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
|
Brown Advisory Inc
|
SELL
|
- |
-122- 0.19% |
$6.13K - $6.15K
|
62.5K
$3.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-145- 0.48% |
$7.28K - $7.31K
|
30.3K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-355- 57.82% |
$17.8K - $17.9K
|
259
$13K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-398- 5.02% |
$20K - $20.1K
|
7.53K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-513- 39.71% |
$25.8K - $25.8K
|
779
$39.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-588- 3.13% |
$29.5K - $29.6K
|
18.2K
$916K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-696- 0.52% |
$35K - $35.1K
|
133K
$6.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-835- 6.62% |
$42K - $42.1K
|
11.8K
$592K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-835- 6.62% |
$42K - $42.1K
|
11.8K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-870- 5.77% |
$43.7K - $43.8K
|
14.2K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-922- 12.54% |
$46.3K - $46.5K
|
6.43K
$323K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.01K- 3.35% |
$50.9K - $51.1K
|
29.2K
$1.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.08K- 2.83% |
$54K - $54.2K
|
36.9K
$1.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.56K- 11.68% |
$78.3K - $78.5K
|
11.8K
$593K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 5.58% |
$84.2K - $84.4K
|
28.3K
$1.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.75K- 17.33% |
$87.9K - $88.2K
|
8.35K
$420K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.75K- 0.89% |
$88.1K - $88.4K
|
195K
$9.81M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-2K- 19.41% |
$100K - $101K
|
8.31K
$418K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.66K- 22.16% |
$133K - $134K
|
9.33K
$469K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 29.37% |
$134K - $134K
|
6.39K
$321K
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.7K- 5.15% |
$136K - $136K
|
49.7K
$2.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.8K- 13.39% |
$141K - $141K
|
18.1K
$910K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.17K- 2.11% |
$159K - $160K
|
147K
$7.37M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.25K- 3.36% |
$163K - $164K
|
93.5K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.67K- 5.28% |
$185K - $185K
|
65.9K
$3.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.21K- 12.75% |
$212K - $212K
|
28.8K
$1.45M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.21K- 12.75% |
$212K - $212K
|
28.8K
$1.45M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-4.39K- 13.78% |
$221K - $221K
|
27.5K
$1.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.5K- 11.67% |
$226K - $227K
|
34.1K
$1.71M
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.59KClosed |
$230K - $231K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5.4K- 62.4% |
$271K - $272K
|
3.26K
$164K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.61K- 0.35% |
$282K - $283K
|
1.59M
$80.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.83K- 49.81% |
$293K - $294K
|
5.88K
$296K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-6.1K- 1.66% |
$306K - $307K
|
361K
$18.1M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.25K- 45.05% |
$314K - $315K
|
7.63K
$383K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.74K- 19.56% |
$389K - $390K
|
31.8K
$1.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.83K- 14.21% |
$444K - $445K
|
53.3K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.24K- 17.83% |
$464K - $465K
|
42.6K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.77K- 35.95% |
$491K - $492K
|
17.4K
$876K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-10K- 24.43% |
$502K - $504K
|
30.9K
$1.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-11.4K- 3.6% |
$573K - $575K
|
305K
$15.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.5K- 9.54% |
$577K - $579K
|
109K
$5.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.4K- 3.08% |
$671K - $673K
|
420K
$21.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 15.59% |
$677K - $679K
|
72.9K
$3.67M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-15.1KClosed |
$758K - $760K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.9K- 37.68% |
$797K - $799K
|
26.2K
$1.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-17.7K- 54.18% |
$890K - $892K
|
15K
$753K
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-18.6K- 8.48% |
$934K - $936K
|
201K
$10.1M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-18.7K- 1.57% |
$941K - $944K
|
1.18M
$59.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.3K- 53.85% |
$969K - $972K
|
16.5K
$831K
|