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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.1% |
$904 - $909
|
18K
$908K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$50.2 - $50.5
|
21.7K
$1.09M
|
|
| Q2 2024 | |||||||
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-64.5K- 18.09% |
$3.24M - $3.26M
|
292K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-35K- 88.27% |
$1.76M - $1.77M
|
4.65K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-28.4K- 21.81% |
$1.43M - $1.43M
|
102K
$5.14M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-12.3K- 16.85% |
$617K - $620K
|
60.5K
$3.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
SELL
|
- |
-6.97K- 8.76% |
$351K - $352K
|
72.7K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.78K- 96.93% |
$341K - $343K
|
215
$10.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.19K- 51.33% |
$261K - $262K
|
4.92K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.49K- 83.56% |
$125K - $126K
|
490
$24.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.98K- 31.14% |
$99.7K - $100K
|
4.39K
$221K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 1.84% |
$63.3K - $63.6K
|
67.2K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1K- 9.69% |
$50.3K - $50.5K
|
9.32K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-896- 5.21% |
$45.1K - $45.3K
|
16.3K
$823K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-870- 8.57% |
$43.7K - $44K
|
9.28K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-798- 11.98% |
$40.1K - $40.3K
|
5.87K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-513- 51.3% |
$25.8K - $25.9K
|
487
$24.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-430- 7.86% |
$21.6K - $21.7K
|
5.04K
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-375- 7.0% |
$18.9K - $18.9K
|
4.98K
$251K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-375- 66.14% |
$18.9K - $18.9K
|
192
$9.69K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-52- 0.3% |
$2.61K - $2.63K
|
17.3K
$871K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-112K- 79.87% |
$5.61M - $5.64M
|
28.2K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-60.2K- 90.11% |
$3.02M - $3.04M
|
6.61K
$333K
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-30.2K- 31.73% |
$1.52M - $1.52M
|
64.9K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-23.8K- 11.73% |
$1.19M - $1.2M
|
179K
$9.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.8K- 64.56% |
$945K - $949K
|
10.3K
$521K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 43.18% |
$758K - $761K
|
19.8K
$1M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.54K- 47.09% |
$178K - $179K
|
3.98K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.23K- 32.12% |
$162K - $163K
|
6.82K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.9K- 34.35% |
$146K - $146K
|
5.54K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.22K- 32.89% |
$111K - $112K
|
4.52K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.01K- 13.03% |
$101K - $101K
|
13.4K
$676K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 19.83% |
$95.9K - $96.3K
|
7.72K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.29K- 51.88% |
$65K - $65.3K
|
1.2K
$60.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-208- 31.14% |
$10.4K - $10.5K
|
460
$23.2K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-202- 91.82% |
$10.1K - $10.2K
|
18
$908
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 30.63% |
$10K - $10.1K
|
453
$22.9K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-7- 0.09% |
$352 - $353
|
7.9K
$398K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-211K- 93.4% |
$10.6M - $10.6M
|
14.9K
$752K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-149K- 93.47% |
$7.5M - $7.54M
|
10.4K
$526K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-87.6K- 91.45% |
$4.4M - $4.42M
|
8.19K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-13.9K- 69.5% |
$698K - $702K
|
6.1K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-12.3K- 28.05% |
$617K - $620K
|
31.5K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.2K- 61.82% |
$611K - $615K
|
7.52K
$379K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 18.73% |
$523K - $526K
|
45.2K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.1K- 68.77% |
$505K - $508K
|
4.57K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5.82K- 10.82% |
$292K - $294K
|
47.9K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5.21K- 41.96% |
$262K - $263K
|
7.2K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.81K- 40.83% |
$191K - $192K
|
5.52K
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.33K- 4.63% |
$167K - $168K
|
68.6K
$3.46M
|
|