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 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.54K- 12.16% |
$77.2K - $77.5K
|
11.1K
$559K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.33K- 15.57% |
$67K - $67.3K
|
7.23K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.3K- 9.97% |
$65.5K - $65.8K
|
11.8K
$593K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.14K- 17.74% |
$57.3K - $57.5K
|
5.29K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.07K- 3.95% |
$53.7K - $54K
|
26K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-953- 0.66% |
$47.9K - $48.1K
|
144K
$7.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-944- 93.0% |
$47.4K - $47.7K
|
71
$3.57K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-806- 10.81% |
$40.5K - $40.7K
|
6.65K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-775- 3.97% |
$38.9K - $39.1K
|
18.7K
$943K
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-753- 11.71% |
$37.8K - $38K
|
5.68K
$286K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-733- 1.6% |
$36.8K - $37K
|
45.2K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-619- 1.36% |
$31.1K - $31.2K
|
44.9K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-540- 11.57% |
$27.1K - $27.3K
|
4.13K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-452- 13.47% |
$22.7K - $22.8K
|
2.9K
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-407- 0.64% |
$20.4K - $20.5K
|
63.6K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-397- 0.18% |
$19.9K - $20K
|
223K
$11.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-392- 0.06% |
$19.7K - $19.8K
|
615K
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-387- 4.33% |
$19.4K - $19.5K
|
8.55K
$431K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-377- 0.98% |
$18.9K - $19K
|
38.2K
$1.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-364- 95.29% |
$18.3K - $18.4K
|
18
$906
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-355- 5.17% |
$17.8K - $17.9K
|
6.52K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-297- 1.18% |
$14.9K - $15K
|
24.8K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-234- 0.4% |
$11.8K - $11.8K
|
58.6K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-230- 1.26% |
$11.6K - $11.6K
|
18.1K
$909K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-210- 1.1% |
$10.5K - $10.6K
|
19K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-209- 1.01% |
$10.5K - $10.6K
|
20.5K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-208- 90.83% |
$10.4K - $10.5K
|
21
$1.06K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-142- 0.07% |
$7.13K - $7.17K
|
200K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-123- 0.28% |
$6.18K - $6.21K
|
44K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-113- 2.43% |
$5.68K - $5.7K
|
4.54K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.76% |
$5.02K - $5.05K
|
13K
$656K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-98- 1.62% |
$4.92K - $4.95K
|
5.95K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-80- 8.02% |
$4.02K - $4.04K
|
918
$46.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-73- 1.21% |
$3.67K - $3.69K
|
5.96K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-65- 32.5% |
$3.26K - $3.28K
|
135
$6.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 0.9% |
$3.11K - $3.13K
|
6.85K
$345K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-54- 0.45% |
$2.71K - $2.73K
|
11.9K
$601K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47- 3.62% |
$2.36K - $2.37K
|
1.25K
$63.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.16% |
$1K - $1.01K
|
12.8K
$645K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-13- 0.11% |
$653 - $656
|
11.3K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7- 0.12% |
$352 - $353
|
5.88K
$296K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-170K- 44.74% |
$8.56M - $8.59M
|
210K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-164K- 50.37% |
$8.23M - $8.26M
|
161K
$8.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-163K- 87.64% |
$8.19M - $8.22M
|
23K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-132K- 82.56% |
$6.64M - $6.66M
|
27.9K
$1.4M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-91.1K- 84.82% |
$4.58M - $4.6M
|
16.3K
$820K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-44.8K- 63.84% |
$2.25M - $2.26M
|
25.4K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-40.1K- 43.91% |
$2.02M - $2.02M
|
51.2K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-38.8K- 25.42% |
$1.95M - $1.96M
|
114K
$5.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-34.3K- 57.66% |
$1.73M - $1.73M
|
25.2K
$1.27M
|
|