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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-206- 4.69% |
$10.3K - $10.4K
|
4.18K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.94K+ 47.3% |
$148K - $149K
|
9.17K
$462K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.1K+ 58.99% |
$908K - $913K
|
48.8K
$2.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
16.8KNew |
$844K - $848K
|
16.8K
$846K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.4KNew |
$2.38M - $2.39M
|
47.4K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 18.73% |
$523K - $526K
|
45.2K
$2.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.02KNew |
$252K - $253K
|
5.02K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5.82K- 10.82% |
$292K - $294K
|
47.9K
$2.41M
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-588Closed |
$29.6K - $29.7K
|
0
$0
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20Closed |
$1.01K - $1.01K
|
0
$0
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-997- 16.34% |
$50.1K - $50.4K
|
5.1K
$257K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.71KClosed |
$287K - $288K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$4.78K - $4.8K
|
95
$4.78K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
850New |
$42.7K - $42.9K
|
850
$42.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-655K- 97.11% |
$32.9M - $33.1M
|
19.5K
$982K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-8K- 19.11% |
$402K - $404K
|
33.9K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
33.6K+ 20.55% |
$1.69M - $1.7M
|
197K
$9.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
214New |
$10.8K - $10.8K
|
214
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.3KNew |
$970K - $974K
|
19.3K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1- 0.02% |
$50.3 - $50.5
|
4.49K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.9KNew |
$649K - $652K
|
12.9K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-9.94K- 53.68% |
$500K - $502K
|
8.58K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27.2KNew |
$1.37M - $1.38M
|
27.2K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.53K+ 12.97% |
$278K - $279K
|
48.1K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-13.6K- 27.45% |
$683K - $686K
|
35.9K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
364+ 3.4% |
$18.3K - $18.4K
|
11.1K
$557K
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.07K- 46.44% |
$305K - $306K
|
6.99K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.29K+ 10.37% |
$115K - $115K
|
24.3K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14.9K+ 3.46% |
$748K - $752K
|
446K
$22.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$352 - $354
|
7
$352
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
172KNew |
$8.67M - $8.71M
|
172K
$8.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
996KNew |
$50.1M - $50.3M
|
996K
$50.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
70+ 1.26% |
$3.52K - $3.54K
|
5.62K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.99KNew |
$502K - $504K
|
9.99K
$503K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.76K+ 10.93% |
$139K - $139K
|
28K
$1.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-181- 27.59% |
$9.1K - $9.14K
|
475
$23.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
533+ 0.28% |
$26.8K - $26.9K
|
191K
$9.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
385KNew |
$19.4M - $19.5M
|
385K
$19.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-143- 2.54% |
$7.19K - $7.22K
|
5.49K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45New |
$2.26K - $2.27K
|
45
$2.27K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
9.45K+ 4.07% |
$475K - $477K
|
242K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.79KNew |
$442K - $444K
|
8.79K
$443K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.71K- 1.68% |
$85.9K - $86.3K
|
99.8K
$5.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.92K- 65.0% |
$448K - $450K
|
4.8K
$242K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62.8KNew |
$3.16M - $3.17M
|
62.8K
$3.16M
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-275K- 7.51% |
$13.8M - $13.9M
|
3.38M
$170M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.24KNew |
$213K - $214K
|
4.24K
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-313- 0.44% |
$15.7K - $15.8K
|
70.4K
$3.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.72K- 12.93% |
$237K - $239K
|
31.8K
$1.6M
|
|