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 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 85.0% |
$506K - $508K
|
21.9K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10KNew |
$504K - $507K
|
10K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10KNew |
$502K - $505K
|
10K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.97KNew |
$501K - $503K
|
9.97K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.91KNew |
$498K - $501K
|
9.91K
$500K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9.88KNew |
$496K - $499K
|
9.88K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
9.73K+ 10.09% |
$488K - $491K
|
106K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.45KNew |
$474K - $477K
|
9.45K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.17KNew |
$460K - $463K
|
9.17K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.07K+ 4.81% |
$455K - $458K
|
198K
$9.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.96K+ 11.31% |
$450K - $453K
|
88.2K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.88KNew |
$446K - $448K
|
8.88K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.61K+ 1.85% |
$432K - $435K
|
475K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.47K+ 3.63% |
$425K - $428K
|
242K
$12.2M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.04KNew |
$404K - $406K
|
8.04K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.84K+ 14.9% |
$394K - $396K
|
60.4K
$3.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.31K+ 12.58% |
$367K - $369K
|
65.4K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.11KNew |
$357K - $359K
|
7.11K
$358K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.03K+ 150.52% |
$353K - $355K
|
11.7K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.03K+ 150.52% |
$353K - $355K
|
11.7K
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.78K+ 12.24% |
$340K - $342K
|
62.2K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.76KNew |
$339K - $341K
|
6.76K
$341K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.56K+ 29.34% |
$329K - $331K
|
28.9K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.54K+ 13.67% |
$328K - $330K
|
54.4K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.31KNew |
$317K - $319K
|
6.31K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.25K+ 21.77% |
$314K - $315K
|
34.9K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
6.15K+ 40.21% |
$309K - $310K
|
21.4K
$1.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
6.04KNew |
$303K - $305K
|
6.04K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.96KNew |
$299K - $301K
|
5.96K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.73KNew |
$288K - $289K
|
5.73K
$289K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.58K+ 6.38% |
$280K - $282K
|
93K
$4.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.58K+ 6.38% |
$280K - $282K
|
93K
$4.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.42K+ 16.09% |
$272K - $273K
|
39.1K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.3K+ 41.38% |
$266K - $267K
|
18.1K
$912K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.29KNew |
$266K - $267K
|
5.29K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.28K+ 27.35% |
$265K - $267K
|
24.6K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.09K+ 376.74% |
$255K - $257K
|
6.44K
$324K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.02KNew |
$252K - $253K
|
5.02K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.96K+ 11.6% |
$249K - $250K
|
47.7K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.77K+ 39.33% |
$240K - $241K
|
16.9K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.76KNew |
$239K - $240K
|
4.76K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.71KNew |
$236K - $238K
|
4.71K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.62K+ 2.82% |
$232K - $233K
|
168K
$8.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.5KNew |
$226K - $227K
|
4.5K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.47K+ 5.65% |
$224K - $225K
|
83.5K
$4.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.29KNew |
$215K - $217K
|
4.29K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
4.28KNew |
$215K - $216K
|
4.28K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.03KNew |
$203K - $204K
|
4.03K
$203K
|