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 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
57.5KNew |
$2.88M - $2.89M
|
57.5K
$2.9M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
54.8KNew |
$2.75M - $2.76M
|
54.8K
$2.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
48.4KNew |
$2.43M - $2.44M
|
48.4K
$2.44M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
48.4KNew |
$2.43M - $2.43M
|
48.4K
$2.44M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
48.2KNew |
$2.42M - $2.42M
|
48.2K
$2.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
46KNew |
$2.31M - $2.31M
|
46K
$2.32M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
45.5KNew |
$2.28M - $2.29M
|
45.5K
$2.3M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
39.6KNew |
$1.99M - $1.99M
|
39.6K
$2M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
37.7KNew |
$1.89M - $1.9M
|
37.7K
$1.9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3KNew |
$1.87M - $1.87M
|
37.3K
$1.88M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
36.6KNew |
$1.84M - $1.84M
|
36.6K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
36.6KNew |
$1.83M - $1.84M
|
36.6K
$1.84M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
34.8KNew |
$1.74M - $1.75M
|
34.8K
$1.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
32.8KNew |
$1.64M - $1.65M
|
32.8K
$1.65M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30KNew |
$1.51M - $1.51M
|
30K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
29.4KNew |
$1.47M - $1.48M
|
29.4K
$1.48M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.1KNew |
$1.46M - $1.47M
|
29.1K
$1.47M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.9KNew |
$1.45M - $1.45M
|
28.9K
$1.46M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.1KNew |
$1.41M - $1.42M
|
28.1K
$1.42M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3KNew |
$1.37M - $1.38M
|
27.3K
$1.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
26.4KNew |
$1.33M - $1.33M
|
26.4K
$1.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25KNew |
$1.25M - $1.26M
|
25K
$1.26M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24KNew |
$1.2M - $1.21M
|
24K
$1.21M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18.7KNew |
$940K - $943K
|
18.7K
$945K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
18.4KNew |
$922K - $925K
|
18.4K
$927K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.5KNew |
$828K - $830K
|
16.5K
$833K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
15.8KNew |
$792K - $793K
|
15.8K
$796K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.2KNew |
$765K - $767K
|
15.2K
$769K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
15.1KNew |
$759K - $761K
|
15.1K
$763K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.2KNew |
$713K - $715K
|
14.2K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14KNew |
$704K - $706K
|
14K
$708K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
13.8KNew |
$690K - $692K
|
13.8K
$694K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.6KNew |
$685K - $687K
|
13.6K
$689K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$683K - $684K
|
13.6K
$686K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$679K - $681K
|
13.5K
$683K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.9KNew |
$647K - $649K
|
12.9K
$651K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
12.7KNew |
$638K - $639K
|
12.7K
$641K
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
12.3KNew |
$618K - $619K
|
12.3K
$621K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12.2KNew |
$611K - $612K
|
12.2K
$614K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$604K - $605K
|
12K
$607K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12KNew |
$602K - $604K
|
12K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12KNew |
$602K - $604K
|
12K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.7KNew |
$588K - $589K
|
11.7K
$591K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$577K - $579K
|
11.5K
$580K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
10.3KNew |
$519K - $520K
|
10.3K
$522K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.3KNew |
$519K - $520K
|
10.3K
$522K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.3KNew |
$517K - $518K
|
10.3K
$519K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10KNew |
$502K - $503K
|
10K
$505K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.48KNew |
$476K - $477K
|
9.48K
$478K
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.42KNew |
$472K - $474K
|
9.42K
$475K
|