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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.5M- 99.43% |
$176M - $176M
|
20.1K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-475K- 33.68% |
$23.8M - $24M
|
935K
$47.2M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-209K- 33.78% |
$10.5M - $10.5M
|
409K
$20.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-156K- 29.43% |
$7.83M - $7.87M
|
374K
$18.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-105K- 71.44% |
$5.26M - $5.28M
|
41.8K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-99.7K- 25.65% |
$5.01M - $5.03M
|
289K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72.9K- 28.18% |
$3.66M - $3.68M
|
186K
$9.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-55.1K- 32.88% |
$2.77M - $2.78M
|
112K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41.6K- 45.38% |
$2.09M - $2.1M
|
50K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-41.1K- 8.37% |
$2.07M - $2.08M
|
450K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-39.9K- 28.43% |
$2M - $2.01M
|
100K
$5.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.1K- 14.56% |
$1.82M - $1.82M
|
212K
$10.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-28.4K- 99.56% |
$1.43M - $1.43M
|
125
$6.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 8.75% |
$1.18M - $1.19M
|
245K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17.9K- 6.26% |
$900K - $904K
|
268K
$13.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 20.37% |
$861K - $865K
|
67K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-10.2K- 7.77% |
$515K - $517K
|
122K
$6.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9.15K- 37.05% |
$459K - $461K
|
15.5K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.02K- 99.9% |
$453K - $455K
|
9
$454
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.72K- 18.7% |
$388K - $390K
|
33.6K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.55K- 18.86% |
$329K - $331K
|
28.2K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.77K- 48.56% |
$290K - $291K
|
6.12K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.32K- 7.97% |
$267K - $268K
|
61.4K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 52.61% |
$267K - $268K
|
4.79K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.73K- 38.18% |
$238K - $239K
|
7.66K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-4.68K- 9.19% |
$235K - $236K
|
46.2K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.38K- 97.14% |
$220K - $221K
|
129
$6.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.34K- 66.53% |
$218K - $219K
|
2.18K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-4.07K- 37.08% |
$204K - $205K
|
6.91K
$348K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 0.25% |
$108K - $108K
|
847K
$42.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.59K- 9.19% |
$79.7K - $80.1K
|
15.7K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.29% |
$71.5K - $71.9K
|
109K
$5.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.38K- 49.5% |
$69.3K - $69.6K
|
1.41K
$71K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 10.68% |
$61.6K - $61.9K
|
10.3K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-874- 9.56% |
$43.9K - $44.1K
|
8.26K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-816- 3.75% |
$41K - $41.2K
|
21K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-730- 2.66% |
$36.7K - $36.8K
|
26.8K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 7.29% |
$35.2K - $35.3K
|
8.9K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-631- 1.66% |
$31.7K - $31.8K
|
37.4K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-568- 5.09% |
$28.5K - $28.7K
|
10.6K
$534K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-374- 46.46% |
$18.8K - $18.9K
|
431
$21.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 0.04% |
$11.6K - $11.7K
|
527K
$26.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 8.34% |
$10K - $10.1K
|
2.2K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 2.31% |
$9.39K - $9.44K
|
7.92K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-154- 1.41% |
$7.74K - $7.77K
|
10.7K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-85- 0.83% |
$4.27K - $4.29K
|
10.1K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-70- 1.16% |
$3.52K - $3.53K
|
5.99K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.08% |
$1.81K - $1.82K
|
44K
$2.22M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.24M- 32.03% |
$363M - $365M
|
15.4M
$775M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.66M- 100.0% |
$234M - $235M
|
12
$606
|
|