Purchases and Sales Made in Q1 2022 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9MNew |
$599M - $600M
|
11.9M
$602M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
6.51MNew |
$327M - $327M
|
6.51M
$328M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.61MNew |
$131M - $131M
|
2.61M
$132M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.47MNew |
$124M - $124M
|
2.47M
$125M
|
|
|
May 06, 2022
Q1 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.33MNew |
$117M - $117M
|
2.33M
$117M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.58MNew |
$79.1M - $79.3M
|
1.58M
$79.6M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
1.39MNew |
$69.8M - $69.9M
|
1.39M
$70.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11MNew |
$55.8M - $55.9M
|
1.11M
$56.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.1MNew |
$55.3M - $55.4M
|
1.1M
$55.6M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
822KNew |
$41.3M - $41.4M
|
822K
$41.5M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
702KNew |
$35.2M - $35.3M
|
702K
$35.4M
|
|
|
May 17, 2022
Q1 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
677KNew |
$34M - $34.1M
|
677K
$34.2M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
612KNew |
$30.7M - $30.8M
|
612K
$30.9M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
548KNew |
$27.5M - $27.5M
|
548K
$27.6M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
538KNew |
$27M - $27.1M
|
538K
$27.2M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
423KNew |
$21.2M - $21.3M
|
423K
$21.4M
|
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
417KNew |
$20.9M - $21M
|
417K
$21M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
382KNew |
$19.2M - $19.2M
|
382K
$19.3M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
373KNew |
$18.7M - $18.7M
|
373K
$18.8M
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
338KNew |
$16.9M - $17M
|
338K
$17M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
324KNew |
$16.3M - $16.3M
|
324K
$16.4M
|
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
315KNew |
$15.8M - $15.9M
|
315K
$15.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
272KNew |
$13.7M - $13.7M
|
272K
$13.7M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
257KNew |
$12.9M - $12.9M
|
257K
$13M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
243KNew |
$12.2M - $12.2M
|
243K
$12.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
231KNew |
$11.6M - $11.6M
|
231K
$11.7M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
225KNew |
$11.3M - $11.3M
|
225K
$11.3M
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
223KNew |
$11.2M - $11.2M
|
223K
$11.2M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
221KNew |
$11.1M - $11.1M
|
221K
$11.1M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
202KNew |
$10.1M - $10.2M
|
202K
$10.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
199KNew |
$9.99M - $10M
|
199K
$10M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
190KNew |
$9.55M - $9.57M
|
190K
$9.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
176KNew |
$8.83M - $8.86M
|
176K
$8.88M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159KNew |
$7.99M - $8.01M
|
159K
$8.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
157KNew |
$7.9M - $7.92M
|
157K
$7.94M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
147KNew |
$7.37M - $7.39M
|
147K
$7.41M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
144KNew |
$7.22M - $7.23M
|
144K
$7.26M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
141KNew |
$7.06M - $7.08M
|
141K
$7.1M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
137KNew |
$6.86M - $6.88M
|
137K
$6.9M
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
114KNew |
$5.7M - $5.72M
|
114K
$5.73M
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
111KNew |
$5.59M - $5.6M
|
111K
$5.62M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
109KNew |
$5.48M - $5.49M
|
109K
$5.51M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
96.3KNew |
$4.83M - $4.84M
|
96.3K
$4.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
87.9KNew |
$4.41M - $4.42M
|
87.9K
$4.44M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
85.6KNew |
$4.29M - $4.3M
|
85.6K
$4.32M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
75.3KNew |
$3.78M - $3.79M
|
75.3K
$3.8M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70.8KNew |
$3.55M - $3.56M
|
70.8K
$3.57M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
63.5KNew |
$3.18M - $3.19M
|
63.5K
$3.2M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62.8KNew |
$3.15M - $3.16M
|
62.8K
$3.17M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
57.5KNew |
$2.88M - $2.89M
|
57.5K
$2.9M
|