Purchases and Sales Made in Q4 2025 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE FLOATING RATE TREAS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
708K+ 174.91% |
$35.6M - $35.7M
|
1.11M
$56M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
267KNew |
$13.4M - $13.5M
|
267K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
96.2K+ 28.9% |
$4.83M - $4.85M
|
429K
$21.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
74.7K+ 30.77% |
$3.75M - $3.76M
|
317K
$16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
70.4K+ 10.74% |
$3.54M - $3.55M
|
726K
$36.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
60.9K+ 19.44% |
$3.06M - $3.07M
|
374K
$18.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
56.5K+ 28.23% |
$2.84M - $2.85M
|
257K
$12.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
50.1K+ 12.57% |
$2.52M - $2.53M
|
449K
$22.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37.2K+ 31.82% |
$1.87M - $1.87M
|
154K
$7.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.5K+ 16.84% |
$1.73M - $1.74M
|
239K
$12M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
32.3K+ 10.81% |
$1.62M - $1.63M
|
331K
$16.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
24.8KNew |
$1.24M - $1.25M
|
24.8K
$1.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.4K+ 36.65% |
$1.17M - $1.18M
|
87.1K
$4.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
20.6KNew |
$1.03M - $1.04M
|
20.6K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.3K+ 10.81% |
$1.02M - $1.02M
|
208K
$10.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
20.3K+ 10.84% |
$1.02M - $1.02M
|
207K
$10.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.4K+ 56.42% |
$822K - $824K
|
45.3K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.32K+ 58.29% |
$468K - $470K
|
25.3K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
8.16K+ 10.5% |
$410K - $411K
|
85.9K
$4.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
7.72K+ 2.34% |
$388K - $389K
|
337K
$17M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 16.66% |
$270K - $271K
|
37.6K
$1.89M
|
|
|
Jan 21, 2026
Q4 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.05K+ 78.91% |
$254K - $255K
|
11.5K
$577K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.32K+ 13.0% |
$217K - $218K
|
37.6K
$1.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 7.07% |
$164K - $165K
|
49.6K
$2.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
3K+ 9.85% |
$151K - $151K
|
33.5K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.63K+ 9.31% |
$132K - $133K
|
30.9K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.44K+ 27.68% |
$123K - $123K
|
11.3K
$567K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.07K+ 0.78% |
$104K - $104K
|
268K
$13.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98K+ 26.88% |
$99.7K - $100K
|
9.37K
$472K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.87K+ 0.15% |
$93.9K - $94.2K
|
1.26M
$63.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.73K+ 1.65% |
$86.9K - $87.1K
|
107K
$5.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.64K+ 1.32% |
$82.6K - $82.9K
|
126K
$6.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.63K+ 31.17% |
$81.9K - $82.2K
|
6.86K
$345K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 26.78% |
$79.9K - $80.1K
|
7.53K
$379K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
329+ 1.23% |
$16.5K - $16.6K
|
27K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
306New |
$15.4K - $15.4K
|
306
$15.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
165+ 0.34% |
$8.29K - $8.32K
|
48.9K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
159+ 0.97% |
$7.99K - $8.01K
|
16.5K
$829K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
157+ 0.87% |
$7.89K - $7.91K
|
18.2K
$915K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
136+ 0.77% |
$6.83K - $6.85K
|
17.9K
$900K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
120+ 1.8% |
$6.03K - $6.05K
|
6.8K
$342K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
83+ 1.38% |
$4.17K - $4.18K
|
6.12K
$308K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.19% |
$1K - $1.01K
|
10.5K
$530K
|
|
|
Jan 05, 2026
Q4 2025
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
3+ 1.17% |
$151 - $151
|
259
$13K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$50.2 - $50.4
|
5.96K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6- 0.12% |
$301 - $302
|
4.98K
$251K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17- 0.37% |
$854 - $857
|
4.63K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-42- 0.28% |
$2.11K - $2.12K
|
15K
$756K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-63- 0.83% |
$3.17K - $3.18K
|
7.53K
$379K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 7.71% |
$7.13K - $7.16K
|
1.7K
$85.6K
|
|