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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
32.3K+ 19.0% |
$1.62M - $1.63M
|
202K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
31.8K+ 3.23% |
$1.6M - $1.6M
|
1.01M
$51.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
30.9KNew |
$1.55M - $1.56M
|
30.9K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
29KNew |
$1.46M - $1.46M
|
29K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
27.7KNew |
$1.39M - $1.4M
|
27.7K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
26.2K+ 15.62% |
$1.32M - $1.32M
|
194K
$9.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26.2K+ 323.76% |
$1.31M - $1.32M
|
34.2K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
25.1K+ 3.02% |
$1.26M - $1.27M
|
857K
$43.2M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
25KNew |
$1.26M - $1.26M
|
25K
$1.26M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.1K+ 14.98% |
$1.21M - $1.22M
|
185K
$9.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
24K+ 30.84% |
$1.2M - $1.21M
|
102K
$5.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
24K+ 30.84% |
$1.2M - $1.21M
|
102K
$5.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
23.5K+ 41.94% |
$1.18M - $1.19M
|
79.4K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.5K+ 12.28% |
$1.13M - $1.14M
|
206K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
20.8K+ 275.24% |
$1.04M - $1.05M
|
28.3K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20KNew |
$1M - $1.01M
|
20K
$1.01M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
18.8KNew |
$942K - $947K
|
18.8K
$947K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$927K - $933K
|
18.5K
$932K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4K+ 15.47% |
$922K - $927K
|
137K
$6.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 1.78% |
$915K - $920K
|
1.04M
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18.1K+ 12.16% |
$909K - $914K
|
167K
$8.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.1K+ 58.99% |
$908K - $913K
|
48.8K
$2.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
18.1KNew |
$908K - $913K
|
18.1K
$913K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
17K+ 177.82% |
$853K - $858K
|
26.5K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
16.8KNew |
$844K - $848K
|
16.8K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
15.8KNew |
$793K - $798K
|
15.8K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
15.3KNew |
$769K - $774K
|
15.3K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$758K - $762K
|
15.1K
$762K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
15.1K+ 27.81% |
$757K - $761K
|
69.3K
$3.5M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
14.4K+ 3.85% |
$724K - $728K
|
389K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$706K - $710K
|
14.1K
$710K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14K+ 8.83% |
$704K - $708K
|
173K
$8.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
13.2KNew |
$665K - $669K
|
13.2K
$668K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1K+ 12.0% |
$660K - $664K
|
123K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.9K+ 24.27% |
$649K - $653K
|
66.2K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.9K+ 74.73% |
$647K - $651K
|
30.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.2K+ 14.78% |
$615K - $618K
|
95.1K
$4.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12.1KNew |
$609K - $612K
|
12.1K
$612K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$597K - $601K
|
11.9K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.7K+ 53.9% |
$590K - $593K
|
33.5K
$1.69M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11.7KNew |
$588K - $591K
|
11.7K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
11.7KNew |
$585K - $589K
|
11.7K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
11.5K+ 22.29% |
$578K - $581K
|
63.1K
$3.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11.2K+ 3.45% |
$561K - $564K
|
335K
$16.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11.1K+ 254.84% |
$555K - $558K
|
15.4K
$777K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.9K+ 140.72% |
$549K - $552K
|
18.7K
$944K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10.9K+ 36.08% |
$549K - $552K
|
41.2K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
10.6K+ 2.69% |
$531K - $534K
|
403K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 97.63% |
$526K - $529K
|
21.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
10.3KNew |
$519K - $522K
|
10.3K
$522K
|