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 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.2K- 31.22% |
$2.02M - $2.03M
|
88.5K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-38.7K- 27.7% |
$1.94M - $1.95M
|
101K
$5.09M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-36.1K- 9.88% |
$1.81M - $1.82M
|
330K
$16.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-28.3K- 30.69% |
$1.42M - $1.43M
|
63.9K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-27K- 4.87% |
$1.36M - $1.36M
|
528K
$26.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-26.6K- 30.58% |
$1.34M - $1.34M
|
60.5K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25.2K- 54.48% |
$1.26M - $1.27M
|
21K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24.3K- 72.06% |
$1.22M - $1.23M
|
9.41K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-23.8K- 49.04% |
$1.19M - $1.2M
|
24.7K
$1.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-21K- 2.9% |
$1.05M - $1.06M
|
702K
$35.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.4K- 21.24% |
$1.02M - $1.03M
|
75.5K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.2K- 79.23% |
$965K - $971K
|
5.04K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-19.2K- 19.49% |
$964K - $969K
|
79.3K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18.3K- 43.79% |
$918K - $923K
|
23.5K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.3K- 74.24% |
$918K - $923K
|
6.34K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.3K- 62.3% |
$917K - $922K
|
11.1K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-16.5K- 13.36% |
$828K - $833K
|
107K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16.2K- 14.28% |
$815K - $820K
|
97.4K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 1.09% |
$771K - $776K
|
1.39M
$70.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.9K- 6.21% |
$748K - $752K
|
225K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14.2K- 20.14% |
$712K - $716K
|
56.2K
$2.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.5K- 68.17% |
$676K - $680K
|
6.29K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-13.2K- 73.94% |
$664K - $667K
|
4.66K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-13K- 51.0% |
$655K - $658K
|
12.5K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-13K- 8.56% |
$653K - $657K
|
139K
$7.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-12.8K- 4.03% |
$644K - $648K
|
306K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-12.6K- 25.18% |
$635K - $638K
|
37.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-12.2K- 14.08% |
$610K - $614K
|
74.2K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 72.11% |
$587K - $590K
|
4.52K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10.9K- 26.9% |
$545K - $548K
|
29.5K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.14K- 13.73% |
$459K - $461K
|
57.4K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.66K- 28.37% |
$435K - $437K
|
21.9K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.58K- 4.58% |
$431K - $433K
|
179K
$9.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-8.28K- 2.33% |
$416K - $418K
|
347K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.75K- 9.86% |
$389K - $391K
|
70.8K
$3.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-7.21K- 26.88% |
$362K - $364K
|
19.6K
$989K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.06K- 12.86% |
$354K - $356K
|
47.8K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.59K- 6.38% |
$331K - $333K
|
96.7K
$4.88M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 59.39% |
$321K - $322K
|
4.37K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.28K- 59.33% |
$315K - $317K
|
4.3K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.18K- 18.1% |
$310K - $312K
|
28K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-6.08K- 5.61% |
$305K - $307K
|
102K
$5.16M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.04K- 92.79% |
$303K - $305K
|
469
$23.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.76K- 10.05% |
$289K - $291K
|
51.5K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.17K- 1.13% |
$259K - $261K
|
454K
$22.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.77K- 42.32% |
$239K - $241K
|
6.5K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-4.66K- 14.19% |
$234K - $235K
|
28.2K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.57K- 13.82% |
$230K - $231K
|
28.5K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.52K- 5.49% |
$227K - $228K
|
77.8K
$3.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.47K- 2.85% |
$224K - $226K
|
153K
$7.7M
|