Purchases and Sales Made in Q2 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
412K+ 38.25% |
$20.7M - $20.8M
|
1.49M
$74.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
377KNew |
$19M - $19M
|
377K
$19M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
169K+ 51.25% |
$8.51M - $8.55M
|
500K
$25.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
166K+ 85.38% |
$8.33M - $8.36M
|
360K
$18.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
133K+ 25.29% |
$6.69M - $6.71M
|
659K
$33.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
110K+ 276.94% |
$5.55M - $5.57M
|
150K
$7.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
81K+ 27.8% |
$4.07M - $4.09M
|
372K
$18.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80.1K+ 443.66% |
$4.03M - $4.04M
|
98.2K
$4.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
55.4K+ 28.65% |
$2.78M - $2.8M
|
249K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
51.4K+ 31.5% |
$2.58M - $2.59M
|
215K
$10.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
47.8K+ 1019.54% |
$2.4M - $2.41M
|
52.5K
$2.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
44.9K+ 15.99% |
$2.26M - $2.27M
|
326K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40.6K+ 22.99% |
$2.04M - $2.05M
|
217K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
32.2K+ 6.81% |
$1.62M - $1.63M
|
506K
$25.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 151.81% |
$1.09M - $1.1M
|
36.1K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$999K - $1M
|
19.9K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 2.44% |
$958K - $961K
|
800K
$40.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
18.4K+ 67.63% |
$924K - $927K
|
45.5K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.7KNew |
$787K - $790K
|
15.7K
$787K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 41.53% |
$764K - $767K
|
51.8K
$2.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 18.91% |
$759K - $762K
|
94.9K
$4.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.6K+ 85.59% |
$734K - $737K
|
31.7K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.4K+ 50.9% |
$575K - $577K
|
33.9K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.3K+ 5.1% |
$569K - $571K
|
233K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1K+ 13.86% |
$557K - $559K
|
91K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.1KNew |
$509K - $511K
|
10.1K
$510K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.81K+ 16.21% |
$493K - $495K
|
70.3K
$3.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.5KNew |
$377K - $379K
|
7.5K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.53K+ 53.04% |
$328K - $330K
|
18.8K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
6.02KNew |
$303K - $304K
|
6.02K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.44K+ 50.86% |
$274K - $275K
|
16.1K
$812K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.19K+ 41.59% |
$261K - $262K
|
17.7K
$888K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.08K+ 6.0% |
$255K - $256K
|
89.6K
$4.51M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.38K+ 59.49% |
$220K - $221K
|
11.7K
$590K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.2K+ 58.1% |
$161K - $161K
|
8.7K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.83K+ 22.46% |
$142K - $143K
|
15.4K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.6K+ 135.36% |
$131K - $131K
|
4.53K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.49K+ 7.97% |
$125K - $126K
|
33.8K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.32K+ 0.94% |
$117K - $117K
|
249K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.29K+ 10.12% |
$115K - $116K
|
24.9K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.25K+ 10.96% |
$113K - $113K
|
22.7K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.84KNew |
$92.6K - $93K
|
1.84K
$92.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.66K+ 34.67% |
$83.6K - $83.9K
|
6.46K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.23K+ 16.82% |
$62K - $62.2K
|
8.56K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.01K+ 2.65% |
$50.6K - $50.8K
|
39K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
678+ 4.13% |
$34.1K - $34.2K
|
17.1K
$861K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
655+ 1.34% |
$32.9K - $33.1K
|
49.7K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
524+ 8.97% |
$26.3K - $26.4K
|
6.37K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
521+ 11.47% |
$26.2K - $26.3K
|
5.06K
$255K
|