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 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
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.32K- 31.89% |
$368K - $370K
|
15.6K
$787K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-6.86K- 1.65% |
$344K - $346K
|
408K
$20.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.68K- 7.86% |
$335K - $337K
|
78.3K
$3.94M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.62K- 26.74% |
$332K - $334K
|
18.1K
$913K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-6.23K- 1.46% |
$313K - $315K
|
421K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.22K- 8.06% |
$312K - $314K
|
70.9K
$3.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.19K- 33.43% |
$311K - $312K
|
12.3K
$620K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.06K- 26.52% |
$304K - $306K
|
16.8K
$845K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-5.85K- 4.23% |
$294K - $295K
|
133K
$6.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-5.54K- 7.46% |
$278K - $279K
|
68.7K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-5.43K- 6.32% |
$273K - $274K
|
80.5K
$4.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.3K- 50.28% |
$266K - $267K
|
5.24K
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.75K- 2.43% |
$238K - $240K
|
191K
$9.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.6K- 24.42% |
$231K - $232K
|
14.2K
$717K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.4K- 89.16% |
$221K - $222K
|
535
$26.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.36K- 3.94% |
$219K - $220K
|
106K
$5.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.36K- 3.18% |
$219K - $220K
|
133K
$6.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.29K- 9.94% |
$215K - $216K
|
38.8K
$1.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.17K- 47.24% |
$209K - $210K
|
4.65K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.06K- 10.68% |
$204K - $205K
|
34K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.89K- 35.15% |
$195K - $196K
|
7.17K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.76K- 2.85% |
$189K - $190K
|
128K
$6.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.38K- 4.85% |
$170K - $170K
|
66.3K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.33K- 3.79% |
$167K - $168K
|
84.7K
$4.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-3.27K- 18.52% |
$164K - $165K
|
14.4K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.14K- 26.37% |
$158K - $158K
|
8.76K
$441K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.13K- 4.72% |
$157K - $158K
|
63.2K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.99K- 41.03% |
$150K - $151K
|
4.3K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.82K- 9.44% |
$142K - $143K
|
27.1K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-2.77K- 6.26% |
$139K - $140K
|
41.4K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.58K- 57.05% |
$130K - $130K
|
1.94K
$97.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.56K- 17.84% |
$129K - $129K
|
11.8K
$594K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.54K- 3.03% |
$127K - $128K
|
81.2K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.5K- 1.16% |
$125K - $126K
|
212K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.48K- 2.96% |
$125K - $125K
|
81.3K
$4.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-2.47K- 38.21% |
$124K - $125K
|
3.99K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.4K- 8.83% |
$120K - $121K
|
24.7K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.31K- 74.26% |
$116K - $117K
|
800
$40.3K
|
|