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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10KNew |
$502K - $505K
|
10K
$505K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.92KNew |
$498K - $501K
|
9.92K
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
6.3KNew |
$316K - $318K
|
6.3K
$318K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.98KNew |
$200K - $201K
|
3.98K
$201K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.74K+ 47.83% |
$188K - $189K
|
11.6K
$583K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.1K+ 42.39% |
$106K - $106K
|
7.07K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
665New |
$33.4K - $33.6K
|
665
$33.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.3K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
354+ 183.42% |
$17.8K - $17.9K
|
547
$27.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$5.02K - $5.05K
|
100
$5.05K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88New |
$4.42K - $4.44K
|
88
$4.44K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$1.36K - $1.36K
|
27
$1.36K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
71.5K+ 7.01% |
$3.59M - $3.6M
|
1.09M
$55.1M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
71.5K+ 7.01% |
$3.59M - $3.6M
|
1.09M
$55.1M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
39.6KNew |
$1.99M - $2M
|
39.6K
$2M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.96KNew |
$500K - $502K
|
9.96K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.39KNew |
$321K - $322K
|
6.39K
$322K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
5.24KNew |
$263K - $264K
|
5.24K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$241K - $242K
|
4.8K
$242K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
3.51KNew |
$176K - $177K
|
3.51K
$177K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
739New |
$37.1K - $37.3K
|
739
$37.3K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
577New |
$29K - $29.1K
|
577
$29.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
309+ 0.29% |
$15.5K - $15.6K
|
107K
$5.4M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
57New |
$2.86K - $2.87K
|
57
$2.88K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 79.55% |
$1.76K - $1.76K
|
79
$3.99K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
731KNew |
$36.7M - $36.8M
|
731K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100KNew |
$5.04M - $5.06M
|
100K
$5.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
34.5KNew |
$1.73M - $1.74M
|
34.5K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
32.8KNew |
$1.65M - $1.65M
|
32.8K
$1.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.4KNew |
$875K - $878K
|
17.4K
$879K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.9KNew |
$697K - $700K
|
13.9K
$700K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
10.3KNew |
$518K - $520K
|
10.3K
$521K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.55KNew |
$429K - $431K
|
8.55K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3.33KNew |
$167K - $168K
|
3.33K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.23K+ 4.91% |
$162K - $163K
|
69.1K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82KNew |
$91.2K - $91.6K
|
1.82K
$91.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.65K+ 19.81% |
$82.6K - $82.9K
|
9.95K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.28KNew |
$64.1K - $64.3K
|
1.28K
$64.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
668New |
$33.5K - $33.7K
|
668
$33.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
188New |
$9.44K - $9.47K
|
188
$9.48K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.1K - $1.11K
|
22
$1.11K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
437K+ 183.42% |
$21.9M - $22M
|
675K
$34.1M
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.3KNew |
$871K - $874K
|
17.3K
$875K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
15.8KNew |
$794K - $796K
|
15.8K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.4KNew |
$672K - $674K
|
13.4K
$675K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.2KNew |
$612K - $613K
|
12.2K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11KNew |
$554K - $555K
|
11K
$556K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11K+ 6.41% |
$552K - $554K
|
182K
$9.2M
|
|