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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-50.3K- 33.59% |
$2.53M - $2.54M
|
99.4K
$5.01M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|