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 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.16K+ 459.27% |
$209K - $210K
|
5.07K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.86K+ 27.93% |
$194K - $194K
|
17.7K
$891K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.58KNew |
$180K - $180K
|
3.58K
$180K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3.33KNew |
$167K - $168K
|
3.33K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.23K+ 4.91% |
$162K - $163K
|
69.1K
$3.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.08K+ 7.59% |
$155K - $155K
|
43.7K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.02KNew |
$152K - $152K
|
3.02K
$152K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.9KNew |
$145K - $146K
|
2.9K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.66K+ 0.98% |
$133K - $134K
|
275K
$13.8M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.64K+ 1659.12% |
$132K - $133K
|
2.8K
$141K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.51K+ 0.45% |
$126K - $127K
|
560K
$28.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.34K+ 7.61% |
$117K - $118K
|
33.1K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 49.97% |
$111K - $111K
|
6.63K
$334K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2K+ 45.8% |
$101K - $101K
|
6.38K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.93K+ 31.65% |
$96.6K - $97K
|
8.01K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82KNew |
$91.2K - $91.6K
|
1.82K
$91.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.65K+ 19.81% |
$82.6K - $82.9K
|
9.95K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 13.47% |
$76.7K - $77K
|
12.9K
$649K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$71.9K - $72.2K
|
1.43K
$72.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43KNew |
$71.7K - $72K
|
1.43K
$72K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.28KNew |
$64.1K - $64.3K
|
1.28K
$64.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.19KNew |
$59.7K - $60K
|
1.19K
$60K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.17K+ 2.5% |
$58.7K - $59K
|
48K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
1.13K+ 0.87% |
$56.5K - $56.7K
|
130K
$6.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
792New |
$39.8K - $39.9K
|
792
$39.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
723+ 6.14% |
$36.3K - $36.4K
|
12.5K
$630K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
723+ 6.14% |
$36.3K - $36.4K
|
12.5K
$630K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
668New |
$33.5K - $33.7K
|
668
$33.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
635New |
$31.9K - $32K
|
635
$32K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
485+ 10.25% |
$24.3K - $24.4K
|
5.22K
$263K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
459+ 0.44% |
$23K - $23.1K
|
104K
$5.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
314+ 152.43% |
$15.8K - $15.8K
|
520
$26.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
239+ 0.12% |
$12K - $12K
|
195K
$9.84M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
231+ 1.56% |
$11.6K - $11.6K
|
15.1K
$760K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
226+ 3.92% |
$11.3K - $11.4K
|
6K
$302K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
214+ 2.15% |
$10.7K - $10.8K
|
10.2K
$512K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
195+ 3.39% |
$9.79K - $9.83K
|
5.96K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
188New |
$9.44K - $9.47K
|
188
$9.48K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
166New |
$8.33K - $8.36K
|
166
$8.37K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
154+ 2.67% |
$7.73K - $7.76K
|
5.92K
$299K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
119New |
$5.97K - $6K
|
119
$6K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
97+ 1.15% |
$4.87K - $4.89K
|
8.55K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
88+ 26.11% |
$4.42K - $4.43K
|
425
$21.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
72+ 1.22% |
$3.61K - $3.63K
|
6K
$302K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40+ 0.33% |
$2.01K - $2.02K
|
12.3K
$621K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
29+ 0.32% |
$1.46K - $1.46K
|
8.98K
$453K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.1K - $1.11K
|
22
$1.11K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.1K - $1.11K
|
22
$1.11K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
21+ 0.25% |
$1.05K - $1.06K
|
8.37K
$422K
|