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 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
2.96K+ 6.71% |
$149K - $150K
|
47.1K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
258+ 73.93% |
$13K - $13K
|
607
$30.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 0.43% |
$3.92K - $3.94K
|
18.1K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
26.8K+ 12.07% |
$1.35M - $1.35M
|
249K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-207- 15.0% |
$10.4K - $10.4K
|
1.17K
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
665+ 3.5% |
$33.4K - $33.6K
|
19.7K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.84K+ 20.65% |
$92.2K - $92.6K
|
10.7K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
7.25KNew |
$364K - $366K
|
7.25K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
658KNew |
$33.1M - $33.2M
|
658K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.03K- 2.53% |
$51.7K - $52K
|
39.6K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.81K- 5.65% |
$90.7K - $91.1K
|
30.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.7K+ 4.18% |
$3.8M - $3.82M
|
1.89M
$95.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-173- 3.25% |
$8.69K - $8.73K
|
5.15K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
34.1K+ 39.39% |
$1.71M - $1.72M
|
121K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-750- 0.78% |
$37.7K - $37.8K
|
96K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
18KNew |
$906K - $910K
|
18K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17.5KNew |
$879K - $883K
|
17.5K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
30K+ 7.84% |
$1.51M - $1.51M
|
412K
$20.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
25.1KNew |
$1.26M - $1.27M
|
25.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.29K+ 6.06% |
$216K - $217K
|
75.1K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-54.4K- 11.99% |
$2.73M - $2.75M
|
400K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-480K- 49.3% |
$24.1M - $24.2M
|
493K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23K+ 15.91% |
$1.15M - $1.16M
|
167K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-156K- 34.64% |
$7.85M - $7.89M
|
295K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 32.05% |
$160K - $161K
|
13.2K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.1K- 1.65% |
$556K - $559K
|
659K
$33.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.35K+ 10.82% |
$118K - $119K
|
24.1K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-941- 22.87% |
$47.3K - $47.5K
|
3.17K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.11K+ 1.83% |
$206K - $207K
|
229K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.91K+ 25.95% |
$95.8K - $96.2K
|
9.26K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 95.17% |
$634K - $637K
|
641
$32.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-690- 4.72% |
$34.7K - $34.8K
|
13.9K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-64.5K- 63.91% |
$3.24M - $3.25M
|
36.4K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.71K- 27.0% |
$85.7K - $86.1K
|
4.62K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-455- 1.0% |
$22.9K - $23K
|
45.1K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.49K- 33.96% |
$74.9K - $75.3K
|
2.9K
$146K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-102K- 14.77% |
$5.14M - $5.16M
|
591K
$29.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.81K+ 0.61% |
$191K - $192K
|
631K
$31.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
660+ 1.08% |
$33.2K - $33.3K
|
61.7K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
50.9KNew |
$2.56M - $2.57M
|
50.9K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.98K- 1.01% |
$501K - $504K
|
981K
$49.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.52M- 48.75% |
$478M - $480M
|
10M
$504M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.82K- 23.15% |
$142K - $142K
|
9.36K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
232K+ 508.33% |
$11.6M - $11.7M
|
278K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
23.3K+ 49.08% |
$1.17M - $1.17M
|
70.7K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-456- 10.2% |
$22.9K - $23K
|
4.01K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
20.1K+ 21.44% |
$1.01M - $1.02M
|
114K
$5.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-295K- 16.6% |
$14.8M - $14.9M
|
1.48M
$74.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
584+ 12.02% |
$29.3K - $29.5K
|
5.44K
$274K
|