Latest Institutional Purchases of Wisdomtree Floating Rate Treas (USFR)
This list provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
96.2K+ 28.9% |
$4.83M - $4.85M
|
429K
$21.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
56.5K+ 28.23% |
$2.84M - $2.85M
|
257K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
50.1K+ 12.57% |
$2.52M - $2.53M
|
449K
$22.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
24.8KNew |
$1.24M - $1.25M
|
24.8K
$1.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.3K+ 10.81% |
$1.02M - $1.02M
|
208K
$10.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
8.16K+ 10.5% |
$410K - $411K
|
85.9K
$4.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.72K+ 2.34% |
$388K - $389K
|
337K
$17M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.32K+ 13.0% |
$217K - $218K
|
37.6K
$1.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3K+ 9.85% |
$151K - $151K
|
33.5K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.63K+ 9.31% |
$132K - $133K
|
30.9K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.44K+ 27.68% |
$123K - $123K
|
11.3K
$567K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
329+ 1.23% |
$16.5K - $16.6K
|
27K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
306New |
$15.4K - $15.4K
|
306
$15.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.19% |
$1K - $1.01K
|
10.5K
$530K
|
|
| Q3 2025 | |||||||
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1M+ 257.0% |
$707M - $710M
|
19.5M
$984M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.24M+ 821.21% |
$62.2M - $62.5M
|
1.39M
$69.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
418K+ 90.28% |
$21M - $21.1M
|
881K
$44.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
358K+ 5.61% |
$18M - $18.1M
|
6.74M
$339M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
357K+ 468.15% |
$17.9M - $18M
|
433K
$21.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
291K+ 31.37% |
$14.6M - $14.7M
|
1.22M
$61.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 15.1% |
$11.9M - $11.9M
|
1.8M
$90.8M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
233K+ 72.41% |
$11.7M - $11.7M
|
554K
$27.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
229K+ 12.33% |
$11.5M - $11.6M
|
2.09M
$105M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
226K+ 371.35% |
$11.3M - $11.4M
|
286K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
200KNew |
$10M - $10.1M
|
200K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
189K+ 1004.05% |
$9.5M - $9.54M
|
208K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
174KNew |
$8.73M - $8.77M
|
174K
$8.75M
|
|
|
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
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
161K+ 63.42% |
$8.09M - $8.13M
|
415K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
135K+ 69.02% |
$6.79M - $6.83M
|
331K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131KNew |
$6.56M - $6.6M
|
131K
$6.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130K+ 12.08% |
$6.52M - $6.55M
|
1.2M
$60.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
120K+ 615.69% |
$6.04M - $6.07M
|
140K
$7.04M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
115K+ 1.65% |
$5.78M - $5.81M
|
7.08M
$356M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
113K+ 63.08% |
$5.69M - $5.72M
|
293K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
108K+ 37.56% |
$5.43M - $5.46M
|
396K
$19.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
102K+ 106.12% |
$5.14M - $5.17M
|
199K
$10M
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
BUY
|
- |
89.8K+ 21.61% |
$4.51M - $4.53M
|
505K
$25.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
87.9KNew |
$4.42M - $4.44M
|
87.9K
$4.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
87.4KNew |
$4.39M - $4.41M
|
87.4K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
85.1K+ 29.0% |
$4.27M - $4.29M
|
378K
$19.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
83.5K+ 7.13% |
$4.19M - $4.21M
|
1.25M
$63.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
81.2K+ 40.73% |
$4.08M - $4.1M
|
280K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
80K+ 16.55% |
$4.02M - $4.04M
|
563K
$28.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
76.1K+ 30.62% |
$3.82M - $3.84M
|
325K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
71.6KNew |
$3.6M - $3.61M
|
71.6K
$3.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
70.8K+ 28.41% |
$3.56M - $3.57M
|
320K
$16.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
62.8K+ 10.18% |
$3.15M - $3.17M
|
679K
$34.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
62.6K+ 31.34% |
$3.14M - $3.16M
|
262K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.5K+ 73.26% |
$2.99M - $3M
|
141K
$7.08M
|
|