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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.53K+ 34.47% |
$478K - $481K
|
37.2K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.42KNew |
$422K - $425K
|
8.42K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.36K+ 136.64% |
$420K - $422K
|
14.5K
$730K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
6.45KNew |
$324K - $325K
|
6.45K
$325K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.21KNew |
$261K - $263K
|
5.21K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.17K+ 7.02% |
$259K - $261K
|
78.7K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.98KNew |
$250K - $251K
|
4.98K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 163.24% |
$236K - $237K
|
7.58K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$205K - $206K
|
4.09K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.79K+ 10.0% |
$190K - $192K
|
41.8K
$2.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.8KNew |
$141K - $141K
|
2.8K
$141K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.5K+ 2.53% |
$126K - $126K
|
102K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
932+ 9.5% |
$46.8K - $47K
|
10.7K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
680New |
$34.1K - $34.3K
|
680
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
396+ 1.16% |
$19.9K - $20K
|
34.6K
$1.75M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
246+ 0.3% |
$12.3K - $12.4K
|
81.2K
$4.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
239+ 3.68% |
$12K - $12.1K
|
6.73K
$340K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
198New |
$9.94K - $10K
|
198
$9.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195New |
$9.79K - $9.84K
|
195
$9.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
152+ 1.33% |
$7.63K - $7.67K
|
11.6K
$586K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
135New |
$6.78K - $6.81K
|
135
$6.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
123+ 2.24% |
$6.17K - $6.21K
|
5.62K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
85+ 2.06% |
$4.27K - $4.29K
|
4.21K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$3.41K - $3.43K
|
68
$3.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$2.46K - $2.47K
|
49
$2.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
49New |
$2.46K - $2.47K
|
49
$2.47K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
36+ 0.32% |
$1.81K - $1.82K
|
11.2K
$567K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.23% |
$502 - $505
|
4.42K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.4% |
$100 - $101
|
497
$25.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
883K+ 455164.44% |
$44.4M - $44.6M
|
883K
$44.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
123KNew |
$6.16M - $6.19M
|
123K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
113K+ 60.09% |
$5.66M - $5.69M
|
300K
$15.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
49.6KNew |
$2.5M - $2.51M
|
49.6K
$2.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
34.4K+ 2.46% |
$1.73M - $1.74M
|
1.43M
$72.2M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$1.29M - $1.3M
|
25.7K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19KNew |
$958K - $962K
|
19K
$961K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
9.99KNew |
$502K - $505K
|
9.99K
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.9KNew |
$498K - $500K
|
9.9K
$499K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9.28KNew |
$467K - $469K
|
9.28K
$468K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.83KNew |
$444K - $446K
|
8.83K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$413K - $415K
|
8.22K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.69KNew |
$336K - $338K
|
6.69K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.57KNew |
$330K - $332K
|
6.57K
$331K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.46K+ 8070.0% |
$325K - $326K
|
6.54K
$330K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.99KNew |
$251K - $252K
|
4.99K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.17KNew |
$210K - $211K
|
4.17K
$210K
|
|