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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
171K+ 50.4% |
$8.57M - $8.61M
|
509K
$25.6M
|
|
|
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
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
115K+ 53.65% |
$5.78M - $5.81M
|
330K
$16.6M
|
|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
57.5KNew |
$2.89M - $2.9M
|
57.5K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
55.5K+ 8.97% |
$2.79M - $2.8M
|
674K
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51.1K+ 297.32% |
$2.57M - $2.58M
|
68.3K
$3.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
49.2K+ 18.63% |
$2.47M - $2.48M
|
313K
$15.8M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48.4KNew |
$2.43M - $2.44M
|
48.4K
$2.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
48.3K+ 12.8% |
$2.43M - $2.44M
|
426K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
46.5K+ 7.5% |
$2.34M - $2.35M
|
667K
$33.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.2K+ 19.89% |
$2.22M - $2.23M
|
266K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41.4K+ 10.69% |
$2.08M - $2.09M
|
429K
$21.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
37.9KNew |
$1.91M - $1.91M
|
37.9K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.6K+ 156.45% |
$1.89M - $1.9M
|
61.7K
$3.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
36.5K+ 19.39% |
$1.83M - $1.84M
|
224K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
35K+ 11.74% |
$1.76M - $1.77M
|
333K
$16.8M
|
|