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 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
|
|
|
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
|
|
|
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
|
|
|
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 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
32.6K+ 21.11% |
$1.64M - $1.65M
|
187K
$9.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.5K+ 106.05% |
$1.63M - $1.64M
|
63.1K
$3.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
32.3KNew |
$1.62M - $1.63M
|
32.3K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32KNew |
$1.61M - $1.62M
|
32K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.1K+ 78.43% |
$1.51M - $1.52M
|
68.6K
$3.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
28.8K+ 599.85% |
$1.45M - $1.46M
|
33.6K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
27.2KNew |
$1.37M - $1.37M
|
27.2K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
26KNew |
$1.31M - $1.31M
|
26K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.3K+ 0.75% |
$1.27M - $1.28M
|
3.39M
$171M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25.1K+ 9.94% |
$1.26M - $1.27M
|
278K
$14M
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23.7K+ 16.84% |
$1.19M - $1.2M
|
164K
$8.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
BUY
|
- |
23K+ 57.5% |
$1.16M - $1.16M
|
63K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.5K+ 27.11% |
$1.13M - $1.14M
|
106K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.8K+ 368.53% |
$1.05M - $1.05M
|
26.5K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
20.6K+ 19.75% |
$1.03M - $1.04M
|
125K
$6.27M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.7KNew |
$991K - $996K
|
19.7K
$994K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
BUY
|
- |
19.7K+ 10.26% |
$991K - $996K
|
212K
$10.7M
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
18.1K+ 21.55% |
$909K - $913K
|
102K
$5.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
17.4K+ 50.03% |
$873K - $877K
|
52.1K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
17.2K+ 6.24% |
$862K - $866K
|
292K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
16.5K+ 3.3% |
$827K - $831K
|
516K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16.2K+ 21.3% |
$812K - $816K
|
92.1K
$4.64M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
16.2K+ 27.68% |
$812K - $816K
|
74.5K
$3.75M
|
|