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 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108K+ 37.56% |
$5.43M - $5.46M
|
396K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.87K- 3.83% |
$93.7K - $94.2K
|
46.9K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.2K+ 21.3% |
$812K - $816K
|
92.1K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$241K - $242K
|
4.8K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
584+ 3.73% |
$29.3K - $29.5K
|
16.2K
$817K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-12.1K- 17.13% |
$608K - $611K
|
58.6K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-202K- 7.74% |
$10.2M - $10.2M
|
2.41M
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.3K+ 32.69% |
$667K - $670K
|
53.9K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.22K- 8.06% |
$312K - $314K
|
70.9K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.4K- 14.44% |
$623K - $626K
|
73.5K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35+ 0.34% |
$1.76K - $1.77K
|
10.2K
$513K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
5.03K+ 33.53% |
$253K - $254K
|
20K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-11K- 15.25% |
$555K - $558K
|
61.4K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$807K - $811K
|
16.1K
$809K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.31K- 74.26% |
$116K - $117K
|
800
$40.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55.5K+ 8.97% |
$2.79M - $2.8M
|
674K
$33.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.22K- 6.9% |
$111K - $112K
|
29.9K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
619+ 3.62% |
$31.1K - $31.2K
|
17.7K
$893K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-286K- 79.39% |
$14.4M - $14.4M
|
74.2K
$3.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.3K- 56.28% |
$515K - $518K
|
7.97K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
64+ 1.07% |
$3.21K - $3.23K
|
6.02K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9K+ 5.56% |
$452K - $454K
|
171K
$8.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.2KNew |
$663K - $666K
|
13.2K
$664K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
9.88K+ 3.92% |
$496K - $499K
|
262K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-52.8K- 16.72% |
$2.65M - $2.66M
|
263K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-73- 1.21% |
$3.67K - $3.69K
|
5.96K
$300K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.8K+ 135.52% |
$792K - $796K
|
27.4K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.45K+ 20.01% |
$224K - $225K
|
26.7K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.3K- 9.97% |
$65.5K - $65.8K
|
11.8K
$593K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-13- 0.11% |
$653 - $656
|
11.3K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16.4K- 9.63% |
$823K - $827K
|
154K
$7.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.36K+ 185.46% |
$269K - $270K
|
8.25K
$415K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
435+ 1.94% |
$21.9K - $22K
|
22.8K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
986+ 3.24% |
$49.5K - $49.8K
|
31.4K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
17.2K+ 6.24% |
$862K - $866K
|
292K
$14.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.1K- 97.91% |
$1.41M - $1.42M
|
602
$30.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.55K+ 4.1% |
$480K - $482K
|
243K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-542K- 2.6% |
$27.2M - $27.4M
|
20.3M
$1.02B
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.38K- 4.85% |
$170K - $170K
|
66.3K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.58K- 57.05% |
$130K - $130K
|
1.94K
$97.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.71K+ 11.52% |
$186K - $187K
|
35.9K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-117K- 12.78% |
$5.88M - $5.9M
|
798K
$40.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.63K- 30.66% |
$132K - $133K
|
5.94K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.17K+ 4.06% |
$59K - $59.3K
|
30.1K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-397- 0.18% |
$19.9K - $20K
|
223K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5M- 92.33% |
$75.2M - $75.5M
|
124K
$6.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-146K- 32.78% |
$7.32M - $7.36M
|
299K
$15M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-53.1K- 7.49% |
$2.67M - $2.68M
|
655K
$33M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-27.1K- 30.66% |
$1.36M - $1.37M
|
61.2K
$3.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.01K+ 1.49% |
$50.6K - $50.9K
|
68.7K
$3.46M
|
|