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 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23.7K+ 16.84% |
$1.19M - $1.2M
|
164K
$8.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.08K+ 9.76% |
$104K - $105K
|
23.4K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 50.66% |
$611K - $614K
|
36.2K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$593K - $596K
|
11.8K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.32K- 31.89% |
$368K - $370K
|
15.6K
$787K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.7K- 4.47% |
$3.05M - $3.06M
|
1.3M
$65.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-8.25K- 15.59% |
$414K - $417K
|
44.7K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48.4KNew |
$2.43M - $2.44M
|
48.4K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-57.5K- 8.01% |
$2.89M - $2.9M
|
660K
$33.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131KNew |
$6.56M - $6.6M
|
131K
$6.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.2K+ 7.93% |
$111K - $111K
|
30K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.14K- 26.37% |
$158K - $158K
|
8.76K
$441K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.91K+ 1.17% |
$247K - $248K
|
426K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-104K- 35.02% |
$5.2M - $5.23M
|
192K
$9.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 1052.63% |
$50.2K - $50.5K
|
1.1K
$55.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.53K+ 7.69% |
$127K - $127K
|
35.3K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12KNew |
$601K - $604K
|
12K
$602K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36.8K- 3.65% |
$1.85M - $1.86M
|
972K
$48.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-25.1K- 11.49% |
$1.26M - $1.27M
|
193K
$9.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-89.7K- 18.74% |
$4.51M - $4.53M
|
389K
$19.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
128+ 1.07% |
$6.43K - $6.46K
|
12.1K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-14.5K- 97.92% |
$728K - $731K
|
307
$15.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-246K- 18.86% |
$12.4M - $12.4M
|
1.06M
$53.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
4.04K+ 6.19% |
$203K - $204K
|
69.3K
$3.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.67K+ 53.65% |
$285K - $286K
|
16.2K
$818K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-142K- 15.22% |
$7.12M - $7.16M
|
790K
$39.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.02K+ 2.06% |
$51.4K - $51.6K
|
50.6K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 0.9% |
$3.11K - $3.13K
|
6.85K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-953- 0.66% |
$47.9K - $48.1K
|
144K
$7.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7- 0.12% |
$352 - $353
|
5.88K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14+ 0.48% |
$703 - $707
|
2.93K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
10.1K+ 3.84% |
$509K - $511K
|
274K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-123- 0.28% |
$6.18K - $6.21K
|
44K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
113K+ 63.08% |
$5.69M - $5.72M
|
293K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.8KNew |
$544K - $546K
|
10.8K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
87.4KNew |
$4.39M - $4.41M
|
87.4K
$4.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
46.5K+ 7.5% |
$2.34M - $2.35M
|
667K
$33.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.76% |
$5.02K - $5.05K
|
13K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31M- 8.42% |
$65.9M - $66.2M
|
14.3M
$719M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.62K+ 11.1% |
$333K - $334K
|
66.3K
$3.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-138K- 16.58% |
$6.94M - $6.97M
|
695K
$35M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-66.5K- 32.4% |
$3.34M - $3.36M
|
139K
$6.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-23.4K- 57.05% |
$1.17M - $1.18M
|
17.6K
$885K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-126K- 71.87% |
$6.33M - $6.37M
|
49.4K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-308K- 46.69% |
$15.4M - $15.5M
|
351K
$17.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
7.85KNew |
$394K - $396K
|
7.85K
$395K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
818+ 5.99% |
$41.1K - $41.3K
|
14.5K
$729K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-157K- 14.98% |
$7.91M - $7.95M
|
894K
$45M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
20.6K+ 19.75% |
$1.03M - $1.04M
|
125K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.1K- 12.34% |
$909K - $914K
|
129K
$6.47M
|
|