Latest Institutional Purchases of Wisdomtree Floating Rate Treas (USFR)
This list provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.42K+ 84.88% |
$423K - $425K
|
18.3K
$922K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.5KNew |
$326K - $328K
|
6.5K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.2KNew |
$261K - $262K
|
5.2K
$261K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.93KNew |
$248K - $249K
|
4.93K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.58KNew |
$230K - $231K
|
4.58K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.15KNew |
$208K - $209K
|
4.15K
$209K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.04K+ 7400.0% |
$52K - $52.3K
|
1.05K
$52.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03KNew |
$51.5K - $51.7K
|
1.03K
$51.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38New |
$1.91K - $1.92K
|
38
$1.91K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$1.81K - $1.82K
|
36
$1.81K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$854 - $858
|
17
$855
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.09% |
$502 - $505
|
11.7K
$587K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
590KNew |
$29.6M - $29.8M
|
590K
$29.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
127KNew |
$6.38M - $6.42M
|
127K
$6.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.3KNew |
$3.03M - $3.05M
|
60.3K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.4KNew |
$2.38M - $2.39M
|
47.4K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
45.1KNew |
$2.27M - $2.28M
|
45.1K
$2.27M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
25KNew |
$1.26M - $1.26M
|
25K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20KNew |
$1M - $1.01M
|
20K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$927K - $933K
|
18.5K
$929K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.1K+ 58.99% |
$908K - $913K
|
48.8K
$2.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
16.8KNew |
$844K - $848K
|
16.8K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$758K - $762K
|
15.1K
$759K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$597K - $601K
|
11.9K
$599K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11.7KNew |
$588K - $591K
|
11.7K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.45KNew |
$474K - $477K
|
9.45K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.17KNew |
$460K - $463K
|
9.17K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.88KNew |
$446K - $448K
|
8.88K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.96KNew |
$299K - $301K
|
5.96K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.29KNew |
$266K - $267K
|
5.29K
$266K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.02KNew |
$252K - $253K
|
5.02K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.76KNew |
$239K - $240K
|
4.76K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.5KNew |
$226K - $227K
|
4.5K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.03KNew |
$203K - $204K
|
4.03K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.83K+ 53.8% |
$193K - $194K
|
11K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.58KNew |
$180K - $181K
|
3.58K
$180K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.95KNew |
$148K - $149K
|
2.95K
$148K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.94K+ 47.3% |
$148K - $149K
|
9.17K
$461K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.73KNew |
$87K - $87.4K
|
1.73K
$87.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.37K+ 20.09% |
$68.6K - $69K
|
8.16K
$411K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.16K+ 1.69% |
$58.4K - $58.8K
|
70K
$3.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
983New |
$49.4K - $49.6K
|
983
$49.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
981+ 13.02% |
$49.3K - $49.5K
|
8.51K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
BUY
|
- |
865+ 13.22% |
$43.4K - $43.7K
|
7.41K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
695New |
$34.9K - $35.1K
|
695
$35K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
681New |
$34.2K - $34.4K
|
681
$34.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
655New |
$32.9K - $33.1K
|
655
$33K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
202+ 1.27% |
$10.1K - $10.2K
|
16.1K
$809K
|
|