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 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-81.1K- 95.17% |
$4.08M - $4.1M
|
4.12K
$207K
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-76K- 20.4% |
$3.82M - $3.83M
|
296K
$14.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-76K- 15.36% |
$3.82M - $3.83M
|
419K
$21.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-74.4K- 23.13% |
$3.74M - $3.76M
|
247K
$12.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-67.2K- 11.09% |
$3.37M - $3.39M
|
538K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-66.5K- 32.4% |
$3.34M - $3.36M
|
139K
$6.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-62.2K- 11.66% |
$3.12M - $3.14M
|
471K
$23.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-62.1K- 9.25% |
$3.12M - $3.13M
|
609K
$30.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.7K- 4.47% |
$3.05M - $3.06M
|
1.3M
$65.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.3K- 31.96% |
$3.03M - $3.05M
|
128K
$6.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-59.9K- 22.75% |
$3.01M - $3.03M
|
203K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-57.5K- 8.01% |
$2.89M - $2.9M
|
660K
$33.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-56.7K- 9.5% |
$2.85M - $2.86M
|
540K
$27.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-55.4K- 32.83% |
$2.78M - $2.8M
|
113K
$5.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-55K- 46.4% |
$2.76M - $2.78M
|
63.5K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.4K- 16.41% |
$2.73M - $2.75M
|
277K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-53.1K- 7.49% |
$2.67M - $2.68M
|
655K
$33M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-52.8K- 16.72% |
$2.65M - $2.66M
|
263K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-50.3K- 33.59% |
$2.53M - $2.54M
|
99.4K
$5.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-47K- 18.26% |
$2.36M - $2.37M
|
211K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-42.8K- 22.36% |
$2.15M - $2.16M
|
149K
$7.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-41.4K- 4.28% |
$2.08M - $2.09M
|
927K
$46.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-39.3K- 17.53% |
$1.98M - $1.98M
|
185K
$9.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-38.9K- 6.47% |
$1.95M - $1.96M
|
562K
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36.8K- 3.65% |
$1.85M - $1.86M
|
972K
$48.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36.3K- 17.66% |
$1.82M - $1.83M
|
169K
$8.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-35.8K- 86.34% |
$1.8M - $1.81M
|
5.66K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-34.1K- 20.55% |
$1.71M - $1.72M
|
132K
$6.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-34K- 22.34% |
$1.71M - $1.72M
|
118K
$5.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-30.2K- 11.52% |
$1.52M - $1.52M
|
232K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-29.6K- 10.46% |
$1.49M - $1.49M
|
253K
$12.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-29.6K- 10.34% |
$1.49M - $1.49M
|
257K
$12.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.4K- 56.98% |
$1.48M - $1.48M
|
22.2K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-29.3K- 13.51% |
$1.47M - $1.48M
|
188K
$9.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 70.15% |
$1.44M - $1.44M
|
12.2K
$613K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.1K- 97.91% |
$1.41M - $1.42M
|
602
$30.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-27.2K- 23.62% |
$1.37M - $1.37M
|
87.9K
$4.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-27.1K- 30.66% |
$1.36M - $1.37M
|
61.2K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-25.1K- 11.49% |
$1.26M - $1.27M
|
193K
$9.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.9K- 71.03% |
$1.25M - $1.26M
|
10.2K
$512K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24.7K- 11.17% |
$1.24M - $1.25M
|
196K
$9.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.5K- 16.83% |
$1.23M - $1.24M
|
121K
$6.11M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.9K- 51.52% |
$1.2M - $1.21M
|
22.5K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.6K- 2.95% |
$1.18M - $1.19M
|
776K
$39.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-23.4K- 57.05% |
$1.17M - $1.18M
|
17.6K
$885K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21.2K- 87.68% |
$1.06M - $1.07M
|
2.98K
$150K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21K- 66.69% |
$1.06M - $1.06M
|
10.5K
$529K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-20.6K- 1.38% |
$1.03M - $1.04M
|
1.47M
$74.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-20.2K- 58.63% |
$1.01M - $1.02M
|
14.2K
$716K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-19.8K- 15.56% |
$995K - $1M
|
108K
$5.41M
|
|