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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.4M - $1.41M
|
27.9K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$999K - $1M
|
19.9K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
17.9KNew |
$901K - $904K
|
17.9K
$902K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
16.3KNew |
$821K - $824K
|
16.3K
$822K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
14.2KNew |
$716K - $718K
|
14.2K
$717K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$617K - $619K
|
12.3K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12KNew |
$604K - $607K
|
12K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11.9KNew |
$596K - $598K
|
11.9K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.1KNew |
$509K - $511K
|
10.1K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.89KNew |
$447K - $449K
|
8.89K
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
7.5KNew |
$377K - $379K
|
7.5K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
6.02KNew |
$303K - $304K
|
6.02K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6KNew |
$302K - $303K
|
6K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.57KNew |
$280K - $281K
|
5.57K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.42K+ 14.11% |
$272K - $273K
|
43.8K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.13KNew |
$258K - $259K
|
5.13K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.66KNew |
$234K - $235K
|
4.66K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.1KNew |
$206K - $207K
|
4.1K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.06KNew |
$204K - $205K
|
4.06K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
3.55K+ 210.39% |
$178K - $179K
|
5.23K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.27KNew |
$164K - $165K
|
3.27K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.94K+ 10.79% |
$148K - $148K
|
30.2K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.29K+ 10.12% |
$115K - $116K
|
24.9K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.03K+ 230.8% |
$102K - $103K
|
2.91K
$147K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.93KNew |
$96.8K - $97.2K
|
1.93K
$97K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.84KNew |
$92.6K - $93K
|
1.84K
$92.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.58KNew |
$79.6K - $79.9K
|
1.58K
$79.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
936+ 16.82% |
$47.1K - $47.2K
|
6.5K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
517+ 8.6% |
$26K - $26.1K
|
6.53K
$329K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
415+ 0.8% |
$20.9K - $20.9K
|
52.1K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
256New |
$12.9K - $12.9K
|
256
$12.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
133New |
$6.69K - $6.71K
|
133
$6.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
99New |
$4.98K - $5K
|
99
$4.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
59New |
$2.97K - $2.98K
|
59
$2.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
29New |
$1.46K - $1.46K
|
29
$1.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.41% |
$955 - $959
|
4.61K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 1.15% |
$251 - $252
|
440
$22.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
441K+ 24.06% |
$22.2M - $22.3M
|
2.28M
$115M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
55.8KNew |
$2.8M - $2.82M
|
55.8K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
46.9K+ 38.94% |
$2.36M - $2.37M
|
167K
$8.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
29.6KNew |
$1.49M - $1.5M
|
29.6K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.5KNew |
$1.33M - $1.34M
|
26.5K
$1.33M
|
|