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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-48K- 38.18% |
$2.41M - $2.42M
|
77.8K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12K- 23.49% |
$601K - $604K
|
39K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17.7K+ 118.85% |
$891K - $895K
|
32.7K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.94K- 7.13% |
$349K - $350K
|
90.5K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
203+ 1.35% |
$10.2K - $10.2K
|
15.2K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
861KNew |
$43.2M - $43.4M
|
861K
$43.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
255KNew |
$12.8M - $12.9M
|
255K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.15M+ 23.46% |
$209M - $209M
|
21.8M
$1.1B
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.93K- 26.86% |
$398K - $400K
|
21.6K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-21.3K- 6.48% |
$1.07M - $1.08M
|
308K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-20K- 10.53% |
$1M - $1.01M
|
170K
$8.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
31.6K+ 6.86% |
$1.59M - $1.59M
|
492K
$24.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.15% |
$653 - $656
|
1.14K
$57.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
774KNew |
$38.9M - $39.1M
|
774K
$39M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.2K+ 68.31% |
$1.22M - $1.22M
|
59.7K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117K+ 13.52% |
$5.9M - $5.93M
|
986K
$49.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
22.3K+ 6.57% |
$1.12M - $1.13M
|
362K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.17K- 22.02% |
$259K - $261K
|
18.3K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.8K+ 59.84% |
$241K - $242K
|
12.8K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
36.4K+ 147.2% |
$1.83M - $1.84M
|
61.2K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
81+ 1.4% |
$4.07K - $4.09K
|
5.89K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-340K- 98.04% |
$17.1M - $17.2M
|
6.8K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 1.44% |
$51.8K - $52.1K
|
70.9K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-488K- 98.18% |
$24.5M - $24.6M
|
9.03K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.82K- 3.47% |
$242K - $243K
|
134K
$6.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
496KNew |
$24.9M - $25M
|
496K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-11.4K- 57.97% |
$571K - $573K
|
8.24K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-36.2K- 32.43% |
$1.82M - $1.83M
|
75.4K
$3.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.18K+ 9.85% |
$310K - $312K
|
68.9K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16.8K+ 9.96% |
$846K - $850K
|
186K
$9.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-670- 0.39% |
$33.7K - $33.8K
|
171K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
131KNew |
$6.57M - $6.6M
|
131K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
575+ 15.54% |
$28.9K - $29K
|
4.28K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-34K- 15.18% |
$1.71M - $1.72M
|
190K
$9.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
8.49K+ 166.7% |
$426K - $428K
|
13.6K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4.86MNew |
$244M - $245M
|
4.86M
$245M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
667New |
$33.5K - $33.7K
|
667
$33.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.04K+ 4.91% |
$203K - $204K
|
86.2K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-152- 0.45% |
$7.63K - $7.67K
|
33.9K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-9.28K- 6.03% |
$466K - $468K
|
145K
$7.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 4.15% |
$1.81M - $1.82M
|
906K
$45.7M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.92K+ 18.73% |
$96.6K - $97K
|
12.2K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
17.3K+ 2.02% |
$867K - $870K
|
873K
$44M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48.2K- 39.97% |
$2.42M - $2.43M
|
72.4K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
60KNew |
$3.02M - $3.03M
|
60K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52.6K- 15.23% |
$2.64M - $2.65M
|
293K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 8.49% |
$168K - $169K
|
42.7K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
141+ 0.44% |
$7.08K - $7.11K
|
32K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-105K- 19.97% |
$5.3M - $5.32M
|
423K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
9.69K+ 8.13% |
$487K - $489K
|
129K
$6.5M
|