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 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
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
32.3KNew |
$1.62M - $1.63M
|
32.3K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32KNew |
$1.61M - $1.62M
|
32K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
30.5KNew |
$1.53M - $1.54M
|
30.5K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.1K+ 78.43% |
$1.51M - $1.52M
|
68.6K
$3.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
29.5K+ 29.45% |
$1.48M - $1.49M
|
130K
$6.53M
|
|
|
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
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
26.8K+ 11.24% |
$1.35M - $1.36M
|
266K
$13.4M
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
25.3K+ 48.17% |
$1.27M - $1.28M
|
77.8K
$3.92M
|
|
|
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 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
20.3K+ 4.86% |
$1.02M - $1.03M
|
439K
$22.1M
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.7K+ 19.0% |
$937K - $942K
|
117K
$5.88M
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$807K - $811K
|
16.1K
$809K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.8K+ 135.52% |
$792K - $796K
|
27.4K
$1.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
15.7KNew |
$789K - $793K
|
15.7K
$791K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.2KNew |
$764K - $768K
|
15.2K
$766K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.8K+ 4.75% |
$745K - $749K
|
327K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.4K+ 22.23% |
$725K - $729K
|
79.4K
$4M
|
|
|
Nov 05, 2025
Q3 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
13.5K+ 54.96% |
$681K - $684K
|
38.2K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.3K+ 32.69% |
$667K - $670K
|
53.9K
$2.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.2KNew |
$663K - $666K
|
13.2K
$664K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.2K+ 219.48% |
$661K - $665K
|
19.2K
$965K
|
|
|
Nov 04, 2025
Q3 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
13.1K+ 4.75% |
$657K - $660K
|
289K
$14.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13KNew |
$654K - $658K
|
13K
$656K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13KNew |
$652K - $655K
|
13K
$653K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.9K+ 25.29% |
$646K - $649K
|
63.7K
$3.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
12.4K+ 13.26% |
$624K - $628K
|
106K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 50.66% |
$611K - $614K
|
36.2K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12KNew |
$601K - $604K
|
12K
$602K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$593K - $596K
|
11.8K
$594K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.6KNew |
$584K - $587K
|
11.6K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 11.85% |
$565K - $568K
|
106K
$5.35M
|
|