Purchases and Sales Made in Q2 2022 in Wisdomtree Floating Rate Treas (USFR)

USFR Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 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
Jul 28, 2022 Q2 2022
3 Edge Asset Management, LP

BUY
 -
8.03M
+ 344.75%
$404M - $405M
10.4M $523M
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
7.93M
New
$399M - $400M
7.93M $400M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
5.27M
+ 202.01%
$265M - $265M
7.88M $397M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
5.27M
+ 202.01%
$265M - $265M
7.88M $397M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
4.67M
+ 39.16%
$235M - $236M
16.6M $838M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.34M
New
$168M - $168M
3.34M $168M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.36M
+ 95.24%
$118M - $119M
4.83M $244M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.81M
+ 21109.61%
$90.8M - $91M
1.81M $91.5M
Aug 10, 2022 Q2 2022
Inspire Investing, LLC

Meridian, ID
BUY
 -
1.78M
New
$89.3M - $89.5M
1.78M $89.6M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
1.48M
+ 134.35%
$74.4M - $74.6M
2.58M $130M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
1.27M
+ 393.19%
$64.1M - $64.2M
1.6M $80.7M
Aug 02, 2022 Q2 2022
Richard Bernstein Advisors LLC

BUY
 -
1.26M
+ 19.39%
$63.4M - $63.6M
7.77M $392M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.22M
+ 148.09%
$61.2M - $61.4M
2.04M $103M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

BUY
 -
1.13M
New
$57M - $57.1M
1.13M $57.2M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.03M
+ 65.18%
$51.7M - $51.8M
2.6M $131M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
993K
New
$49.9M - $50M
993K $50.1M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
898K
New
$45.1M - $45.2M
898K $45.3M
Aug 03, 2022 Q2 2022
Spc Financial, Inc.

BUY
 -
891K
New
$44.8M - $44.9M
891K $45M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
804K
+ 17540.8%
$40.4M - $40.5M
808K $40.8M
Jul 26, 2022 Q2 2022
Mason & Associates Inc

BUY
 -
694K
New
$34.9M - $35M
694K $35M
Aug 11, 2022 Q2 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
672K
New
$33.8M - $33.9M
672K $33.9M
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
671K
New
$33.8M - $33.8M
671K $33.9M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
654K
+ 268.66%
$32.9M - $33M
898K $45.3M
Aug 03, 2022 Q2 2022
Camden Capital, LLC

BUY
 -
643K
New
$32.3M - $32.4M
643K $32.4M
Aug 08, 2022 Q2 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
610K
New
$30.7M - $30.7M
610K $30.8M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
609K
+ 2109.35%
$30.6M - $30.7M
638K $32.2M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
609K
+ 2109.35%
$30.6M - $30.7M
638K $32.2M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
604K
New
$30.4M - $30.4M
604K $30.5M
Aug 10, 2022 Q2 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
584K
New
$29.3M - $29.4M
584K $29.4M
Jul 19, 2022 Q2 2022
Cardinal Point Wealth Management Partners, LLC

BUY
 -
560K
New
$28.2M - $28.2M
560K $28.3M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
559K
+ 351.26%
$28.1M - $28.2M
718K $36.2M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
434K
New
$21.8M - $21.9M
434K $21.9M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
427K
+ 224.3%
$21.4M - $21.5M
617K $31.1M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
407K
+ 10586.3%
$20.5M - $20.5M
411K $20.7M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
401K
+ 147.47%
$20.2M - $20.2M
674K $34M
Jul 22, 2022 Q2 2022
Wealth Management Resources, Inc.

BUY
 -
367K
New
$18.4M - $18.5M
367K $18.5M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
360K
+ 32.42%
$18.1M - $18.2M
1.47M $74.3M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
357K
+ 5434.62%
$17.9M - $18M
364K $18.3M
Jul 12, 2022 Q2 2022
Webster Bank, N. A.

BUY
 -
342K
New
$17.2M - $17.2M
342K $17.3M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
336K
+ 382.11%
$16.9M - $16.9M
424K $21.4M
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
318K
+ 579.55%
$16M - $16M
373K $18.8M
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
BUY
 -
305K
+ 669.23%
$15.3M - $15.3M
350K $17.7M
Jul 15, 2022 Q2 2022
Titan Capital Management, LLC

BUY
 -
295K
New
$14.8M - $14.9M
295K $14.9M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
280K
+ 66.1%
$14.1M - $14.1M
703K $35.5M
Aug 11, 2022 Q2 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
276K
+ 1750.9%
$13.9M - $13.9M
292K $14.7M
Aug 05, 2022 Q2 2022
Jacobi Capital Management LLC

BUY
 -
269K
New
$13.5M - $13.6M
269K $13.6M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
258K
+ 40062.73%
$13M - $13M
259K $13M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
252K
New
$12.7M - $12.7M
252K $12.7M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
251K
+ 1004.06%
$12.6M - $12.6M
276K $13.9M

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