Purchases and Sales Made in Q3 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 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 01, 2022 Q3 2022
Howard Wealth Management, LLC

Madison, CT
BUY
 -
4K
+ 16.67%
$201K - $202K
28K $1.41M
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
3.49K
New
$175K - $176K
3.49K $176K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.14K
+ 110.74%
$158K - $158K
5.97K $301K
Oct 19, 2022 Q3 2022
Harbour Capital Advisors, LLC

BUY
 -
3K
+ 53.81%
$151K - $151K
8.58K $433K
Nov 03, 2022 Q3 2022
Advisor Os, LLC

BUY
 -
2.86K
+ 23.6%
$143K - $144K
15K $754K
Nov 09, 2022 Q3 2022
Jacobi Capital Management LLC

BUY
 -
2.83K
+ 1.05%
$142K - $143K
272K $13.7M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
2.65K
+ 33.09%
$133K - $133K
10.7K $538K
Nov 08, 2022 Q3 2022
Vicus Capital

State College, PA
BUY
 -
2.1K
+ 20.22%
$105K - $106K
12.5K $629K
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.95K
New
$98.2K - $98.4K
1.95K $98.6K
Nov 02, 2022 Q3 2022
Cim, LLC

BUY
 -
1.85K
+ 2.57%
$92.9K - $93.2K
74K $3.73M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1K
+ 11.54%
$50.2K - $50.4K
9.66K $488K
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
975
New
$49K - $49.1K
975 $49.2K
Nov 01, 2022 Q3 2022
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
952
+ 4.16%
$47.8K - $48K
23.8K $1.2M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
906
New
$45.5K - $45.6K
906 $45.7K
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
883
+ 19.75%
$44.4K - $44.5K
5.36K $270K
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
870
+ 11.48%
$43.7K - $43.8K
8.45K $426K
Nov 14, 2022 Q3 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
815
+ 14.33%
$40.9K - $41.1K
6.5K $328K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
606
New
$30.4K - $30.5K
606 $30.6K
Nov 09, 2022 Q3 2022
Fure Financial Corp

Bloomington, MN
BUY
 -
465
+ 1.08%
$23.4K - $23.4K
43.5K $2.19M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
460
New
$23.1K - $23.2K
460 $23.2K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
428
New
$21.5K - $21.6K
428 $21.6K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
415
New
$20.8K - $20.9K
415 $20.9K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
397
+ 1.96%
$19.9K - $20K
20.7K $1.04M
Oct 17, 2022 Q3 2022
Independent Wealth Network Inc.

BUY
 -
396
+ 8.67%
$19.9K - $20K
4.96K $250K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
324
New
$16.3K - $16.3K
324 $16.3K
Nov 14, 2022 Q3 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
285
+ 2.38%
$14.3K - $14.4K
12.3K $620K
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
274
+ 2.02%
$13.8K - $13.8K
13.8K $697K
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
268
+ 4.87%
$13.5K - $13.5K
5.77K $291K
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
268
+ 4.87%
$13.5K - $13.5K
5.77K $291K
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
216
+ 0.76%
$10.9K - $10.9K
28.7K $1.45M
Nov 14, 2022 Q3 2022
Bellwether Advisors, LLC

BUY
 -
210
New
$10.6K - $10.6K
210 $10.6K
Oct 25, 2022 Q3 2022
Pinnacle Bancorp, Inc.

BUY
 -
206
New
$10.3K - $10.4K
206 $10.4K
Oct 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
190
+ 3.41%
$9.55K - $9.57K
5.76K $291K
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
63
+ 0.68%
$3.17K - $3.17K
9.36K $472K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
44
+ 125.71%
$2.21K - $2.22K
79 $3.99K
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
39
+ 0.58%
$1.96K - $1.96K
6.76K $341K
Oct 17, 2022 Q3 2022
Peterson Financial Group, Inc.

BUY
 -
18
+ 0.22%
$904 - $907
8.23K $415K
Oct 27, 2022 Q3 2022
Verity Wealth Advisors

BUY
 -
17
+ 0.19%
$854 - $856
8.96K $452K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
9
+ 0.05%
$452 - $453
18.7K $943K
Nov 03, 2022 Q3 2022
Acg Wealth

BUY
 -
6
+ 0.01%
$301 - $302
45.4K $2.29M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
5
New
$251 - $252
5 $252
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
2
+ 0.55%
$100 - $101
367 $18.5K
Nov 07, 2022 Q3 2022
Spire Wealth Management

BUY
 -
1
+ 0.38%
$50.2 - $50.4
266 $13.4K
Dec 12, 2022 Q3 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-1
- 0.01%
$50.2 - $50.4
9.95K $502K
Nov 08, 2022 Q3 2022
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-3
- 0.04%
$151 - $151
8.19K $413K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-5
- 1.53%
$251 - $252
321 $16.2K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

SELL
 -
-63
- 1.03%
$3.17K - $3.17K
6.08K $307K
Nov 14, 2022 Q3 2022
Covestor LTD

Boston, MA
SELL
 -
-92
- 21.45%
$4.62K - $4.63K
337 $17K
Nov 14, 2022 Q3 2022
Vista Investment Management

Pittsburgh, PA
SELL
 -
-116
- 0.79%
$5.83K - $5.84K
14.6K $737K

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