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 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
706KNew |
$35.5M - $35.6M
|
706K
$35.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
318K+ 48.69% |
$15.9M - $16M
|
970K
$48.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
303K+ 25.31% |
$15.2M - $15.3M
|
1.5M
$75.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
216K+ 56.39% |
$10.9M - $10.9M
|
599K
$30.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
168K+ 62.31% |
$8.45M - $8.49M
|
438K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
157KNew |
$7.89M - $7.93M
|
157K
$7.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141KNew |
$7.07M - $7.1M
|
141K
$7.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
135KNew |
$6.8M - $6.83M
|
135K
$6.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
114K+ 7.58% |
$5.71M - $5.73M
|
1.61M
$81.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
106K+ 55.56% |
$5.32M - $5.35M
|
297K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
92.9K+ 131.8% |
$4.67M - $4.69M
|
163K
$8.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
84K+ 426.25% |
$4.22M - $4.24M
|
104K
$5.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
78.2K+ 20.14% |
$3.93M - $3.95M
|
466K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
75.7KNew |
$3.8M - $3.82M
|
75.7K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
67.2K+ 56.27% |
$3.37M - $3.39M
|
187K
$9.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
58.2K+ 30.14% |
$2.92M - $2.93M
|
251K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
48.5K+ 3.56% |
$2.44M - $2.45M
|
1.41M
$71.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
38.2K+ 16.36% |
$1.92M - $1.93M
|
272K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
34.8K+ 16.24% |
$1.75M - $1.75M
|
249K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.7K+ 22.06% |
$1.64M - $1.65M
|
181K
$9.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.8K+ 2.89% |
$1.55M - $1.55M
|
1.09M
$55.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
27.1K+ 17.81% |
$1.36M - $1.37M
|
179K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
25K+ 50.22% |
$1.26M - $1.26M
|
74.8K
$3.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
23KNew |
$1.16M - $1.16M
|
23K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
17.8K+ 16.4% |
$892K - $896K
|
126K
$6.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 54.06% |
$873K - $877K
|
49.5K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.6K+ 12.26% |
$782K - $785K
|
143K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
15.4K+ 4.65% |
$775K - $778K
|
347K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.2KNew |
$765K - $769K
|
15.2K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.6KNew |
$731K - $734K
|
14.6K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.5K+ 110.0% |
$731K - $734K
|
27.8K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
13.6K+ 2.24% |
$681K - $684K
|
619K
$31.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13K+ 8.16% |
$652K - $655K
|
172K
$8.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.5K+ 11.98% |
$626K - $629K
|
117K
$5.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.7K+ 3.41% |
$589K - $591K
|
355K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
8.96K+ 11.93% |
$450K - $452K
|
84.1K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7.88KNew |
$396K - $398K
|
7.88K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.24K+ 5.57% |
$364K - $365K
|
137K
$6.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.98K+ 110.57% |
$351K - $352K
|
13.3K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.68KNew |
$336K - $337K
|
6.68K
$337K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$303K - $305K
|
6.04K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.83K+ 28.27% |
$293K - $294K
|
26.5K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.07K+ 24.93% |
$254K - $256K
|
25.4K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.05K+ 1.21% |
$254K - $255K
|
424K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.31KNew |
$216K - $217K
|
4.31K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.08KNew |
$205K - $206K
|
4.08K
$206K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.8KNew |
$191K - $192K
|
3.8K
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.69K+ 15.39% |
$185K - $186K
|
27.7K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.63K+ 5.81% |
$182K - $183K
|
66.2K
$3.34M
|