Latest Institutional Transactions on Wisdomtree Floating Rate Treas (USFR)
This table provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3K+ 9.85% |
$151K - $151K
|
33.5K
$1.69M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
329+ 1.23% |
$16.5K - $16.6K
|
27K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.63K+ 9.31% |
$132K - $133K
|
30.9K
$1.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.04K- 9.72% |
$203K - $204K
|
37.5K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.49K- 19.39% |
$226K - $226K
|
18.7K
$940K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.19% |
$1K - $1.01K
|
10.5K
$530K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.4K- 1.86% |
$725K - $727K
|
762K
$38.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-36K- 27.77% |
$1.81M - $1.81M
|
93.6K
$4.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-4.26K- 39.37% |
$214K - $215K
|
6.56K
$330K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 11.36% |
$51K - $51.2K
|
7.93K
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 23.03% |
$103K - $103K
|
6.85K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-4.05K- 16.87% |
$203K - $204K
|
20K
$1M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-406KClosed |
$20.4M - $20.5M
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-524- 6.16% |
$26.3K - $26.4K
|
7.98K
$402K
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-8.57K- 52.13% |
$430K - $432K
|
7.87K
$396K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.72K+ 2.34% |
$388K - $389K
|
337K
$17M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
96.2K+ 28.9% |
$4.83M - $4.85M
|
429K
$21.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
306New |
$15.4K - $15.4K
|
306
$15.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 7.71% |
$7.13K - $7.16K
|
1.7K
$85.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.3K+ 10.81% |
$1.02M - $1.02M
|
208K
$10.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
56.5K+ 28.23% |
$2.84M - $2.85M
|
257K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-19.4K- 20.05% |
$976K - $979K
|
77.4K
$3.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-12.9K- 35.88% |
$650K - $652K
|
23.1K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
24.8KNew |
$1.24M - $1.25M
|
24.8K
$1.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-70.4K- 16.82% |
$3.54M - $3.55M
|
348K
$17.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
50.1K+ 12.57% |
$2.52M - $2.53M
|
449K
$22.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
8.16K+ 10.5% |
$410K - $411K
|
85.9K
$4.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.28% |
$2.11K - $2.12K
|
15K
$756K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.38K- 16.87% |
$220K - $221K
|
21.6K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-19.7K- 9.37% |
$991K - $994K
|
191K
$9.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-42K- 54.98% |
$2.11M - $2.12M
|
34.4K
$1.73M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-502- 84.8% |
$25.2K - $25.3K
|
90
$4.53K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233K+ 72.41% |
$11.7M - $11.7M
|
554K
$27.9M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.48K+ 43.33% |
$175K - $176K
|
11.5K
$580K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.4K- 56.98% |
$1.48M - $1.48M
|
22.2K
$1.12M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 15.82% |
$612K - $615K
|
64.8K
$3.26M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
18.1K+ 21.55% |
$909K - $913K
|
102K
$5.14M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 1.62% |
$50.7K - $51K
|
63.4K
$3.19M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24.7K- 11.17% |
$1.24M - $1.25M
|
196K
$9.88M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
523+ 2.74% |
$26.3K - $26.4K
|
19.6K
$989K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
115K+ 1.65% |
$5.78M - $5.81M
|
7.08M
$356M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-67.2K- 11.09% |
$3.37M - $3.39M
|
538K
$27.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.96K- 1.77% |
$98.6K - $99.1K
|
109K
$5.49M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.02KNew |
$353K - $355K
|
7.02K
$354K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
87.9KNew |
$4.42M - $4.44M
|
87.9K
$4.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 1.07% |
$2.56K - $2.57K
|
4.81K
$242K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-76K- 20.4% |
$3.82M - $3.83M
|
296K
$14.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-11.4K- 4.65% |
$573K - $576K
|
234K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.2K- 4.67% |
$4.83M - $4.86M
|
1.96M
$98.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.06K- 5.37% |
$405K - $407K
|
142K
$7.16M
|
|