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 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.4KNew |
$321K - $323K
|
6.4K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-430K- 61.62% |
$21.6M - $21.7M
|
268K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.43K- 6.32% |
$273K - $274K
|
80.5K
$4.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-29.3K- 13.51% |
$1.47M - $1.48M
|
188K
$9.45M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
16.5K+ 3.3% |
$827K - $831K
|
516K
$26M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-15.9K- 3.98% |
$800K - $804K
|
384K
$19.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.23K+ 8.07% |
$363K - $365K
|
96.9K
$4.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.28K+ 6.74% |
$114K - $115K
|
36K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
49.2K+ 18.63% |
$2.47M - $2.48M
|
313K
$15.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.7K+ 19.0% |
$937K - $942K
|
117K
$5.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-55.4K- 32.83% |
$2.78M - $2.8M
|
113K
$5.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
490+ 2.15% |
$24.6K - $24.7K
|
23.3K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-8.31K- 9.46% |
$418K - $420K
|
79.6K
$4.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
28.8K+ 599.85% |
$1.45M - $1.46M
|
33.6K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.13K+ 6.37% |
$56.5K - $56.8K
|
18.8K
$946K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.25KNew |
$62.9K - $63.3K
|
1.25K
$63.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
161K+ 63.42% |
$8.09M - $8.13M
|
415K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.5K- 15.94% |
$728K - $732K
|
76.5K
$3.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.75K+ 72.53% |
$339K - $341K
|
16.1K
$809K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.9K+ 25.29% |
$646K - $649K
|
63.7K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
171K+ 85.74% |
$8.61M - $8.65M
|
371K
$18.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-753- 11.71% |
$37.8K - $38K
|
5.68K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-38.9K- 6.47% |
$1.95M - $1.96M
|
562K
$28.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.94K+ 110.54% |
$298K - $300K
|
11.3K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
6.55K+ 96.32% |
$329K - $330K
|
13.3K
$672K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.23K- 1.46% |
$313K - $315K
|
421K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-80- 8.02% |
$4.02K - $4.04K
|
918
$46.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.92KNew |
$247K - $249K
|
4.92K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.77K+ 8.3% |
$189K - $190K
|
49.2K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-20.6K- 1.38% |
$1.03M - $1.04M
|
1.47M
$74.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.61K+ 8.27% |
$181K - $182K
|
47.2K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-457K- 32.22% |
$23M - $23.1M
|
961K
$48.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.28K+ 1.76% |
$114K - $115K
|
132K
$6.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
15+ 0.2% |
$753 - $757
|
7.48K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-55K- 46.4% |
$2.76M - $2.78M
|
63.5K
$3.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.77K- 6.26% |
$139K - $140K
|
41.4K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-41.4K- 4.28% |
$2.08M - $2.09M
|
927K
$46.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.36K- 3.18% |
$219K - $220K
|
133K
$6.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.4K+ 13.26% |
$624K - $628K
|
106K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-50.3K- 33.59% |
$2.53M - $2.54M
|
99.4K
$5.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47- 3.62% |
$2.36K - $2.37K
|
1.25K
$63.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-42.8K- 22.36% |
$2.15M - $2.16M
|
149K
$7.48M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-93.8K- 18.55% |
$4.71M - $4.74M
|
412K
$20.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.51K+ 16.27% |
$75.6K - $76K
|
10.8K
$542K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-182K- 55.91% |
$9.14M - $9.19M
|
144K
$7.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-29.6K- 10.46% |
$1.49M - $1.49M
|
253K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
70.8K+ 28.41% |
$3.56M - $3.57M
|
320K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 1.3% |
$3.32K - $3.33K
|
5.13K
$258K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-806- 10.81% |
$40.5K - $40.7K
|
6.65K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 15.7% |
$819K - $823K
|
87.5K
$4.41M
|
|