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 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$1.29M - $1.3M
|
25.7K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
9.99KNew |
$502K - $505K
|
9.99K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.9KNew |
$498K - $500K
|
9.9K
$498K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
9.28KNew |
$467K - $469K
|
9.28K
$467K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
8.83KNew |
$444K - $446K
|
8.83K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8.22KNew |
$413K - $415K
|
8.22K
$414K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
6.69KNew |
$336K - $338K
|
6.69K
$337K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
6.46K+ 8070.0% |
$325K - $326K
|
6.54K
$329K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.99KNew |
$251K - $252K
|
4.99K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$220K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.17KNew |
$210K - $211K
|
4.17K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.88K+ 1.28% |
$195K - $196K
|
306K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5KNew |
$176K - $177K
|
3.5K
$176K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.97K+ 6.7% |
$98.9K - $99.4K
|
31.3K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.95K+ 7.49% |
$98.1K - $98.6K
|
28K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.93KNew |
$97.1K - $97.6K
|
1.93K
$97.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.24K+ 46.18% |
$62.2K - $62.5K
|
3.92K
$197K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
800New |
$40.2K - $40.4K
|
800
$40.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
410+ 3.97% |
$20.6K - $20.7K
|
10.7K
$540K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
284+ 3.02% |
$14.3K - $14.3K
|
9.7K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$10.1K - $10.1K
|
200
$10.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
138+ 200.0% |
$6.94K - $6.97K
|
207
$10.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88+ 1.08% |
$4.42K - $4.45K
|
8.21K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
87New |
$4.37K - $4.4K
|
87
$4.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
64+ 15.42% |
$3.22K - $3.23K
|
479
$24.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
23+ 1.33% |
$1.16K - $1.16K
|
1.75K
$87.9K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 1.24% |
$151 - $152
|
244
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3New |
$151 - $152
|
3
$151
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 1.08% |
$101 - $101
|
188
$9.46K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
572K+ 236.32% |
$28.7M - $28.8M
|
813K
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
397K+ 79.94% |
$20M - $20.1M
|
895K
$45M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
158K+ 4486.84% |
$7.93M - $7.96M
|
161K
$8.12M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
149K+ 249.14% |
$7.49M - $7.52M
|
209K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
85.1KNew |
$4.27M - $4.29M
|
85.1K
$4.28M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
25KNew |
$1.26M - $1.26M
|
25K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
11.3KNew |
$568K - $570K
|
11.3K
$569K
|
|
|
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
|
|