Purchases and Sales Made in Q1 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-64.7K- 89.21% |
$3.25M - $3.26M
|
7.83K
$394K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-65.5K- 55.33% |
$3.29M - $3.3M
|
52.9K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-66.3K- 32.52% |
$3.33M - $3.34M
|
138K
$6.92M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-75.4K- 75.09% |
$3.78M - $3.8M
|
25K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-77.1K- 85.3% |
$3.87M - $3.89M
|
13.3K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-86.2K- 1.11% |
$4.33M - $4.35M
|
7.7M
$387M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-105K- 43.84% |
$5.3M - $5.32M
|
135K
$6.79M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-109K- 58.97% |
$5.49M - $5.51M
|
76K
$3.82M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-116K- 55.93% |
$5.8M - $5.83M
|
91.1K
$4.58M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-119K- 25.27% |
$5.99M - $6.01M
|
353K
$17.7M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-123K- 74.83% |
$6.16M - $6.19M
|
41.3K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-131K- 16.52% |
$6.59M - $6.62M
|
664K
$33.4M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-168K- 26.43% |
$8.43M - $8.46M
|
467K
$23.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-175K- 90.19% |
$8.77M - $8.8M
|
19K
$955K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-181K- 73.68% |
$9.09M - $9.13M
|
64.7K
$3.25M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-198K- 53.33% |
$9.92M - $9.96M
|
173K
$8.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-201K- 37.62% |
$10.1M - $10.1M
|
333K
$16.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-205K- 70.4% |
$10.3M - $10.3M
|
86.1K
$4.33M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-221K- 87.31% |
$11.1M - $11.1M
|
32.1K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-273K- 78.69% |
$13.7M - $13.8M
|
73.9K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-282K- 14.22% |
$14.2M - $14.2M
|
1.7M
$85.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-348K- 45.94% |
$17.5M - $17.5M
|
409K
$20.6M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-348K- 45.94% |
$17.5M - $17.5M
|
409K
$20.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-428K- 23.64% |
$21.5M - $21.6M
|
1.38M
$69.5M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-476K- 98.27% |
$23.9M - $24M
|
8.36K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-484K- 98.36% |
$24.3M - $24.4M
|
8.06K
$406K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-491K- 94.3% |
$24.7M - $24.8M
|
29.7K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-506K- 64.92% |
$25.4M - $25.5M
|
273K
$13.7M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-672K- 92.5% |
$33.7M - $33.9M
|
54.5K
$2.74M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-741K- 33.47% |
$37.2M - $37.4M
|
1.47M
$74.1M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-797K- 48.45% |
$40M - $40.2M
|
848K
$42.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
SELL
|
- |
-801K- 99.04% |
$40.2M - $40.4M
|
7.77K
$391K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-974K- 95.28% |
$48.9M - $49.1M
|
48.2K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.77M- 53.04% |
$240M - $241M
|
4.22M
$212M
|