Purchases and Sales Made in Q4 2022 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
14.8K+ 6.22% |
$743K - $746K
|
253K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
13.9KNew |
$698K - $701K
|
13.9K
$701K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.9KNew |
$697K - $700K
|
13.9K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
13.7K+ 6.03% |
$687K - $690K
|
241K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.7KNew |
$639K - $641K
|
12.7K
$641K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 70.92% |
$618K - $620K
|
29.7K
$1.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.4KNew |
$571K - $573K
|
11.4K
$573K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.3KNew |
$569K - $571K
|
11.3K
$571K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
10.4KNew |
$520K - $522K
|
10.4K
$522K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.3KNew |
$518K - $520K
|
10.3K
$520K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
10.3KNew |
$518K - $520K
|
10.3K
$520K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
10.3KNew |
$518K - $520K
|
10.3K
$520K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
10KNew |
$502K - $504K
|
10K
$504K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.7KNew |
$487K - $489K
|
9.7K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.06K+ 43.89% |
$455K - $457K
|
29.7K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.89K+ 83.03% |
$446K - $448K
|
19.6K
$988K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.55KNew |
$429K - $431K
|
8.55K
$431K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.3K+ 96.73% |
$416K - $418K
|
16.9K
$850K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.97K+ 7.93% |
$400K - $401K
|
108K
$5.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.6K+ 26.51% |
$381K - $383K
|
36.3K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.41K+ 11.83% |
$372K - $373K
|
70K
$3.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.38KNew |
$371K - $372K
|
7.38K
$372K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.34K+ 8.8% |
$368K - $370K
|
90.7K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.13KNew |
$358K - $359K
|
7.13K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
6.97K+ 46.6% |
$350K - $351K
|
21.9K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.91K+ 240.38% |
$347K - $348K
|
9.78K
$493K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.85K+ 7.24% |
$344K - $345K
|
101K
$5.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.51KNew |
$327K - $328K
|
6.51K
$328K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.25K+ 82.0% |
$314K - $315K
|
13.9K
$700K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
6.07K+ 11.96% |
$305K - $306K
|
56.8K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
6.06K+ 3.85% |
$304K - $305K
|
163K
$8.24M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
6.03K+ 3.01% |
$303K - $304K
|
207K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.03K+ 102.6% |
$303K - $304K
|
11.9K
$600K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.89KNew |
$296K - $297K
|
5.89K
$297K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
5.77KNew |
$290K - $291K
|
5.77K
$291K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.73KNew |
$288K - $289K
|
5.73K
$289K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.71KNew |
$286K - $287K
|
5.71K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.66K+ 36.63% |
$284K - $285K
|
21.1K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.5KNew |
$276K - $277K
|
5.5K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
5.43KNew |
$273K - $274K
|
5.43K
$274K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.42KNew |
$272K - $273K
|
5.42K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.41KNew |
$272K - $273K
|
5.41K
$273K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.3KNew |
$266K - $267K
|
5.3K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.19K+ 8.82% |
$261K - $262K
|
64K
$3.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.94KNew |
$248K - $249K
|
4.94K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.8K+ 19.78% |
$241K - $242K
|
29.1K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.77K+ 6.74% |
$239K - $240K
|
75.5K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.66KNew |
$234K - $235K
|
4.66K
$235K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.62KNew |
$232K - $233K
|
4.62K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.4K+ 0.92% |
$221K - $222K
|
481K
$24.2M
|