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 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
352+ 0.1% |
$17.7K - $17.8K
|
357K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-12.3K- 19.34% |
$620K - $623K
|
51.5K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
727+ 21.96% |
$36.5K - $36.7K
|
4.04K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.21K- 17.45% |
$161K - $162K
|
15.2K
$764K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7K+ 55.21% |
$535K - $538K
|
30K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.77K+ 17.81% |
$340K - $342K
|
44.8K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5K- 7.05% |
$251K - $252K
|
65.9K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
162K+ 44.42% |
$8.13M - $8.16M
|
526K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.87K- 4.88% |
$94.1K - $94.6K
|
36.6K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.35K+ 35.92% |
$369K - $371K
|
27.8K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.7K+ 25.78% |
$890K - $894K
|
86.4K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 11.49% |
$99.7K - $100K
|
15.3K
$770K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
208+ 0.78% |
$10.4K - $10.5K
|
27K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
1.85K+ 2.53% |
$92.9K - $93.3K
|
74.9K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-148K- 83.67% |
$7.43M - $7.47M
|
28.9K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
41.4KNew |
$2.08M - $2.09M
|
41.4K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
38.1KNew |
$1.92M - $1.92M
|
38.1K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.6K+ 17.13% |
$2.39M - $2.4M
|
325K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8- 0.17% |
$402 - $404
|
4.76K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-460- 39.35% |
$23.1K - $23.2K
|
709
$35.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
98.9K+ 20.96% |
$4.97M - $4.99M
|
571K
$28.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-547- 6.72% |
$27.5K - $27.6K
|
7.59K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
4.67KNew |
$234K - $236K
|
4.67K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
65.2KNew |
$3.28M - $3.29M
|
65.2K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
27.5K+ 1.43% |
$1.38M - $1.39M
|
1.95M
$98.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.95K+ 1.29% |
$198K - $199K
|
310K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
383K+ 37.54% |
$19.3M - $19.3M
|
1.4M
$70.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
31.9KNew |
$1.6M - $1.61M
|
31.9K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.7K- 9.31% |
$990K - $995K
|
192K
$9.68M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 12.1% |
$830K - $834K
|
153K
$7.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-27.1K- 17.19% |
$1.36M - $1.37M
|
130K
$6.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.53K+ 2.64% |
$76.8K - $77.2K
|
59.5K
$3M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-189K- 69.17% |
$9.5M - $9.54M
|
84.3K
$4.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.1K+ 8.44% |
$1.01M - $1.01M
|
258K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 10.18% |
$56.5K - $56.8K
|
9.93K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.18K+ 203.77% |
$461K - $463K
|
13.7K
$690K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.53KNew |
$77K - $77.3K
|
1.53K
$77.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.38K+ 19.33% |
$421K - $423K
|
51.7K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-59.9K- 51.25% |
$3.01M - $3.02M
|
57K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.5K+ 10.44% |
$75.1K - $75.4K
|
15.8K
$797K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$100 - $101
|
5.04K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-175K- 6.45% |
$8.8M - $8.84M
|
2.54M
$128M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.2K- 2.15% |
$60.4K - $60.7K
|
54.6K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.2KNew |
$60.2K - $60.5K
|
1.2K
$60.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 0.69% |
$4.37K - $4.39K
|
12.6K
$636K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-981- 20.48% |
$49.3K - $49.5K
|
3.81K
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
53+ 0.36% |
$2.66K - $2.67K
|
14.7K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
51.6KNew |
$2.59M - $2.6M
|
51.6K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
23.2K+ 40.36% |
$1.16M - $1.17M
|
80.6K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-218K- 83.76% |
$10.9M - $11M
|
42.2K
$2.13M
|