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 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81.1K- 95.17% |
$4.08M - $4.1M
|
4.12K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.48K+ 7.39% |
$74.1K - $74.5K
|
21.4K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-34.1K- 20.55% |
$1.71M - $1.72M
|
132K
$6.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-209- 1.01% |
$10.5K - $10.6K
|
20.5K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-13.2K- 1.96% |
$661K - $664K
|
659K
$33.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.14K- 17.74% |
$57.3K - $57.5K
|
5.29K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.5KNew |
$75.3K - $75.7K
|
1.5K
$75.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
BUY
|
- |
19.7K+ 10.26% |
$991K - $996K
|
212K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
66+ 50.38% |
$3.32K - $3.33K
|
197
$9.92K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.4K- 16.41% |
$2.73M - $2.75M
|
277K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
13.1K+ 4.75% |
$657K - $660K
|
289K
$14.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
700+ 2.95% |
$35.2K - $35.3K
|
24.4K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-161K- 13.6% |
$8.06M - $8.1M
|
1.02M
$51.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
448+ 0.7% |
$22.5K - $22.6K
|
64.8K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
595New |
$29.9K - $30K
|
595
$30K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
38New |
$1.91K - $1.92K
|
38
$1.91K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-944- 93.0% |
$47.4K - $47.7K
|
71
$3.57K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-12.2K- 26.73% |
$613K - $616K
|
33.4K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
503+ 1.1% |
$25.3K - $25.4K
|
46.2K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.06K- 10.68% |
$204K - $205K
|
34K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.9K- 51.52% |
$1.2M - $1.21M
|
22.5K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.82K- 9.44% |
$142K - $143K
|
27.1K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87.3K- 5.49% |
$4.39M - $4.41M
|
1.5M
$75.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.2K- 9.77% |
$110K - $111K
|
20.3K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2K- 20.14% |
$100K - $101K
|
7.93K
$399K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.7K- 16.71% |
$85.5K - $86K
|
8.49K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.92K- 11.26% |
$398K - $400K
|
62.4K
$3.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 1.1% |
$904 - $909
|
1.66K
$83.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-565K- 99.03% |
$28.4M - $28.5M
|
5.54K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-169K- 87.02% |
$8.5M - $8.54M
|
25.2K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-14.6K- 10.55% |
$732K - $736K
|
123K
$6.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-8.27K- 2.51% |
$415K - $417K
|
322K
$16.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.4K- 35.42% |
$571K - $573K
|
20.7K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-355- 5.17% |
$17.8K - $17.9K
|
6.52K
$328K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.41% |
$50.2 - $50.5
|
247
$12.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-407- 0.64% |
$20.4K - $20.5K
|
63.6K
$3.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-11.5K- 54.32% |
$579K - $582K
|
9.69K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.55K+ 109.3% |
$279K - $280K
|
10.6K
$535K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$301K - $303K
|
6K
$302K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-34K- 22.34% |
$1.71M - $1.72M
|
118K
$5.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-5.54K- 7.46% |
$278K - $279K
|
68.7K
$3.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
4K+ 17.62% |
$201K - $202K
|
26.7K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-377- 0.98% |
$18.9K - $19K
|
38.2K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-15K- 0.74% |
$755K - $759K
|
2.02M
$102M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.68K- 8.71% |
$84.4K - $84.8K
|
17.6K
$886K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11KNew |
$551K - $553K
|
11K
$552K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.15K+ 3.38% |
$57.5K - $57.8K
|
35K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.16% |
$1K - $1.01K
|
12.8K
$645K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.89KNew |
$397K - $398K
|
7.89K
$397K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.29K- 9.94% |
$215K - $216K
|
38.8K
$1.96M
|
|