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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.63K- 3.61% |
$132K - $133K
|
70.3K
$3.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.2K- 5.57% |
$110K - $111K
|
37.2K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.89K- 5.0% |
$94.7K - $95.3K
|
35.9K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.5K- 1.99% |
$75.1K - $75.5K
|
73.6K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-900- 6.29% |
$45.2K - $45.4K
|
13.4K
$676K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-850- 61.64% |
$42.7K - $42.9K
|
529
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-692- 14.19% |
$34.7K - $34.9K
|
4.19K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-206- 4.69% |
$10.3K - $10.4K
|
4.18K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-104- 0.94% |
$5.22K - $5.25K
|
11K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-64- 1.33% |
$3.21K - $3.23K
|
4.73K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7- 0.12% |
$351 - $353
|
5.67K
$286K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-655K- 97.11% |
$32.9M - $33.1M
|
19.5K
$984K
|
|
|
Oct 16, 2023
Q3 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-275K- 7.51% |
$13.8M - $13.9M
|
3.38M
$171M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-49.6K- 91.01% |
$2.49M - $2.5M
|
4.9K
$247K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-13.6K- 27.45% |
$683K - $686K
|
35.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-9.94K- 53.68% |
$500K - $502K
|
8.58K
$433K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.92K- 65.0% |
$448K - $450K
|
4.8K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-8K- 19.11% |
$402K - $404K
|
33.9K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.07K- 46.44% |
$305K - $306K
|
6.99K
$353K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.71KClosed |
$287K - $288K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.72K- 12.93% |
$237K - $239K
|
31.8K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.71K- 1.68% |
$85.9K - $86.3K
|
99.8K
$5.04M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-997- 16.34% |
$50.1K - $50.4K
|
5.1K
$258K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-588Closed |
$29.6K - $29.7K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-327- 7.56% |
$16.4K - $16.5K
|
4K
$202K
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-313- 0.44% |
$15.7K - $15.8K
|
70.4K
$3.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-181- 27.59% |
$9.1K - $9.14K
|
475
$24K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-143- 2.54% |
$7.19K - $7.22K
|
5.49K
$277K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20Closed |
$1.01K - $1.01K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1- 0.02% |
$50.3 - $50.5
|
4.49K
$227K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-877K- 9.75% |
$44.1M - $44.3M
|
8.12M
$410M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-299K- 97.96% |
$15M - $15.1M
|
6.22K
$314K
|
|
|
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-100K- 44.44% |
$5.02M - $5.05M
|
125K
$6.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-10.5K- 5.01% |
$527K - $530K
|
199K
$10M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-7.79K- 21.52% |
$391K - $393K
|
28.4K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.91K- 37.23% |
$246K - $248K
|
8.27K
$417K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.03K- 94.45% |
$102K - $102K
|
119
$6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-589- 11.29% |
$29.6K - $29.7K
|
4.63K
$234K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-589- 11.29% |
$29.6K - $29.7K
|
4.63K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-490- 7.74% |
$24.6K - $24.7K
|
5.84K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 0.22% |
$4.87K - $4.9K
|
43.4K
$2.19M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21K- 67.02% |
$1.05M - $1.06M
|
10.3K
$521K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.02K- 23.9% |
$252K - $253K
|
16K
$806K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 98.31% |
$172K - $173K
|
59
$2.98K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 42.42% |
$2.11K - $2.12K
|
57
$2.88K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-115K- 47.01% |
$5.78M - $5.8M
|
130K
$6.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-75.9K- 88.05% |
$3.81M - $3.82M
|
10.3K
$520K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12.6K- 89.14% |
$631K - $633K
|
1.53K
$77.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-12.2K- 73.98% |
$613K - $616K
|
4.3K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.01K- 33.01% |
$302K - $303K
|
12.2K
$616K
|
|