Latest Institutional Sells of Wisdomtree Floating Rate Treas (USFR)
This list provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.9M- 99.73% |
$95.5M - $95.9M
|
5.07K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-115K- 7.64% |
$5.77M - $5.8M
|
1.39M
$70M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-112K- 61.67% |
$5.61M - $5.63M
|
69.3K
$3.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-103K- 16.68% |
$5.19M - $5.21M
|
516K
$26M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-94.8K- 13.43% |
$4.77M - $4.79M
|
611K
$30.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-89.7K- 6.56% |
$4.51M - $4.53M
|
1.28M
$64.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-68.8K- 23.21% |
$3.46M - $3.48M
|
228K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-61.5K- 24.73% |
$3.09M - $3.11M
|
187K
$9.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-58.8K- 13.41% |
$2.96M - $2.97M
|
380K
$19.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-41.1K- 98.38% |
$2.07M - $2.08M
|
677
$34.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-37.3K- 4.56% |
$1.87M - $1.88M
|
781K
$39.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-28.5K- 38.06% |
$1.44M - $1.44M
|
46.5K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26.5K- 18.79% |
$1.33M - $1.34M
|
114K
$5.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-22.4K- 10.38% |
$1.13M - $1.13M
|
193K
$9.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-21.3K- 7.96% |
$1.07M - $1.08M
|
247K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.4K- 73.39% |
$1.02M - $1.03M
|
7.39K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-18.8K- 14.05% |
$948K - $952K
|
115K
$5.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15.9K- 15.82% |
$799K - $803K
|
84.6K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-15.9K- 21.23% |
$799K - $802K
|
58.9K
$2.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-14.9K- 44.25% |
$751K - $754K
|
18.8K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.6K- 39.06% |
$583K - $586K
|
18.1K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-10.6K- 6.17% |
$533K - $536K
|
161K
$8.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.93K- 6.4% |
$198K - $198K
|
57.4K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.99K- 41.22% |
$150K - $151K
|
4.27K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.67K- 0.17% |
$134K - $135K
|
1.61M
$81.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-2.57K- 35.37% |
$129K - $130K
|
4.69K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-2.21K- 6.6% |
$111K - $112K
|
31.3K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.14K- 93.31% |
$107K - $108K
|
153
$7.71K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.74K- 7.15% |
$87.3K - $87.7K
|
22.6K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.3K- 0.48% |
$65.4K - $65.7K
|
271K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-433- 2.86% |
$21.8K - $21.9K
|
14.7K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-363- 2.08% |
$18.3K - $18.3K
|
17.1K
$860K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-259- 11.87% |
$13K - $13.1K
|
1.92K
$97K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-249- 1.31% |
$12.5K - $12.6K
|
18.7K
$945K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-152- 1.2% |
$7.64K - $7.68K
|
12.5K
$629K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-63- 1.03% |
$3.17K - $3.18K
|
6.05K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-25- 0.19% |
$1.26K - $1.26K
|
13.2K
$667K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.52M- 48.75% |
$478M - $480M
|
10M
$504M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520K- 12.13% |
$26.1M - $26.2M
|
3.77M
$190M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-488K- 98.18% |
$24.5M - $24.6M
|
9.03K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-480K- 49.3% |
$24.1M - $24.2M
|
493K
$24.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-475K- 33.68% |
$23.8M - $24M
|
935K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-446K- 7.15% |
$22.4M - $22.5M
|
5.79M
$292M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-444K- 45.57% |
$22.3M - $22.4M
|
530K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438K- 2.85% |
$22M - $22.1M
|
14.9M
$752M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341K- 8.96% |
$17.1M - $17.2M
|
3.46M
$174M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-340K- 98.04% |
$17.1M - $17.2M
|
6.8K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 1.74% |
$17.1M - $17.2M
|
19.2M
$970M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315K- 87.87% |
$15.8M - $15.9M
|
43.4K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-311K- 5.17% |
$15.6M - $15.7M
|
5.7M
$287M
|
|