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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-313- 89.43% |
$15.7K - $15.8K
|
37
$1.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
886+ 4.52% |
$44.5K - $44.7K
|
20.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
135K+ 79.44% |
$6.76M - $6.79M
|
304K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.93K- 5.3% |
$198K - $198K
|
70.2K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
19.6K+ 8.15% |
$984K - $988K
|
260K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
906K+ 1022.97% |
$45.5M - $45.7M
|
994K
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.2K+ 5.33% |
$612K - $615K
|
241K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35K+ 23.68% |
$1.76M - $1.77M
|
183K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
153KNew |
$7.71M - $7.74M
|
153K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-590- 9.38% |
$29.6K - $29.8K
|
5.7K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
530New |
$26.6K - $26.7K
|
530
$26.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
21KNew |
$1.05M - $1.06M
|
21K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
237KNew |
$11.9M - $12M
|
237K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35K- 73.13% |
$1.76M - $1.77M
|
12.9K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
176KNew |
$8.85M - $8.89M
|
176K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$2.21K - $2.22K
|
44
$2.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 1.74% |
$17.1M - $17.2M
|
19.2M
$970M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
587KNew |
$29.5M - $29.6M
|
587K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5M+ 18240.92% |
$75.3M - $75.7M
|
1.51M
$76M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-46.3K- 51.98% |
$2.32M - $2.34M
|
42.8K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
164K+ 5.37% |
$8.24M - $8.28M
|
3.22M
$162M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520K- 12.13% |
$26.1M - $26.2M
|
3.77M
$190M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.8K+ 16.34% |
$90.6K - $91K
|
12.8K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.96KNew |
$249K - $250K
|
4.96K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17.6K- 81.34% |
$885K - $889K
|
4.04K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
246K+ 5.08% |
$12.4M - $12.4M
|
5.09M
$257M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.58K- 27.56% |
$230K - $231K
|
12K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
316KNew |
$15.9M - $15.9M
|
316K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.98KNew |
$200K - $201K
|
3.98K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.2K- 23.17% |
$511K - $513K
|
33.7K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
27.7K+ 25.89% |
$1.39M - $1.4M
|
135K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-412- 45.78% |
$20.7K - $20.8K
|
488
$24.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-311K- 5.17% |
$15.6M - $15.7M
|
5.7M
$287M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-24.2K- 20.09% |
$1.21M - $1.22M
|
96.1K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12K- 62.01% |
$601K - $604K
|
7.33K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.64K- 39.71% |
$334K - $335K
|
10.1K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.31K+ 19.95% |
$367K - $369K
|
43.9K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116K+ 33613.33% |
$5.82M - $5.85M
|
116K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.44K+ 16.98% |
$424K - $426K
|
58.2K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.86K- 4.34% |
$445K - $447K
|
195K
$9.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.72K+ 57.33% |
$187K - $188K
|
10.2K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106K- 81.3% |
$5.3M - $5.33M
|
24.3K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9K+ 10.57% |
$801K - $805K
|
167K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.15% |
$1.26K - $1.26K
|
17K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
177K+ 10.69% |
$8.9M - $8.94M
|
1.83M
$92.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
72.9K+ 149.91% |
$3.66M - $3.68M
|
122K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.1K- 11.64% |
$2.16M - $2.17M
|
327K
$16.5M
|