Purchases and Sales Made in Q1 2023 in Wisdomtree Floating Rate Treas (USFR)

USFR Quotes by TradingView

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 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
40.7K
+ 5.94%
$2.04M - $2.05M
725K $36.5M
May 15, 2023 Q1 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
39.6K
New
$1.99M - $2M
39.6K $1.99M
Feb 02, 2024 Q1 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
39.4K
New
$1.98M - $1.99M
39.4K $1.98M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
38.2K
+ 17.46%
$1.92M - $1.92M
257K $12.9M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
38.1K
+ 6.25%
$1.91M - $1.92M
648K $32.6M
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
37.6K
+ 806.65%
$1.89M - $1.9M
42.3K $2.13M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
36.7K
+ 7.51%
$1.84M - $1.85M
525K $26.4M
May 02, 2023 Q1 2023
Flynn Zito Capital Management, LLC

BUY
 -
35.8K
+ 237.27%
$1.8M - $1.8M
50.8K $2.56M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
34.3K
+ 21.99%
$1.72M - $1.73M
190K $9.57M
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

BUY
 -
34K
+ 21.48%
$1.71M - $1.71M
192K $9.68M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
33.4K
+ 71.98%
$1.67M - $1.68M
79.7K $4.01M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
31.9K
+ 318.71%
$1.6M - $1.61M
41.9K $2.11M
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
30.9K
+ 2.72%
$1.55M - $1.56M
1.16M $58.6M
Apr 24, 2023 Q1 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
30.7K
+ 11.16%
$1.54M - $1.55M
305K $15.4M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
27.6K
+ 322.43%
$1.38M - $1.39M
36.1K $1.82M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
26.3K
New
$1.32M - $1.33M
26.3K $1.32M
Apr 21, 2023 Q1 2023
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
26.2K
+ 12.88%
$1.31M - $1.32M
229K $11.5M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
24.9K
+ 4.45%
$1.25M - $1.26M
585K $29.4M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
22.7K
New
$1.14M - $1.14M
22.7K $1.14M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
22.3K
New
$1.12M - $1.12M
22.3K $1.12M
Apr 11, 2023 Q1 2023
Parisi Gray Wealth Management

BUY
 -
21.4K
New
$1.07M - $1.08M
21.4K $1.08M
Apr 26, 2023 Q1 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
21.2K
New
$1.06M - $1.07M
21.2K $1.07M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
21K
+ 124.23%
$1.05M - $1.06M
37.9K $1.91M
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
20.2K
New
$1.01M - $1.02M
20.2K $1.02M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
19.6K
+ 19.35%
$986K - $990K
121K $6.1M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
19.1K
New
$961K - $965K
19.1K $963K
Apr 20, 2023 Q1 2023
Mc Guire Investment Group, LLC

BUY
 -
18.8K
+ 9.05%
$942K - $945K
226K $11.4M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
18.7K
+ 18.76%
$938K - $942K
118K $5.96M
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
17.9K
+ 310.47%
$899K - $903K
23.7K $1.19M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
17.6K
New
$883K - $886K
17.6K $885K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
17K
New
$855K - $858K
17K $857K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
16.9K
+ 52.36%
$850K - $853K
49.3K $2.48M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
16.6K
+ 9.22%
$833K - $837K
197K $9.9M
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
16.2K
New
$812K - $815K
16.2K $814K
Dec 05, 2023 Q1 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
15.2K
New
$764K - $767K
15.2K $766K
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
14.9K
+ 10.99%
$747K - $750K
150K $7.56M
May 08, 2023 Q1 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
14.8K
New
$743K - $746K
14.8K $745K
May 08, 2023 Q1 2023
Capital Management Corp

BUY
 -
14.6K
+ 24.68%
$731K - $734K
73.5K $3.7M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
14.1K
+ 279.08%
$710K - $713K
19.2K $967K
May 15, 2023 Q1 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
13.9K
+ 62.68%
$700K - $703K
36.2K $1.82M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
13.9K
+ 256.67%
$699K - $701K
19.3K $973K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
13.8K
+ 12.88%
$693K - $696K
121K $6.09M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
13.8K
+ 46.02%
$693K - $696K
43.8K $2.21M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
13.6K
New
$685K - $688K
13.6K $687K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
13.6K
New
$684K - $686K
13.6K $685K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
12.6K
+ 14.45%
$630K - $633K
99.4K $5M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
12K
+ 9409.45%
$600K - $602K
12.1K $608K
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
11.1K
New
$556K - $558K
11.1K $557K
Apr 17, 2023 Q1 2023
Fortune 45 LLC

BUY
 -
10.6K
+ 8.18%
$534K - $537K
141K $7.08M

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