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 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
308+ 3.63% |
$15.5K - $15.5K
|
8.79K
$442K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
259+ 4.81% |
$13K - $13.1K
|
5.65K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
202+ 0.16% |
$10.2K - $10.2K
|
130K
$6.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
165+ 257.81% |
$8.3K - $8.33K
|
229
$11.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
142+ 2.94% |
$7.14K - $7.17K
|
4.98K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
129+ 1.09% |
$6.49K - $6.51K
|
12K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63+ 6.74% |
$3.17K - $3.18K
|
998
$50.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
59New |
$2.97K - $2.98K
|
59
$2.97K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19+ 0.14% |
$955 - $959
|
13.4K
$672K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 1.15% |
$251 - $252
|
440
$22.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-5- 0.74% |
$251 - $252
|
672
$33.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-27- 0.27% |
$1.36K - $1.36K
|
10.1K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-29- 0.2% |
$1.46K - $1.46K
|
14.6K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-55- 1.17% |
$2.77K - $2.78K
|
4.65K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-215- 0.19% |
$10.8K - $10.9K
|
115K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-273- 0.64% |
$13.7K - $13.8K
|
42.6K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-335- 1.24% |
$16.8K - $16.9K
|
26.6K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-629- 1.43% |
$31.6K - $31.7K
|
43.2K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-648- 2.3% |
$32.6K - $32.7K
|
27.6K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-652- 3.23% |
$32.8K - $32.9K
|
19.5K
$983K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-795- 9.63% |
$40K - $40.1K
|
7.46K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.19K- 4.23% |
$59.7K - $60K
|
26.9K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.87K- 3.17% |
$94K - $94.4K
|
57K
$2.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.35K- 2.48% |
$118K - $119K
|
92.4K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 22.11% |
$145K - $146K
|
10.2K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.04K- 13.47% |
$153K - $153K
|
19.5K
$982K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.98K- 14.8% |
$200K - $201K
|
22.9K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-7.28K- 51.73% |
$366K - $368K
|
6.8K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.49K- 6.55% |
$376K - $378K
|
107K
$5.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.04K- 15.42% |
$404K - $406K
|
44.1K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.3K- 2.76% |
$570K - $573K
|
400K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-13.1K- 4.83% |
$658K - $660K
|
258K
$13M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-14.4K- 3.33% |
$725K - $727K
|
418K
$21.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17K- 7.83% |
$857K - $860K
|
200K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19K- 18.08% |
$954K - $957K
|
86K
$4.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-19.1K- 3.01% |
$961K - $965K
|
616K
$31M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-27.1K- 42.86% |
$1.36M - $1.37M
|
36.2K
$1.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.5K- 43.98% |
$1.64M - $1.64M
|
41.4K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.4K- 58.11% |
$1.68M - $1.68M
|
24.1K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-35K- 12.78% |
$1.76M - $1.77M
|
239K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-40.1K- 43.91% |
$2.02M - $2.02M
|
51.2K
$2.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-81.6K- 21.5% |
$4.1M - $4.12M
|
298K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-88.9K- 17.23% |
$4.47M - $4.49M
|
427K
$21.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-95.2K- 32.7% |
$4.79M - $4.81M
|
196K
$9.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-123K- 35.77% |
$6.21M - $6.23M
|
222K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-130K- 80.46% |
$6.53M - $6.55M
|
31.5K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270K- 57.49% |
$13.6M - $13.6M
|
200K
$10M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-286K- 46.73% |
$14.4M - $14.4M
|
326K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.9M- 99.98% |
$95.8M - $96.1M
|
382
$19.2K
|