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 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 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 10.59% |
$275K - $277K
|
46.3K
$2.33M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.24K- 3.51% |
$163K - $164K
|
89.1K
$4.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.23K- 27.51% |
$162K - $163K
|
8.5K
$428K
|
|
|
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
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.63K- 30.66% |
$132K - $133K
|
5.94K
$299K
|
|
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.28K- 4.06% |
$114K - $115K
|
53.8K
$2.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.22K- 15.32% |
$112K - $112K
|
12.3K
$618K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-2.22K- 6.9% |
$111K - $112K
|
29.9K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.21K- 4.13% |
$111K - $112K
|
51.3K
$2.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.2K- 9.77% |
$110K - $111K
|
20.3K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.18K- 1.95% |
$109K - $110K
|
110K
$5.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2K- 20.14% |
$100K - $101K
|
7.93K
$399K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2K- 1.87% |
$100K - $101K
|
105K
$5.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.97K- 8.82% |
$98.9K - $99.3K
|
20.4K
$1.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.96K- 1.77% |
$98.6K - $99.1K
|
109K
$5.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.87K- 3.83% |
$93.7K - $94.2K
|
46.9K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.72K- 17.06% |
$86.5K - $87K
|
8.38K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.7K- 16.71% |
$85.5K - $86K
|
8.49K
$427K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.68K- 8.71% |
$84.4K - $84.8K
|
17.6K
$886K
|
|