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 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-392- 0.06% |
$19.7K - $19.8K
|
615K
$31M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-232K- 86.76% |
$11.7M - $11.7M
|
35.4K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
102K+ 106.12% |
$5.14M - $5.17M
|
199K
$10M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-110K- 7.41% |
$5.54M - $5.57M
|
1.38M
$69.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.46K+ 41.63% |
$324K - $326K
|
22K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
988+ 6.59% |
$49.6K - $49.9K
|
16K
$805K
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
135K+ 69.02% |
$6.79M - $6.83M
|
331K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.24K+ 9.89% |
$213K - $214K
|
47.1K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7K+ 2.64% |
$352K - $353K
|
272K
$13.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15.7KNew |
$789K - $793K
|
15.7K
$791K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.41K+ 38.19% |
$472K - $475K
|
34K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
919+ 6.26% |
$46.2K - $46.4K
|
15.6K
$786K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-619- 1.36% |
$31.1K - $31.2K
|
44.9K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
4.6K+ 1.49% |
$231K - $232K
|
314K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.73K+ 1.22% |
$439K - $441K
|
723K
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
425New |
$21.3K - $21.5K
|
425
$21.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-98- 1.62% |
$4.92K - $4.95K
|
5.95K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-142- 0.07% |
$7.13K - $7.17K
|
200K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
422+ 1.86% |
$21.2K - $21.3K
|
23.2K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.62K+ 10.47% |
$232K - $233K
|
48.7K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-76K- 15.36% |
$3.82M - $3.83M
|
419K
$21.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-16.2K- 3.89% |
$812K - $816K
|
399K
$20.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
35K+ 11.74% |
$1.76M - $1.77M
|
333K
$16.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.3K- 50.28% |
$266K - $267K
|
5.24K
$264K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 11.85% |
$565K - $568K
|
106K
$5.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
418K+ 90.28% |
$21M - $21.1M
|
881K
$44.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-7.48K- 13.11% |
$376K - $378K
|
49.6K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
120K+ 615.69% |
$6.04M - $6.07M
|
140K
$7.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-35.8K- 86.34% |
$1.8M - $1.81M
|
5.66K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62.6K+ 31.34% |
$3.14M - $3.16M
|
262K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
172+ 1.07% |
$8.64K - $8.68K
|
16.3K
$821K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
20.3K+ 4.86% |
$1.02M - $1.03M
|
439K
$22.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.5K- 16.83% |
$1.23M - $1.24M
|
121K
$6.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
32.6K+ 21.11% |
$1.64M - $1.65M
|
187K
$9.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.22K- 15.32% |
$112K - $112K
|
12.3K
$618K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-364- 95.29% |
$18.3K - $18.4K
|
18
$906
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.69K+ 19.36% |
$185K - $186K
|
22.7K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.75K- 2.43% |
$238K - $240K
|
191K
$9.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
83.5K+ 7.13% |
$4.19M - $4.21M
|
1.25M
$63.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
602+ 0.4% |
$30.2K - $30.4K
|
150K
$7.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
451+ 2.07% |
$22.7K - $22.8K
|
22.3K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.9K+ 60.84% |
$550K - $553K
|
28.9K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.54K- 12.16% |
$77.2K - $77.5K
|
11.1K
$559K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
104+ 1.75% |
$5.22K - $5.25K
|
6.04K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
1.66K+ 6.24% |
$83.5K - $83.9K
|
28.3K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.72K- 17.06% |
$86.5K - $87K
|
8.38K
$422K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
76.1K+ 30.62% |
$3.82M - $3.84M
|
325K
$16.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
30.5KNew |
$1.53M - $1.54M
|
30.5K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-181K- 24.15% |
$9.09M - $9.13M
|
568K
$28.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 2.88% |
$189K - $190K
|
134K
$6.75M
|
|