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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11KNew |
$551K - $553K
|
11K
$552K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.9K+ 60.84% |
$550K - $553K
|
28.9K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.8KNew |
$544K - $546K
|
10.8K
$545K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 29.33% |
$532K - $534K
|
46.7K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
10.1K+ 3.84% |
$509K - $511K
|
274K
$13.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
9.88K+ 3.92% |
$496K - $499K
|
262K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.41K+ 38.19% |
$472K - $475K
|
34K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9K+ 5.56% |
$452K - $454K
|
171K
$8.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.73K+ 1.22% |
$439K - $441K
|
723K
$36.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8.67KNew |
$436K - $438K
|
8.67K
$437K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.89KNew |
$397K - $398K
|
7.89K
$397K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.88K+ 9.11% |
$396K - $398K
|
94.5K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
7.85KNew |
$394K - $396K
|
7.85K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.38KNew |
$371K - $373K
|
7.38K
$372K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.22KNew |
$363K - $364K
|
7.22K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.11K+ 3.78% |
$357K - $359K
|
195K
$9.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.08K+ 6.28% |
$356K - $357K
|
120K
$6.03M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.02KNew |
$353K - $355K
|
7.02K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7K+ 2.64% |
$352K - $353K
|
272K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.75K+ 72.53% |
$339K - $341K
|
16.1K
$809K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$336K - $337K
|
6.68K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.62K+ 11.1% |
$333K - $334K
|
66.3K
$3.34M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
6.55K+ 96.32% |
$329K - $330K
|
13.3K
$672K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.46K+ 41.63% |
$324K - $326K
|
22K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.4KNew |
$321K - $323K
|
6.4K
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$301K - $303K
|
6K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.94K+ 110.54% |
$298K - $300K
|
11.3K
$569K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.8K+ 3.05% |
$291K - $293K
|
196K
$9.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.67K+ 53.65% |
$285K - $286K
|
16.2K
$818K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.55K+ 109.3% |
$279K - $280K
|
10.6K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
5.4K+ 287.63% |
$271K - $272K
|
7.27K
$366K
|
|