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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.33K+ 35.56% |
$267K - $269K
|
20.3K
$1.02M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
26.1K+ 25.65% |
$1.31M - $1.31M
|
128K
$6.43M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
32.6KNew |
$1.64M - $1.64M
|
32.6K
$1.64M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
1.49K+ 1.83% |
$74.6K - $74.9K
|
82.7K
$4.17M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3+ 33.33% |
$151 - $151
|
12
$605
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
126KNew |
$6.34M - $6.36M
|
126K
$6.36M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
21.4KNew |
$1.08M - $1.08M
|
21.4K
$1.08M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
6.43KNew |
$323K - $324K
|
6.43K
$324K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.26K+ 3.62% |
$63.2K - $63.5K
|
36K
$1.81M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 7.6% |
$117K - $118K
|
28.4K
$1.43M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
220KNew |
$11.1M - $11.1M
|
220K
$11.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.3K+ 60.06% |
$1.12M - $1.13M
|
59.5K
$3M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$301 - $303
|
6
$302
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
858New |
$43.1K - $43.3K
|
858
$43.3K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
22.6KNew |
$1.14M - $1.14M
|
22.6K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.51K+ 3.62% |
$76K - $76.3K
|
43.3K
$2.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
84.1KNew |
$4.23M - $4.25M
|
84.1K
$4.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.28K+ 4.16% |
$64.5K - $64.8K
|
32.2K
$1.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
71.4K+ 128.89% |
$3.59M - $3.6M
|
127K
$6.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.77K+ 2.13% |
$89K - $89.4K
|
85K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
38.3K+ 603.5% |
$1.92M - $1.93M
|
44.6K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-58.5K- 28.44% |
$2.94M - $2.95M
|
147K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-77.6K- 30.82% |
$3.9M - $3.91M
|
174K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-446K- 7.15% |
$22.4M - $22.5M
|
5.79M
$292M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-115K- 59.51% |
$5.76M - $5.79M
|
78.1K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.67K+ 70.35% |
$436K - $438K
|
21K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173+ 14.91% |
$8.69K - $8.73K
|
1.33K
$67.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-791- 12.16% |
$39.7K - $39.9K
|
5.72K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49K- 77.14% |
$2.46M - $2.47M
|
14.5K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.36K+ 0.97% |
$370K - $371K
|
769K
$38.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.75K+ 67.63% |
$239K - $240K
|
11.8K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-71.1K- 93.97% |
$3.57M - $3.59M
|
4.56K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4- 0.03% |
$201 - $202
|
12.6K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
276KNew |
$13.8M - $13.9M
|
276K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-829- 0.74% |
$41.6K - $41.8K
|
112K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.92% |
$79.3K - $79.6K
|
55.6K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135KNew |
$6.79M - $6.82M
|
135K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.15K+ 0.57% |
$409K - $411K
|
1.45M
$73M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153K+ 148.88% |
$7.69M - $7.72M
|
256K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-235K- 12.35% |
$11.8M - $11.9M
|
1.67M
$84.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
996+ 0.79% |
$50K - $50.3K
|
128K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 52.81% |
$3.04M - $3.05M
|
54K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-173K- 33.1% |
$8.67M - $8.71M
|
349K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 1.13% |
$904 - $908
|
1.61K
$81K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.86KNew |
$194K - $195K
|
3.86K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 15.73% |
$799K - $803K
|
85.2K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
249K+ 147.66% |
$12.5M - $12.6M
|
418K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.9K+ 38.16% |
$646K - $649K
|
46.5K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15.2K+ 10.61% |
$766K - $769K
|
159K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438K- 2.85% |
$22M - $22.1M
|
14.9M
$752M
|