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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-6.86K- 1.65% |
$344K - $346K
|
408K
$20.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
351+ 1.07% |
$17.6K - $17.7K
|
33.3K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8.69K- 44.55% |
$437K - $439K
|
10.8K
$545K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
198+ 0.46% |
$9.95K - $10K
|
42.8K
$2.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.23K- 27.51% |
$162K - $163K
|
8.5K
$428K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2K- 1.87% |
$100K - $101K
|
105K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.38K+ 13.47% |
$120K - $120K
|
20.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
2.92K+ 43.38% |
$146K - $147K
|
9.64K
$485K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50+ 7.5% |
$2.51K - $2.52K
|
717
$36.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 29.33% |
$532K - $534K
|
46.7K
$2.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-313K- 96.12% |
$15.7M - $15.8M
|
12.6K
$636K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-307K- 47.18% |
$15.4M - $15.5M
|
344K
$17.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-47K- 18.26% |
$2.36M - $2.37M
|
211K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-113- 2.43% |
$5.68K - $5.7K
|
4.54K
$228K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
115K+ 53.65% |
$5.78M - $5.81M
|
330K
$16.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68KNew |
$135K - $135K
|
2.68K
$135K
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
6.66K+ 7.32% |
$335K - $336K
|
97.7K
$4.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-12.8K- 55.91% |
$644K - $647K
|
10.1K
$509K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-12.2K- 75.37% |
$612K - $615K
|
3.98K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
244+ 2.81% |
$12.3K - $12.3K
|
8.94K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.57K+ 6.58% |
$129K - $129K
|
41.6K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-7.33K- 49.13% |
$368K - $370K
|
7.59K
$382K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.72K- 18.05% |
$287K - $288K
|
25.9K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.24K- 3.51% |
$163K - $164K
|
89.1K
$4.49M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.2K+ 219.48% |
$661K - $665K
|
19.2K
$965K
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
26.8K+ 11.24% |
$1.35M - $1.36M
|
266K
$13.4M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
846+ 251.79% |
$42.5K - $42.7K
|
1.18K
$59.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
48.3K+ 12.8% |
$2.43M - $2.44M
|
426K
$21.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.16K+ 13.16% |
$58.1K - $58.4K
|
9.95K
$501K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-14.8K- 6.69% |
$745K - $748K
|
207K
$10.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-27.2K- 23.62% |
$1.37M - $1.37M
|
87.9K
$4.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
28+ 0.1% |
$1.41K - $1.41K
|
28.3K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 0.2% |
$502 - $505
|
4.99K
$251K
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
25.3K+ 48.17% |
$1.27M - $1.28M
|
77.8K
$3.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.1K+ 7.79% |
$105K - $106K
|
29K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11.8K- 2.4% |
$590K - $593K
|
477K
$24M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-80- 11.9% |
$4.02K - $4.04K
|
592
$29.8K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.88K+ 9.11% |
$396K - $398K
|
94.5K
$4.76M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-134K- 89.06% |
$6.72M - $6.75M
|
16.4K
$828K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.59K- 2.36% |
$180K - $181K
|
149K
$7.48M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.1K+ 2.07% |
$3.47M - $3.49M
|
3.41M
$172M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
40.5K+ 14.52% |
$2.04M - $2.04M
|
320K
$16.1M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-91.1K- 84.82% |
$4.58M - $4.6M
|
16.3K
$820K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-440- 2.48% |
$22.1K - $22.2K
|
17.3K
$871K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.93KNew |
$96.8K - $97.2K
|
1.93K
$97K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.58KNew |
$79.6K - $79.9K
|
1.58K
$79.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
415+ 0.8% |
$20.9K - $20.9K
|
52.1K
$2.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-34.3K- 57.66% |
$1.73M - $1.73M
|
25.2K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.89KNew |
$447K - $449K
|
8.89K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.94K+ 10.79% |
$148K - $148K
|
30.2K
$1.52M
|
|