Purchases and Sales Made in Q3 2022 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.54M+ 82.4% |
$328M - $329M
|
14.5M
$730M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.38M+ 80.95% |
$320M - $321M
|
14.3M
$719M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.98M+ 61.63% |
$150M - $150M
|
7.8M
$394M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.95M+ 17.74% |
$148M - $148M
|
19.6M
$987M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.75M+ 82.31% |
$138M - $138M
|
6.08M
$307M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.82M+ 70.5% |
$91.4M - $91.7M
|
4.4M
$222M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.44M+ 705.06% |
$72.1M - $72.3M
|
1.64M
$82.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.36M+ 370.43% |
$68.2M - $68.4M
|
1.73M
$87M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.33M+ 207.17% |
$66.9M - $67.1M
|
1.98M
$99.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.01M+ 149.96% |
$50.8M - $50.9M
|
1.68M
$85M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
977K+ 696.53% |
$49.1M - $49.2M
|
1.12M
$56.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
860KNew |
$43.2M - $43.3M
|
860K
$43.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
845K+ 320.8% |
$42.4M - $42.6M
|
1.11M
$55.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
735K+ 122425.5% |
$36.9M - $37M
|
735K
$37.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
682K+ 37.58% |
$34.3M - $34.4M
|
2.5M
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
647K+ 49.5% |
$32.5M - $32.6M
|
1.96M
$98.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Retireful, LLC
|
BUY
|
- |
625KNew |
$31.4M - $31.5M
|
625K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
544K+ 26.65% |
$27.3M - $27.4M
|
2.58M
$130M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
477KNew |
$23.9M - $24M
|
477K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
475K+ 238.68% |
$23.9M - $23.9M
|
675K
$34M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
453K+ 76058.66% |
$22.7M - $22.8M
|
453K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
437K+ 183.42% |
$21.9M - $22M
|
675K
$34.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
413K+ 113.69% |
$20.8M - $20.8M
|
777K
$39.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
400KNew |
$20.1M - $20.2M
|
400K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
376K+ 14.42% |
$18.9M - $18.9M
|
2.98M
$150M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
287KNew |
$14.4M - $14.4M
|
287K
$14.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
280KNew |
$14.1M - $14.1M
|
280K
$14.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
267K+ 62.93% |
$13.4M - $13.4M
|
691K
$34.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
266K+ 20145.6% |
$13.3M - $13.4M
|
267K
$13.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
262K+ 68.58% |
$13.1M - $13.2M
|
643K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
245KNew |
$12.3M - $12.3M
|
245K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
235K+ 82.62% |
$11.8M - $11.9M
|
520K
$26.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
BUY
|
- |
230KNew |
$11.6M - $11.6M
|
230K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
229KNew |
$11.5M - $11.5M
|
229K
$11.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
214K+ 30.41% |
$10.7M - $10.8M
|
917K
$46.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
212K+ 56.97% |
$10.7M - $10.7M
|
585K
$29.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
210K+ 14.37% |
$10.6M - $10.6M
|
1.67M
$84.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
199K+ 13.5% |
$9.99M - $10M
|
1.67M
$84.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
187K+ 33.32% |
$9.38M - $9.41M
|
747K
$37.7M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
165K+ 612.06% |
$8.27M - $8.3M
|
192K
$9.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
BUY
|
- |
163KNew |
$8.19M - $8.21M
|
163K
$8.23M
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
157KNew |
$7.91M - $7.93M
|
157K
$7.94M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
149KNew |
$7.49M - $7.51M
|
149K
$7.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146K+ 35.6% |
$7.35M - $7.37M
|
557K
$28.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
142K+ 167.18% |
$7.13M - $7.15M
|
227K
$11.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
135KNew |
$6.79M - $6.81M
|
135K
$6.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
133K+ 1070.74% |
$6.67M - $6.69M
|
145K
$7.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
129KNew |
$6.48M - $6.5M
|
129K
$6.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
126K+ 122.17% |
$6.35M - $6.37M
|
230K
$11.6M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
121K+ 723.13% |
$6.07M - $6.09M
|
137K
$6.94M
|