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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10.8K- 30.99% |
$541K - $544K
|
24K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.05K
|
100
$5.04K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.75K+ 6.48% |
$138K - $139K
|
45.2K
$2.28M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
622+ 2.28% |
$31.2K - $31.4K
|
27.9K
$1.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-39.3K- 17.53% |
$1.98M - $1.98M
|
185K
$9.31M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$991K - $996K
|
19.7K
$994K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.62K- 26.74% |
$332K - $334K
|
18.1K
$913K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$336K - $337K
|
6.68K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
32.3KNew |
$1.62M - $1.63M
|
32.3K
$1.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.45K- 52.41% |
$374K - $376K
|
6.76K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.36K- 3.94% |
$219K - $220K
|
106K
$5.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1M+ 257.0% |
$707M - $710M
|
19.5M
$984M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.54K- 3.03% |
$127K - $128K
|
81.2K
$4.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
226K+ 371.35% |
$11.3M - $11.4M
|
286K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
511+ 5.17% |
$25.7K - $25.8K
|
10.4K
$524K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.09K+ 6.1% |
$256K - $257K
|
88.5K
$4.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 7.94% |
$854 - $858
|
231
$11.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-56.7K- 9.5% |
$2.85M - $2.86M
|
540K
$27.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
219+ 0.69% |
$11K - $11.1K
|
32K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.6KNew |
$584K - $587K
|
11.6K
$585K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
16.2K+ 27.68% |
$812K - $816K
|
74.5K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
2.4K+ 3.29% |
$121K - $121K
|
75.3K
$3.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
200KNew |
$10M - $10.1M
|
200K
$10.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 2.95% |
$1.18M - $1.19M
|
776K
$39.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-62.1K- 9.25% |
$3.12M - $3.13M
|
609K
$30.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.27K- 18.52% |
$164K - $165K
|
14.4K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.1K+ 78.43% |
$1.51M - $1.52M
|
68.6K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6+ 0.11% |
$301 - $303
|
5.38K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.57K+ 16.63% |
$129K - $130K
|
18K
$907K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.56K- 17.84% |
$129K - $129K
|
11.8K
$594K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-406K- 50.08% |
$20.4M - $20.5M
|
405K
$20.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.28K- 4.06% |
$114K - $115K
|
53.8K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-74.4K- 23.13% |
$3.74M - $3.76M
|
247K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
291K+ 31.37% |
$14.6M - $14.7M
|
1.22M
$61.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.97K- 8.82% |
$98.9K - $99.3K
|
20.4K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
57.5KNew |
$2.89M - $2.9M
|
57.5K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-733- 1.6% |
$36.8K - $37K
|
45.2K
$2.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 10.59% |
$275K - $277K
|
46.3K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-10.6K- 21.38% |
$534K - $536K
|
39.1K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-7.91K- 5.66% |
$397K - $399K
|
132K
$6.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.22KNew |
$363K - $364K
|
7.22K
$363K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.17K- 47.24% |
$209K - $210K
|
4.65K
$234K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40+ 0.3% |
$2.01K - $2.02K
|
13.4K
$675K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.6K+ 156.45% |
$1.89M - $1.9M
|
61.7K
$3.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.8K+ 3.05% |
$291K - $293K
|
196K
$9.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.89K- 35.15% |
$195K - $196K
|
7.17K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-208- 90.83% |
$10.4K - $10.5K
|
21
$1.06K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 4.75% |
$745K - $749K
|
327K
$16.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-540- 11.57% |
$27.1K - $27.3K
|
4.13K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.4KNew |
$321K - $323K
|
6.4K
$322K
|
|