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 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
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19.8K- 3.89% |
$995K - $1M
|
489K
$24.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-18.1K- 12.34% |
$909K - $914K
|
129K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-16.9K- 14.35% |
$848K - $853K
|
101K
$5.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16.4K- 9.63% |
$823K - $827K
|
154K
$7.74M
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 15.7% |
$819K - $823K
|
87.5K
$4.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-15.9K- 3.98% |
$800K - $804K
|
384K
$19.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-15K- 0.74% |
$755K - $759K
|
2.02M
$102M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-14.8K- 6.69% |
$745K - $748K
|
207K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-14.6K- 10.55% |
$732K - $736K
|
123K
$6.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-14.5K- 97.92% |
$728K - $731K
|
307
$15.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.3K- 13.12% |
$720K - $723K
|
94.9K
$4.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-13.9K- 0.96% |
$696K - $699K
|
1.43M
$71.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-13.7K- 7.51% |
$688K - $691K
|
169K
$8.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-13.2K- 1.96% |
$661K - $664K
|
659K
$33.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-12.8K- 55.91% |
$644K - $647K
|
10.1K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.4K- 14.44% |
$623K - $626K
|
73.5K
$3.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-12.2K- 26.73% |
$613K - $616K
|
33.4K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-12.2K- 75.37% |
$612K - $615K
|
3.98K
$200K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-12.2K- 15.82% |
$612K - $615K
|
64.8K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-12.1K- 17.13% |
$608K - $611K
|
58.6K
$2.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-11.8K- 2.4% |
$590K - $593K
|
477K
$24M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-11.5K- 54.32% |
$579K - $582K
|
9.69K
$488K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-11.4K- 4.65% |
$573K - $576K
|
234K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.4K- 35.42% |
$571K - $573K
|
20.7K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-11K- 15.25% |
$555K - $558K
|
61.4K
$3.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-10.6K- 21.38% |
$534K - $536K
|
39.1K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.3K- 56.28% |
$515K - $518K
|
7.97K
$401K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 18.16% |
$504K - $507K
|
45.2K
$2.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8.69K- 44.55% |
$437K - $439K
|
10.8K
$545K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.47K- 3.98% |
$426K - $428K
|
205K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-8.31K- 9.46% |
$418K - $420K
|
79.6K
$4.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-8.27K- 2.51% |
$415K - $417K
|
322K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-8.25K- 15.59% |
$414K - $417K
|
44.7K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.06K- 5.37% |
$405K - $407K
|
142K
$7.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.92K- 11.26% |
$398K - $400K
|
62.4K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-7.91K- 5.66% |
$397K - $399K
|
132K
$6.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-7.48K- 13.11% |
$376K - $378K
|
49.6K
$2.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.45K- 52.41% |
$374K - $376K
|
6.76K
$340K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-7.33K- 49.13% |
$368K - $370K
|
7.59K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.32K- 31.89% |
$368K - $370K
|
15.6K
$787K
|
|