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
May 10, 2022 Q1 2022	Advisors Capital Management, LLC Ridgewood, NJ	BUY	-	9.3K New	$466K - $468K	9.3K $467K
May 12, 2022 Q1 2022	Fiduciary Trust CO Boston, MA	BUY	-	9K New	$452K - $453K	9K $453K
Apr 11, 2022 Q1 2022	Verity Wealth Advisors	BUY	-	8.93K New	$448K - $449K	8.93K $449K
Apr 29, 2022 Q1 2022	Northwest Wealth Management, LLC	BUY	-	8.81K New	$442K - $443K	8.81K $443K
May 09, 2022 Q1 2022	Wolff Wiese Magana LLC	BUY	-	8.66K New	$434K - $435K	8.66K $435K
May 04, 2022 Q1 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	8.55K New	$429K - $430K	8.55K $430K
Jul 19, 2022 Q1 2022	Peterson Financial Group, Inc.	BUY	-	7.85K New	$394K - $395K	7.85K $395K
Apr 22, 2022 Q1 2022	Bristlecone Advisors, LLC	BUY	-	7.62K New	$382K - $383K	7.62K $383K
May 13, 2022 Q1 2022	Blair William & CO Chicago, IL	BUY	-	6.57K New	$330K - $330K	6.57K $330K
May 13, 2022 Q1 2022	Svb Wealth LLC Boston, MA	BUY	-	6.33K New	$317K - $318K	6.33K $318K
May 16, 2022 Q1 2022	Pacific Capital Wealth Advisors, Inc	BUY	-	6K New	$301K - $302K	6K $302K
Apr 28, 2022 Q1 2022	Bay Colony Advisory Group, Inc D	BUY	-	5.66K New	$284K - $285K	5.66K $285K
May 18, 2022 Q1 2022	Golden State Equity Partners South Coast Metro, CA	BUY	-	5.5K New	$276K - $277K	5.5K $277K
May 16, 2022 Q1 2022	Virtue Capital Management, LLC Brentwood, TN	BUY	-	5.39K New	$271K - $271K	5.39K $271K
May 02, 2022 Q1 2022	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	4.65K New	$233K - $234K	4.65K $234K
May 13, 2022 Q1 2022	Merit Financial Group, LLC	BUY	-	4.58K New	$230K - $230K	4.58K $230K
Jan 11, 2023 Q1 2022	Asb Consultores, LLC Aventura, FL	BUY	-	4.58K New	$230K - $230K	4.58K $230K
May 03, 2022 Q1 2022	F Dx Advisors, Inc.	BUY	-	4.43K New	$222K - $223K	4.43K $223K
May 13, 2022 Q1 2022	Interchange Capital Partners, LLC	BUY	-	4.43K New	$222K - $223K	4.43K $223K
May 04, 2022 Q1 2022	Aptus Capital Advisors, LLC	BUY	-	4.21K New	$211K - $212K	4.21K $212K
May 13, 2022 Q1 2022	Rockefeller Capital Management L.P. New York, NY	BUY	-	3.85K New	$193K - $193K	3.85K $193K
May 11, 2022 Q1 2022	Jpmorgan Chase & CO New York, NY	BUY	-	3.62K New	$181K - $182K	3.62K $182K
May 09, 2022 Q1 2022	Capital Advisors, Ltd. LLC	BUY	-	3.48K New	$174K - $175K	3.48K $175K
May 02, 2022 Q1 2022	Lloyd Advisory Services, Llc. Suwanee, GA	BUY	-	3.34K New	$168K - $168K	3.34K $168K
May 13, 2022 Q1 2022	Lumature Wealth Partners, LLC Alpharetta, GA	BUY	-	2.51K New	$126K - $126K	2.51K $126K
May 02, 2022 Q1 2022	Steward Partners Investment Advisory, LLC	BUY	-	2K New	$100K - $101K	2K $101K
May 11, 2022 Q1 2022	Patriot Financial Group Insurance Agency, LLC	BUY	-	1.15K New	$57.9K - $58K	1.15K $58K
