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 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
120KNew |
$6.01M - $6.03M
|
120K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
110K+ 1022.6% |
$5.55M - $5.56M
|
121K
$6.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
108K+ 99.25% |
$5.45M - $5.46M
|
218K
$10.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
107K+ 73.3% |
$5.37M - $5.38M
|
253K
$12.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
105K+ 15.12% |
$5.27M - $5.29M
|
799K
$40.2M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
83.4KNew |
$4.19M - $4.2M
|
83.4K
$4.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
82.7K+ 88.65% |
$4.16M - $4.17M
|
176K
$8.85M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80.9K+ 258.94% |
$4.06M - $4.07M
|
112K
$5.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
76.9K+ 550.05% |
$3.86M - $3.87M
|
90.8K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.4KNew |
$3.64M - $3.65M
|
72.4K
$3.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
70.6K+ 7.92% |
$3.55M - $3.56M
|
962K
$48.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
70.2K+ 41.83% |
$3.53M - $3.54M
|
238K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
68.3KNew |
$3.43M - $3.44M
|
68.3K
$3.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
64.3K+ 18.79% |
$3.23M - $3.24M
|
406K
$20.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.3K+ 95.69% |
$3.08M - $3.09M
|
125K
$6.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
60.6K+ 23.41% |
$3.04M - $3.05M
|
319K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.9K+ 248.77% |
$2.81M - $2.82M
|
78.4K
$3.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
54.8K+ 68.96% |
$2.75M - $2.76M
|
134K
$6.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.5K+ 127.59% |
$2.69M - $2.7M
|
95.5K
$4.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
50.7KNew |
$2.55M - $2.56M
|
50.7K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
49K+ 6.05% |
$2.46M - $2.47M
|
858K
$43.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48.4K+ 105.22% |
$2.43M - $2.44M
|
94.5K
$4.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
46.6K+ 15.96% |
$2.34M - $2.35M
|
339K
$17M
|
|
|
Oct 27, 2022
Q3 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
46.3KNew |
$2.33M - $2.33M
|
46.3K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.5K+ 7.21% |
$2.23M - $2.24M
|
661K
$33.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
43.8KNew |
$2.2M - $2.2M
|
43.8K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
43.1K+ 220.29% |
$2.16M - $2.17M
|
62.6K
$3.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
40.6KNew |
$2.04M - $2.05M
|
40.6K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.9K+ 129.68% |
$2.01M - $2.01M
|
70.8K
$3.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.3K+ 48.32% |
$1.97M - $1.98M
|
121K
$6.06M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
39.2K+ 3.46% |
$1.97M - $1.98M
|
1.17M
$59M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38K+ 19.61% |
$1.91M - $1.92M
|
232K
$11.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
35.6KNew |
$1.79M - $1.79M
|
35.6K
$1.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
33.9K+ 744.98% |
$1.7M - $1.71M
|
38.4K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.6K+ 69972.92% |
$1.69M - $1.69M
|
33.6K
$1.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.6K+ 10.75% |
$1.49M - $1.49M
|
306K
$15.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
29.5KNew |
$1.48M - $1.48M
|
29.5K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28.2K+ 368.33% |
$1.42M - $1.42M
|
35.9K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.9KNew |
$1.4M - $1.41M
|
27.9K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
27.6KNew |
$1.39M - $1.39M
|
27.6K
$1.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.6KNew |
$1.39M - $1.39M
|
27.6K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
27.2KNew |
$1.37M - $1.37M
|
27.2K
$1.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
26.2K+ 43.68% |
$1.32M - $1.32M
|
86.2K
$4.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
25.5KNew |
$1.28M - $1.28M
|
25.5K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
24.3K+ 503.02% |
$1.22M - $1.23M
|
29.2K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23.1KNew |
$1.16M - $1.16M
|
23.1K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22.5K+ 5142.92% |
$1.13M - $1.13M
|
23K
$1.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
22K+ 2.73% |
$1.11M - $1.11M
|
830K
$41.7M
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.3KNew |
$871K - $874K
|
17.3K
$872K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17.3K+ 6.96% |
$867K - $869K
|
265K
$13.3M
|