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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
135New |
$6.78K - $6.81K
|
135
$6.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.15K- 34.4% |
$108K - $109K
|
4.1K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
123+ 2.24% |
$6.17K - $6.21K
|
5.62K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.8K+ 8.86% |
$693K - $697K
|
170K
$8.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.9K+ 16.88% |
$2.26M - $2.27M
|
311K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$3.41K - $3.43K
|
68
$3.42K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.22M - $1.23M
|
24.4K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.8KNew |
$643K - $646K
|
12.8K
$645K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.42KNew |
$422K - $425K
|
8.42K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
119K+ 4.37% |
$5.95M - $5.98M
|
2.83M
$142M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
311K+ 13.65% |
$15.6M - $15.7M
|
2.59M
$130M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-577- 41.84% |
$29K - $29.1K
|
802
$40.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.23% |
$502 - $505
|
4.42K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$205K - $206K
|
4.09K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195New |
$9.79K - $9.84K
|
195
$9.82K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
49New |
$2.46K - $2.47K
|
49
$2.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
36+ 0.32% |
$1.81K - $1.82K
|
11.2K
$566K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
85+ 2.06% |
$4.27K - $4.29K
|
4.21K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.4% |
$100 - $101
|
497
$25K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-866- 3.04% |
$43.5K - $43.7K
|
27.6K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-19.2K- 19.49% |
$964K - $969K
|
79.3K
$3.99M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-463K- 67.62% |
$23.3M - $23.4M
|
222K
$11.2M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 1.24% |
$151 - $152
|
244
$12.3K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-64.5K- 18.09% |
$3.24M - $3.26M
|
292K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5KNew |
$176K - $177K
|
3.5K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
87New |
$4.37K - $4.4K
|
87
$4.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.95K+ 7.49% |
$98.1K - $98.6K
|
28K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
113K+ 60.09% |
$5.66M - $5.69M
|
300K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.88K+ 1.28% |
$195K - $196K
|
306K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-430- 7.86% |
$21.6K - $21.7K
|
5.04K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$413K - $415K
|
8.22K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-513- 51.3% |
$25.8K - $25.9K
|
487
$24.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.17KNew |
$210K - $211K
|
4.17K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
883K+ 455164.44% |
$44.4M - $44.6M
|
883K
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 1.08% |
$101 - $101
|
188
$9.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$10.1K - $10.1K
|
200
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
410+ 3.97% |
$20.6K - $20.7K
|
10.7K
$541K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64+ 15.42% |
$3.22K - $3.23K
|
479
$24.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1K- 9.69% |
$50.3K - $50.5K
|
9.32K
$469K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35K- 88.27% |
$1.76M - $1.77M
|
4.65K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3New |
$151 - $152
|
3
$151
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.9KNew |
$498K - $500K
|
9.9K
$498K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-375- 7.0% |
$18.9K - $18.9K
|
4.98K
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-28.4K- 21.81% |
$1.43M - $1.43M
|
102K
$5.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-798- 11.98% |
$40.1K - $40.3K
|
5.87K
$295K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-52- 0.3% |
$2.61K - $2.63K
|
17.3K
$869K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
49.6KNew |
$2.5M - $2.51M
|
49.6K
$2.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
34.4K+ 2.46% |
$1.73M - $1.74M
|
1.43M
$72M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.19K- 51.33% |
$261K - $262K
|
4.92K
$248K
|
|