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 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
923+ 1.71% |
$46.4K - $46.6K
|
54.9K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
919+ 6.26% |
$46.2K - $46.4K
|
15.6K
$786K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
846+ 251.79% |
$42.5K - $42.7K
|
1.18K
$59.5K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
818+ 5.99% |
$41.1K - $41.3K
|
14.5K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
732+ 0.43% |
$36.8K - $37K
|
172K
$8.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
700+ 2.95% |
$35.2K - $35.3K
|
24.4K
$1.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
693+ 2.07% |
$34.8K - $35K
|
34.2K
$1.72M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
622+ 2.28% |
$31.2K - $31.4K
|
27.9K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
602+ 0.4% |
$30.2K - $30.4K
|
150K
$7.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
595New |
$29.9K - $30K
|
595
$30K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
584+ 3.73% |
$29.3K - $29.5K
|
16.2K
$817K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
523+ 2.74% |
$26.3K - $26.4K
|
19.6K
$989K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
511+ 5.17% |
$25.7K - $25.8K
|
10.4K
$524K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
503+ 1.1% |
$25.3K - $25.4K
|
46.2K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
496+ 1.41% |
$24.9K - $25K
|
35.6K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
495+ 3.29% |
$24.9K - $25K
|
15.5K
$782K
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
490+ 2.15% |
$24.6K - $24.7K
|
23.3K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
482+ 6.47% |
$24.2K - $24.3K
|
7.93K
$399K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
455New |
$22.9K - $23K
|
455
$22.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
451+ 2.07% |
$22.7K - $22.8K
|
22.3K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
448+ 0.7% |
$22.5K - $22.6K
|
64.8K
$3.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
435+ 1.94% |
$21.9K - $22K
|
22.8K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
425New |
$21.3K - $21.5K
|
425
$21.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
219+ 0.69% |
$11K - $11.1K
|
32K
$1.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
172+ 1.07% |
$8.64K - $8.68K
|
16.3K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
151+ 3.03% |
$7.58K - $7.62K
|
5.13K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
128+ 1.07% |
$6.43K - $6.46K
|
12.1K
$611K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
122+ 0.43% |
$6.13K - $6.16K
|
28.6K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100New |
$5.02K - $5.05K
|
100
$5.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
85New |
$4.27K - $4.29K
|
85
$4.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
69New |
$3.47K - $3.48K
|
69
$3.47K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
66+ 50.38% |
$3.32K - $3.33K
|
197
$9.92K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
66+ 1.3% |
$3.32K - $3.33K
|
5.13K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
64+ 1.07% |
$3.21K - $3.23K
|
6.02K
$303K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 1.07% |
$2.56K - $2.57K
|
4.81K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50+ 7.5% |
$2.51K - $2.52K
|
717
$36.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40+ 0.3% |
$2.01K - $2.02K
|
13.4K
$675K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
38New |
$1.91K - $1.92K
|
38
$1.91K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35+ 0.34% |
$1.76K - $1.77K
|
10.2K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 1.1% |
$904 - $909
|
1.66K
$83.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 7.94% |
$854 - $858
|
231
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14+ 0.48% |
$703 - $707
|
2.93K
$147K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6+ 0.11% |
$301 - $303
|
5.38K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.41% |
$50.2 - $50.5
|
247
$12.4K
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
98.7K+ 35.92% |
$4.96M - $4.98M
|
373K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.9KNew |
$3.56M - $3.58M
|
70.9K
$3.57M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.1K+ 2.07% |
$3.47M - $3.49M
|
3.41M
$172M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
60.9KNew |
$3.06M - $3.07M
|
60.9K
$3.06M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
40.5K+ 14.52% |
$2.04M - $2.04M
|
320K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
28KNew |
$1.41M - $1.41M
|
28K
$1.41M
|
|