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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.98K- 31.14% |
$99.7K - $100K
|
4.39K
$221K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.93KNew |
$97.1K - $97.6K
|
1.93K
$97.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.69KNew |
$336K - $338K
|
6.69K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-6.97K- 8.76% |
$351K - $352K
|
72.7K
$3.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
9.99KNew |
$502K - $505K
|
9.99K
$503K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
284+ 3.02% |
$14.3K - $14.3K
|
9.7K
$488K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
138+ 200.0% |
$6.94K - $6.97K
|
207
$10.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
800New |
$40.2K - $40.4K
|
800
$40.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9.28KNew |
$467K - $469K
|
9.28K
$467K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.83KNew |
$444K - $446K
|
8.83K
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.97K+ 6.7% |
$98.9K - $99.4K
|
31.3K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.24K+ 46.18% |
$62.2K - $62.5K
|
3.92K
$197K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.46K+ 8070.0% |
$325K - $326K
|
6.54K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88+ 1.08% |
$4.42K - $4.45K
|
8.21K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
23+ 1.33% |
$1.16K - $1.16K
|
1.75K
$88K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-375- 66.14% |
$18.9K - $18.9K
|
192
$9.67K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$218K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 1.84% |
$63.3K - $63.6K
|
67.2K
$3.38M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
25KNew |
$1.26M - $1.26M
|
25K
$1.26M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.04K+ 7400.0% |
$52K - $52.3K
|
1.05K
$52.9K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38New |
$1.91K - $1.92K
|
38
$1.91K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-208- 31.14% |
$10.4K - $10.5K
|
460
$23.2K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
149K+ 249.14% |
$7.49M - $7.52M
|
209K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.5KNew |
$326K - $328K
|
6.5K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.93KNew |
$248K - $249K
|
4.93K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.9K- 34.35% |
$146K - $146K
|
5.54K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
397K+ 79.94% |
$20M - $20.1M
|
895K
$45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
572K+ 236.32% |
$28.7M - $28.8M
|
813K
$41M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.58KNew |
$230K - $231K
|
4.58K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.23K- 32.12% |
$162K - $163K
|
6.82K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$854 - $858
|
17
$856
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.42K+ 84.88% |
$423K - $425K
|
18.3K
$923K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.54K- 47.09% |
$178K - $179K
|
3.98K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-7- 0.09% |
$352 - $353
|
7.9K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.22K- 32.89% |
$111K - $112K
|
4.52K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.2KNew |
$261K - $262K
|
5.2K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-30.2K- 31.73% |
$1.52M - $1.52M
|
64.9K
$3.27M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.09% |
$502 - $505
|
11.7K
$588K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.8K- 64.56% |
$945K - $949K
|
10.3K
$520K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 30.63% |
$10K - $10.1K
|
453
$22.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.15KNew |
$208K - $209K
|
4.15K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$1.81K - $1.82K
|
36
$1.81K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
85.1KNew |
$4.27M - $4.29M
|
85.1K
$4.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.01K- 13.03% |
$101K - $101K
|
13.4K
$674K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
158K+ 4486.84% |
$7.93M - $7.96M
|
161K
$8.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 43.18% |
$758K - $761K
|
19.8K
$999K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03KNew |
$51.5K - $51.7K
|
1.03K
$51.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
11.3KNew |
$568K - $570K
|
11.3K
$569K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 19.83% |
$95.9K - $96.3K
|
7.72K
$389K
|
|