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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5M- 92.33% |
$75.2M - $75.5M
|
124K
$6.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31M- 8.42% |
$65.9M - $66.2M
|
14.3M
$719M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.08M- 5.76% |
$54.2M - $54.5M
|
17.7M
$889M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-961K- 55.26% |
$48.3M - $48.5M
|
778K
$39.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-724K- 4.57% |
$36.4M - $36.6M
|
15.1M
$760M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-702K- 3.14% |
$35.2M - $35.4M
|
21.6M
$1.09B
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-686K- 13.79% |
$34.5M - $34.6M
|
4.29M
$216M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-662K- 8.02% |
$33.2M - $33.4M
|
7.59M
$382M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-591K- 86.27% |
$29.7M - $29.8M
|
94K
$4.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-565K- 99.03% |
$28.4M - $28.5M
|
5.54K
$279K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-542K- 2.6% |
$27.2M - $27.4M
|
20.3M
$1.02B
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-457K- 32.22% |
$23M - $23.1M
|
961K
$48.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-430K- 61.62% |
$21.6M - $21.7M
|
268K
$13.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-406K- 50.08% |
$20.4M - $20.5M
|
405K
$20.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-335K- 38.69% |
$16.8M - $16.9M
|
531K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-327K- 82.91% |
$16.4M - $16.5M
|
67.4K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-316K- 51.31% |
$15.9M - $16M
|
300K
$15.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-313K- 96.12% |
$15.7M - $15.8M
|
12.6K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-308K- 46.69% |
$15.4M - $15.5M
|
351K
$17.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-307K- 47.18% |
$15.4M - $15.5M
|
344K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-286K- 79.39% |
$14.4M - $14.4M
|
74.2K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-246K- 18.86% |
$12.4M - $12.4M
|
1.06M
$53.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-245K- 5.34% |
$12.3M - $12.4M
|
4.34M
$218M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-240K- 22.01% |
$12M - $12.1M
|
849K
$42.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-232K- 86.76% |
$11.7M - $11.7M
|
35.4K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-203K- 15.61% |
$10.2M - $10.2M
|
1.1M
$55.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-202K- 7.74% |
$10.2M - $10.2M
|
2.41M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-195K- 57.05% |
$9.82M - $9.86M
|
147K
$7.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-183K- 88.79% |
$9.2M - $9.24M
|
23.1K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-182K- 55.91% |
$9.14M - $9.19M
|
144K
$7.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-181K- 24.15% |
$9.09M - $9.13M
|
568K
$28.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-171K- 17.88% |
$8.58M - $8.62M
|
785K
$39.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-169K- 87.02% |
$8.5M - $8.54M
|
25.2K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-161K- 13.6% |
$8.06M - $8.1M
|
1.02M
$51.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-157K- 14.98% |
$7.91M - $7.95M
|
894K
$45M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-146K- 32.78% |
$7.32M - $7.36M
|
299K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145K- 6.66% |
$7.28M - $7.32M
|
2.03M
$102M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-144K- 55.35% |
$7.24M - $7.28M
|
116K
$5.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-142K- 15.22% |
$7.12M - $7.16M
|
790K
$39.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-138K- 16.58% |
$6.94M - $6.97M
|
695K
$35M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-134K- 89.06% |
$6.72M - $6.75M
|
16.4K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-126K- 71.87% |
$6.33M - $6.37M
|
49.4K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-117K- 12.78% |
$5.88M - $5.9M
|
798K
$40.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-110K- 7.41% |
$5.54M - $5.57M
|
1.38M
$69.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-104K- 35.02% |
$5.2M - $5.23M
|
192K
$9.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.2K- 4.67% |
$4.83M - $4.86M
|
1.96M
$98.9M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-93.8K- 18.55% |
$4.71M - $4.74M
|
412K
$20.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-89.7K- 18.74% |
$4.51M - $4.53M
|
389K
$19.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87.3K- 5.49% |
$4.39M - $4.41M
|
1.5M
$75.6M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81.1K- 95.17% |
$4.08M - $4.1M
|
4.12K
$207K
|
|