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 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
$5.15M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.04K- 92.79% |
$303K - $305K
|
469
$23.6K
|
|
|
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
$327K
|
|
|
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
$3.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.47K- 2.85% |
$224K - $226K
|
153K
$7.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.31K- 14.63% |
$166K - $167K
|
19.3K
$972K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.2K- 26.09% |
$161K - $161K
|
9.06K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.03K- 1.55% |
$152K - $153K
|
193K
$9.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Titan Capital Management, LLC
|
SELL
|
- |
-2.9K- 1.18% |
$146K - $147K
|
243K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.65K- 7.09% |
$133K - $134K
|
34.7K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.63KClosed |
$132K - $133K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.39K- 6.96% |
$120K - $121K
|
31.9K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.36K- 22.44% |
$118K - $119K
|
8.14K
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.26K- 5.82% |
$114K - $114K
|
36.6K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.15K- 34.4% |
$108K - $109K
|
4.1K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.14K- 25.28% |
$107K - $108K
|
6.32K
$318K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.08K- 6.33% |
$104K - $105K
|
30.7K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.07K- 10.14% |
$104K - $105K
|
18.4K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.87K- 4.65% |
$94K - $94.5K
|
38.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.79K- 20.33% |
$90.1K - $90.6K
|
7.03K
$354K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.47K- 17.98% |
$73.8K - $74.2K
|
6.71K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.14K- 17.26% |
$57K - $57.3K
|
5.45K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 15.76% |
$54.4K - $54.7K
|
5.79K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 20.38% |
$53.6K - $53.9K
|
4.17K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-962- 7.24% |
$48.3K - $48.6K
|
12.3K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-949- 11.04% |
$47.6K - $47.9K
|
7.65K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-906- 13.13% |
$45.5K - $45.7K
|
5.99K
$302K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-866- 3.04% |
$43.5K - $43.7K
|
27.6K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-782- 4.49% |
$39.3K - $39.5K
|
16.6K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-644- 13.54% |
$32.3K - $32.5K
|
4.11K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-607- 0.98% |
$30.5K - $30.6K
|
61.4K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-577- 41.84% |
$29K - $29.1K
|
802
$40.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-528- 3.83% |
$26.5K - $26.7K
|
13.3K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-433- 23.88% |
$21.7K - $21.9K
|
1.38K
$69.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-406- 9.71% |
$20.4K - $20.5K
|
3.78K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-363- 6.95% |
$18.2K - $18.3K
|
4.86K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-349- 1.75% |
$17.5K - $17.6K
|
19.6K
$987K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-224- 4.04% |
$11.2K - $11.3K
|
5.32K
$268K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 0.93% |
$10K - $10.1K
|
21.3K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189- 73.26% |
$9.49K - $9.54K
|
69
$3.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-160- 2.56% |
$8.03K - $8.08K
|
6.1K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 88.69% |
$7.48K - $7.52K
|
19
$957
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-138- 0.51% |
$6.93K - $6.97K
|
26.8K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-70- 1.17% |
$3.51K - $3.53K
|
5.9K
$297K
|