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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-164K- 50.37% |
$8.23M - $8.26M
|
161K
$8.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.41% |
$955 - $959
|
4.61K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.57KNew |
$280K - $281K
|
5.57K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.9KNew |
$3.56M - $3.58M
|
70.9K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-132K- 82.56% |
$6.64M - $6.66M
|
27.9K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-16- 36.36% |
$804 - $808
|
28
$1.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.4M - $1.41M
|
27.9K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.42K+ 14.11% |
$272K - $273K
|
43.8K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.06KNew |
$204K - $205K
|
4.06K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 80.0% |
$1.61K - $1.62K
|
8
$403
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.46K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.86K- 0.68% |
$93.7K - $94K
|
271K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.22K- 3.06% |
$61.5K - $61.8K
|
38.8K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2K- 46.95% |
$101K - $101K
|
2.26K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
256New |
$12.9K - $12.9K
|
256
$12.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
28KNew |
$1.41M - $1.41M
|
28K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.99K- 26.0% |
$100K - $100K
|
5.66K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-5.12K- 26.96% |
$257K - $258K
|
13.9K
$698K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11.9KNew |
$596K - $598K
|
11.9K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
936+ 16.82% |
$47.1K - $47.2K
|
6.5K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-38.8K- 25.42% |
$1.95M - $1.96M
|
114K
$5.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.66KNew |
$234K - $235K
|
4.66K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.13KNew |
$258K - $259K
|
5.13K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.9KNew |
$901K - $904K
|
17.9K
$902K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
517+ 8.6% |
$26K - $26.1K
|
6.53K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.03K+ 230.8% |
$102K - $103K
|
2.91K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
99New |
$4.98K - $5K
|
99
$4.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.49K- 1.34% |
$74.9K - $75.2K
|
110K
$5.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
98.7K+ 35.92% |
$4.96M - $4.98M
|
373K
$18.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-235- 2.03% |
$11.8K - $11.9K
|
11.3K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.27KNew |
$164K - $165K
|
3.27K
$164K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-44.8K- 63.84% |
$2.25M - $2.26M
|
25.4K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.1KNew |
$206K - $207K
|
4.1K
$206K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-35- 0.7% |
$1.76K - $1.77K
|
4.96K
$250K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
16.3KNew |
$821K - $824K
|
16.3K
$822K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-31.5K- 60.23% |
$1.58M - $1.59M
|
20.8K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.43K- 64.61% |
$71.7K - $72K
|
781
$39.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$617K - $619K
|
12.3K
$618K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.42K- 47.09% |
$323K - $324K
|
7.21K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-437- 2.79% |
$22K - $22.1K
|
15.2K
$767K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
60.9KNew |
$3.06M - $3.07M
|
60.9K
$3.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170K- 44.74% |
$8.56M - $8.59M
|
210K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 0.16% |
$302 - $303
|
3.8K
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
3.55K+ 210.39% |
$178K - $179K
|
5.23K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
133New |
$6.69K - $6.71K
|
133
$6.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-12- 8.22% |
$603 - $606
|
134
$6.75K
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-163K- 87.64% |
$8.19M - $8.22M
|
23K
$1.16M
|
|