Purchases and Sales Made in Q1 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
148K+ 13.93% |
$7.45M - $7.48M
|
1.21M
$61.1M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
148K+ 48.1% |
$7.43M - $7.46M
|
456K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
145K+ 21.6% |
$7.28M - $7.31M
|
816K
$41.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
142K+ 14.25% |
$7.15M - $7.18M
|
1.14M
$57.5M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
125K+ 315.96% |
$6.29M - $6.31M
|
165K
$8.3M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
125K+ 315.96% |
$6.29M - $6.31M
|
165K
$8.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
122K+ 2217.76% |
$6.12M - $6.15M
|
127K
$6.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 25.24% |
$6.09M - $6.11M
|
602K
$30.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
118K+ 13.79% |
$5.94M - $5.96M
|
976K
$49.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
117K+ 44.31% |
$5.87M - $5.9M
|
381K
$19.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
114KNew |
$5.74M - $5.76M
|
114K
$5.75M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
114K+ 19.54% |
$5.71M - $5.73M
|
696K
$35M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
112K+ 572.84% |
$5.64M - $5.66M
|
132K
$6.64M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
112K+ 56.23% |
$5.61M - $5.63M
|
311K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
111K+ 2.71% |
$5.56M - $5.58M
|
4.19M
$211M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
106KNew |
$5.33M - $5.35M
|
106K
$5.35M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
105K+ 421.28% |
$5.26M - $5.28M
|
130K
$6.52M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
104K+ 70.18% |
$5.22M - $5.24M
|
252K
$12.7M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
97.4K+ 19.32% |
$4.89M - $4.91M
|
602K
$30.3M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
93.5K+ 321.69% |
$4.69M - $4.71M
|
123K
$6.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
88.7KNew |
$4.45M - $4.47M
|
88.7K
$4.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
86.4K+ 26.66% |
$4.34M - $4.36M
|
411K
$20.7M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
83.6K+ 423.46% |
$4.2M - $4.21M
|
103K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83.3K+ 24.49% |
$4.18M - $4.2M
|
424K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
82.7K+ 58.04% |
$4.15M - $4.17M
|
225K
$11.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
82K+ 39.9% |
$4.12M - $4.14M
|
288K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
81.7KNew |
$4.1M - $4.12M
|
81.7K
$4.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
77K+ 6.26% |
$3.87M - $3.88M
|
1.31M
$65.8M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
73.8K+ 4.71% |
$3.71M - $3.72M
|
1.64M
$82.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
73.6KNew |
$3.7M - $3.71M
|
73.6K
$3.71M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
72.6KNew |
$3.65M - $3.66M
|
72.6K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
71.5K+ 7.01% |
$3.59M - $3.6M
|
1.09M
$54.9M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
71.5K+ 7.01% |
$3.59M - $3.6M
|
1.09M
$54.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
70.6KNew |
$3.55M - $3.56M
|
70.6K
$3.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
69.2K+ 186.79% |
$3.47M - $3.49M
|
106K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
65.5K+ 370.45% |
$3.29M - $3.3M
|
83.1K
$4.18M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63.9KNew |
$3.21M - $3.22M
|
63.9K
$3.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63.2K+ 47.67% |
$3.17M - $3.19M
|
196K
$9.86M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
61.9K+ 63.23% |
$3.11M - $3.12M
|
160K
$8.04M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57.4K+ 11.45% |
$2.88M - $2.9M
|
559K
$28.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55.6K+ 7019.19% |
$2.79M - $2.8M
|
56.4K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
55.3K+ 22.65% |
$2.77M - $2.79M
|
299K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.6K+ 15.88% |
$2.69M - $2.7M
|
391K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
51.6K+ 616.57% |
$2.59M - $2.6M
|
60K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
50.2K+ 5.12% |
$2.52M - $2.53M
|
1.03M
$51.8M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
49.2K+ 17.91% |
$2.47M - $2.48M
|
324K
$16.3M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
48.5K+ 880.82% |
$2.43M - $2.44M
|
54K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
47.7K+ 75.21% |
$2.4M - $2.41M
|
111K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47.5KNew |
$2.39M - $2.4M
|
47.5K
$2.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
44.4KNew |
$2.23M - $2.24M
|
44.4K
$2.23M
|