Purchases and Sales Made in Q4 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114KNew |
$5.74M - $5.77M
|
114K
$5.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
110K+ 11.06% |
$5.52M - $5.55M
|
1.1M
$55.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 72.41% |
$5.39M - $5.42M
|
256K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100KNew |
$5.03M - $5.06M
|
100K
$5.05M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
98.3KNew |
$4.94M - $4.96M
|
98.3K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
94.9K+ 215.71% |
$4.77M - $4.79M
|
139K
$7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
93K+ 11.94% |
$4.67M - $4.69M
|
872K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
91.8KNew |
$4.61M - $4.63M
|
91.8K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
88KNew |
$4.42M - $4.45M
|
88K
$4.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
86.3K+ 64.59% |
$4.33M - $4.36M
|
220K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
85.1K+ 11.68% |
$4.27M - $4.3M
|
814K
$41M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
79.2K+ 60.21% |
$3.98M - $4M
|
211K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
78.4K+ 23.58% |
$3.93M - $3.96M
|
411K
$20.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
75.7K+ 217.8% |
$3.8M - $3.82M
|
110K
$5.57M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
75.6KNew |
$3.8M - $3.82M
|
75.6K
$3.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
75K+ 143.55% |
$3.76M - $3.78M
|
127K
$6.41M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
72.6K+ 419.56% |
$3.65M - $3.67M
|
89.9K
$4.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
68.1K+ 10.59% |
$3.42M - $3.44M
|
711K
$35.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64.9K+ 1352.45% |
$3.26M - $3.28M
|
69.7K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.6K+ 19.35% |
$3.24M - $3.26M
|
398K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
62.1K+ 54.42% |
$3.12M - $3.14M
|
176K
$8.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.4K+ 14.09% |
$3.08M - $3.1M
|
497K
$25.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.3KNew |
$3.03M - $3.05M
|
60.3K
$3.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
60.2KNew |
$3.02M - $3.04M
|
60.2K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
59.3K+ 135.83% |
$2.97M - $2.99M
|
103K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
57.5K+ 7.53% |
$2.89M - $2.91M
|
822K
$41.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
56KNew |
$2.81M - $2.83M
|
56K
$2.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
54.4K+ 38.99% |
$2.73M - $2.75M
|
194K
$9.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
54.3K+ 30.88% |
$2.73M - $2.74M
|
230K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
54.3KNew |
$2.73M - $2.74M
|
54.3K
$2.74M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
52.3KNew |
$2.62M - $2.64M
|
52.3K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
48.8KNew |
$2.45M - $2.46M
|
48.8K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
48.2K+ 240820.0% |
$2.42M - $2.43M
|
48.2K
$2.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.4KNew |
$2.38M - $2.39M
|
47.4K
$2.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
47.3K+ 17.17% |
$2.38M - $2.39M
|
323K
$16.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
46.9K+ 16.9% |
$2.36M - $2.37M
|
324K
$16.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
45.8K+ 42.12% |
$2.3M - $2.31M
|
155K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
45.1KNew |
$2.27M - $2.28M
|
45.1K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
45.1K+ 256.01% |
$2.26M - $2.28M
|
62.7K
$3.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
44.1K+ 55.27% |
$2.21M - $2.23M
|
124K
$6.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
42.9K+ 8.95% |
$2.16M - $2.17M
|
523K
$26.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
42.6KNew |
$2.14M - $2.15M
|
42.6K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
40.8K+ 3.26% |
$2.05M - $2.06M
|
1.29M
$65.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
40.1K+ 22.53% |
$2.01M - $2.02M
|
218K
$11M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39K+ 12.68% |
$1.96M - $1.97M
|
346K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
38.4K+ 25.54% |
$1.93M - $1.94M
|
189K
$9.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.1K+ 6.65% |
$1.86M - $1.88M
|
596K
$30M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
36.3K+ 11.87% |
$1.82M - $1.83M
|
342K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
34.8K+ 70.28% |
$1.75M - $1.76M
|
84.2K
$4.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
33.1K+ 26.4% |
$1.66M - $1.67M
|
159K
$7.99M
|