8K
$947K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 67.17% |
$763K - $767K
|
7.42K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15.5K- 22.07% |
$779K - $783K
|
54.7K
$2.75M
|