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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
412KNew |
$20.7M - $20.8M
|
412K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
403K+ 601.05% |
$20.3M - $20.3M
|
470K
$23.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
151K+ 595.15% |
$7.6M - $7.63M
|
176K
$8.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
65.7K+ 51.49% |
$3.3M - $3.32M
|
193K
$9.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
56.1K+ 19.43% |
$2.82M - $2.84M
|
345K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
53.4K+ 201.8% |
$2.69M - $2.7M
|
79.9K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
40K+ 15.95% |
$2.01M - $2.02M
|
291K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
38K+ 21.18% |
$1.91M - $1.92M
|
217K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35.4K+ 18.98% |
$1.78M - $1.79M
|
222K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.9K+ 7.05% |
$1.65M - $1.66M
|
499K
$25.1M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
22.2K+ 7.22% |
$1.12M - $1.12M
|
330K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19.8KNew |
$997K - $1M
|
19.8K
$997K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
19.7K+ 4.14% |
$989K - $993K
|
494K
$24.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8.98K+ 12.68% |
$452K - $454K
|
79.8K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
7.13K+ 3.75% |
$358K - $360K
|
197K
$9.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.75K+ 89.0% |
$339K - $341K
|
14.3K
$721K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.38K+ 59755.56% |
$270K - $272K
|
5.39K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
5.09K+ 3.6% |
$256K - $257K
|
146K
$7.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
4.9KNew |
$246K - $247K
|
4.9K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.28K+ 11.9% |
$215K - $216K
|
40.2K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.25K+ 4.7% |
$214K - $215K
|
94.7K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.08K+ 2.88% |
$205K - $206K
|
146K
$7.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
3.98K+ 18.97% |
$200K - $201K
|
24.9K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.25K+ 79.72% |
$163K - $164K
|
7.33K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.26K+ 20.22% |
$114K - $114K
|
13.5K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.22K+ 33.48% |
$111K - $112K
|
8.83K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.87K+ 7.12% |
$93.8K - $94.2K
|
28.1K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.63K+ 38.59% |
$81.8K - $82.2K
|
5.84K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.48K+ 22.1% |
$74.3K - $74.6K
|
8.16K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.45K+ 5.78% |
$73K - $73.3K
|
26.6K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.32K+ 21.79% |
$66.2K - $66.5K
|
7.36K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.13K+ 1.55% |
$56.6K - $56.9K
|
73.9K
$3.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.11K+ 5.72% |
$55.8K - $56K
|
20.5K
$1.03M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 1.41% |
$53.6K - $53.8K
|
76.5K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
752+ 0.1% |
$37.8K - $38K
|
775K
$39M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
638+ 1.71% |
$32.1K - $32.2K
|
38K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
615+ 3.89% |
$30.9K - $31.1K
|
16.4K
$827K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
336New |
$16.9K - $17K
|
336
$16.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
334+ 1.04% |
$16.8K - $16.9K
|
32.6K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
239+ 1.93% |
$12K - $12.1K
|
12.6K
$634K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
110+ 0.55% |
$5.53K - $5.56K
|
20.2K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
109+ 0.21% |
$5.48K - $5.5K
|
51.7K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
27+ 0.1% |
$1.36K - $1.36K
|
28.2K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.93% |
$201 - $202
|
435
$21.9K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.71MNew |
$287M - $288M
|
5.71M
$287M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4.86MNew |
$244M - $245M
|
4.86M
$245M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.15M+ 23.46% |
$209M - $209M
|
21.8M
$1.1B
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.9MNew |
$95.7M - $96.1M
|
1.9M
$95.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5M+ 18240.92% |
$75.3M - $75.7M
|
1.51M
$75.9M
|
|