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 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
80K+ 16.55% |
$4.02M - $4.04M
|
563K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-702K- 3.14% |
$35.2M - $35.4M
|
21.6M
$1.09B
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-230- 1.26% |
$11.6K - $11.6K
|
18.1K
$909K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-961K- 55.26% |
$48.3M - $48.5M
|
778K
$39.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 3.19% |
$23.4K - $23.5K
|
15.1K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.67K- 7.66% |
$83.8K - $84.3K
|
20.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.03K+ 60.91% |
$252K - $254K
|
13.3K
$669K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 15.1% |
$11.9M - $11.9M
|
1.8M
$90.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.24M+ 821.21% |
$62.2M - $62.5M
|
1.39M
$69.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.5K- 1.16% |
$125K - $126K
|
212K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145K- 6.66% |
$7.28M - $7.32M
|
2.03M
$102M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.8K+ 1.67% |
$241K - $242K
|
293K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32KNew |
$1.61M - $1.62M
|
32K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 5.81% |
$60.1K - $60.4K
|
21.8K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
923+ 1.71% |
$46.4K - $46.6K
|
54.9K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.47K+ 11.93% |
$73.8K - $74.2K
|
13.8K
$694K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-195K- 57.05% |
$9.82M - $9.86M
|
147K
$7.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 368.53% |
$1.05M - $1.05M
|
26.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.83K+ 33.92% |
$243K - $244K
|
19.1K
$960K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.38KNew |
$371K - $373K
|
7.38K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-5.85K- 4.23% |
$294K - $295K
|
133K
$6.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
358K+ 5.61% |
$18M - $18.1M
|
6.74M
$339M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.4K+ 50.03% |
$873K - $877K
|
52.1K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-335K- 38.69% |
$16.8M - $16.9M
|
531K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-387- 4.33% |
$19.4K - $19.5K
|
8.55K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.4K+ 22.23% |
$725K - $729K
|
79.4K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.2KNew |
$1.37M - $1.37M
|
27.2K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
37.9KNew |
$1.91M - $1.91M
|
37.9K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
71.6KNew |
$3.6M - $3.61M
|
71.6K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-240K- 22.01% |
$12M - $12.1M
|
849K
$42.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
85New |
$4.27K - $4.29K
|
85
$4.28K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36.3K- 17.66% |
$1.82M - $1.83M
|
169K
$8.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
26KNew |
$1.31M - $1.31M
|
26K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.4K- 8.83% |
$120K - $121K
|
24.7K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13K+ 661.18% |
$107K - $107K
|
2.45K
$123K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-297- 1.18% |
$14.9K - $15K
|
24.8K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-65- 32.5% |
$3.26K - $3.28K
|
135
$6.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
167+ 0.94% |
$8.39K - $8.43K
|
18K
$907K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.06K- 26.52% |
$304K - $306K
|
16.8K
$845K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.99K- 41.03% |
$150K - $151K
|
4.3K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.18K- 1.95% |
$109K - $110K
|
110K
$5.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.75KNew |
$188K - $189K
|
3.75K
$189K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 0.75% |
$1.27M - $1.28M
|
3.39M
$171M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-234- 0.4% |
$11.8K - $11.8K
|
58.6K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-662K- 8.02% |
$33.2M - $33.4M
|
7.59M
$382M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.33K- 15.57% |
$67K - $67.3K
|
7.23K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.76K- 2.85% |
$189K - $190K
|
128K
$6.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.06K+ 2.69% |
$53.3K - $53.6K
|
40.5K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19.8K- 3.89% |
$995K - $1M
|
489K
$24.6M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-210- 1.1% |
$10.5K - $10.6K
|
19K
$954K
|
|