May 05, 2022 Q1 2022	National Bank Of Canada	BUY	-	928 New	$46.6K - $46.7K	928 $46.7K
Apr 14, 2022 Q1 2022	Cutler Group LP	BUY	-	750 New	$37.6K - $37.7K	750 $37.7K
Apr 22, 2022 Q1 2022	Allworth Financial LP	BUY	-	644 New	$32.3K - $32.4K	644 $32.4K
May 11, 2022 Q1 2022	Institutional & Family Asset Management, LLC	BUY	-	614 New	$30.8K - $30.9K	614 $30.9K
Sep 06, 2022 Q1 2022	Ifp Advisors, Inc	BUY	-	595 New	$29.9K - $29.9K	595 $29.9K
May 09, 2022 Q1 2022	Northwestern Mutual Wealth Management CO	BUY	-	557 New	$28K - $28K	557 $28K
Apr 21, 2022 Q1 2022	Destiny Wealth Partners, LLC	BUY	-	455 New	$22.8K - $22.9K	455 $22.9K
May 02, 2022 Q1 2022	Simplex Trading, LLC	BUY	-	300 New	$15.1K - $15.1K	300 $15.1K
Aug 13, 2024 Q1 2022	Glen Eagle Advisors, LLC Kingston, NJ	BUY	-	269 + 471.93%	$13.5K - $13.5K	326 $16.4K
May 06, 2022 Q1 2022	Bivin & Associates, Inc. Ponca City, OK	BUY	-	250 New	$12.5K - $12.6K	250 $12.6K
May 16, 2022 Q1 2022	Captrust Financial Advisors Raleigh, NC	BUY	-	128 New	$6.42K - $6.44K	128 $6.44K
May 11, 2023 Q1 2022	Tucker Asset Management LLC Littleton, CO	BUY	-	127 New	$6.37K - $6.39K	127 $6.39K
May 02, 2022 Q1 2022	Signaturefd, LLC Atlanta, GA	BUY	-	110 New	$5.52K - $5.53K	110 $5.53K
Mar 21, 2023 Q1 2022	American Portfolios Advisors Holbrook, NY	BUY	-	94 + 20.43%	$4.72K - $4.73K	554 $27.9K
Dec 13, 2023 Q1 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	90 + 0.97%	$4.52K - $4.53K	9.42K $474K
May 16, 2022 Q1 2022	Geneos Wealth Management Inc.	BUY	-	48 New	$2.41K - $2.41K	48 $2.41K
May 05, 2022 Q1 2022	Mcf Advisors LLC Covington, KY	BUY	-	19 New	$953 - $956	19 $956
May 09, 2022 Q1 2022	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	0 New	$0 - $0	0 $0
May 04, 2022 Q1 2022	All Square Wealth Management LLC Albany, NY	BUY	-	0 New	$0 - $0	0 $0
Sep 21, 2023 Q1 2022	Halpern Financial, Inc. Ashburn, VA	SELL	-	-134 - 50.19%	$6.72K - $6.74K	133 $6.69K
Feb 08, 2024 Q1 2022	Kingsview Wealth Management, LLC Grants Pass, OR	SELL	-	-211K - 87.52%	$10.6M - $10.6M	30K $1.51M
Jun 10, 2022 Q1 2022	J.W. Cole Advisors, Inc.	SELL	-	-528K - 98.01%	$26.5M - $26.5M	10.7K $538K
Jan 27, 2023 Q1 2022	Gladstone Institutional Advisory LLC Boca Raton, FL	SELL	-	-586K - 95.31%	$29.4M - $29.5M	28.9K $1.45M

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Account

Purchases and Sales Made in Q1 2022 in Wisdomtree Floating Rate Treas (USFR)

9.3K

9K

8.93K

8.81K

8.66K

8.55K

7.85K

7.62K

6.57K

6.33K

6K

5.66K

5.5K

5.39K

4.65K

4.58K

4.58K

4.43K

4.43K

4.21K

3.85K

3.62K

3.48K

3.34K

2.51K

2K

1.15K

928

750

644

614

595

557

455

300

269

250

128

127

110

94

90

48

19

0

0

-134

-211K

-528K

-586K

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