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 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 54.06% |
$873K - $877K
|
49.5K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
17.3K+ 2.02% |
$867K - $870K
|
873K
$44M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16.8K+ 9.96% |
$846K - $850K
|
186K
$9.36M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 12.1% |
$830K - $834K
|
153K
$7.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15.6K+ 12.26% |
$782K - $785K
|
143K
$7.18M
|
|
|
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
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.6KNew |
$731K - $734K
|
14.6K
$733K
|
|
|
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
$8.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.5K+ 11.98% |
$626K - $629K
|
117K
$5.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11.7K+ 3.41% |
$589K - $591K
|
355K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
9.69K+ 8.13% |
$487K - $489K
|
129K
$6.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
9.18KNew |
$461K - $463K
|
9.18K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.18K+ 203.77% |
$461K - $463K
|
13.7K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
8.96K+ 11.93% |
$450K - $452K
|
84.1K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
8.49K+ 166.7% |
$426K - $428K
|
13.6K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.38K+ 19.33% |
$421K - $423K
|
51.7K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7.88KNew |
$396K - $398K
|
7.88K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.24K+ 5.57% |
$364K - $365K
|
137K
$6.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.98K+ 110.57% |
$351K - $352K
|
13.3K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.68KNew |
$336K - $337K
|
6.68K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.18K+ 9.85% |
$310K - $312K
|
68.9K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
6.15KNew |
$309K - $310K
|
6.15K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.13K+ 67.65% |
$308K - $309K
|
15.2K
$765K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.04KNew |
$303K - $305K
|
6.04K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.83K+ 28.27% |
$293K - $294K
|
26.5K
$1.33M
|
|
|
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
$21.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.8K+ 59.84% |
$241K - $242K
|
12.8K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.48K+ 6.36% |
$225K - $226K
|
75K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.31KNew |
$216K - $217K
|
4.31K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.26K+ 16.75% |
$214K - $215K
|
29.7K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.08K+ 1.67% |
$205K - $206K
|
249K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.08KNew |
$205K - $206K
|
4.08K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.04K+ 4.91% |
$203K - $204K
|
86.2K
$4.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.8KNew |
$191K - $192K
|
3.8K
$191K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.69K+ 15.39% |
$185K - $186K
|
27.7K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.63K+ 5.81% |
$182K - $183K
|
66.2K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 8.49% |
$168K - $169K
|
42.7K
$2.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
3.25K+ 40.3% |
$163K - $164K
|
11.3K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.21K+ 64.53% |
$161K - $162K
|
8.17K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.82K+ 54.23% |
$142K - $142K
|
8.03K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.81K+ 63.32% |
$141K - $142K
|
7.26K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.73K+ 11.61% |
$137K - $138K
|
26.2K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.42K+ 24.34% |
$122K - $122K
|
12.4K
$623K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.29KNew |
$115K - $115K
|
2.29K
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.2K+ 2.36% |
$110K - $111K
|
95.2K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.17K+ 14.23% |
$109K - $109K
|
17.4K
$877K
|