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
May 01, 2023 Q1 2023	Grant	BUY	-	10.6K New	$530K - $532K	10.6K $531K
Apr 26, 2023 Q1 2023	Ifg Advisory, LLC	BUY	-	10.4K + 28.71%	$523K - $525K	46.7K $2.35M
Apr 17, 2023 Q1 2023	Ronald Blue Trust, Inc. Brentwood, TN	BUY	-	10.3K + 384.29%	$516K - $518K	13K $652K
Jun 03, 2024 Q1 2023	Vontobel Holding Ltd.	BUY	-	9.96K New	$500K - $502K	9.96K $501K
Apr 14, 2023 Q1 2023	Sharper & Granite LLC El Segundo, CA	BUY	-	9.88K + 16.97%	$496K - $498K	68.1K $3.43M
Apr 04, 2023 Q1 2023	Authentikos Wealth Advisory, LLC Morgan Hill, CA	BUY	-	9.7K New	$487K - $489K	9.7K $488K
May 15, 2023 Q1 2023	Continuum Wealth Advisors, LLC Saratoga Springs, NY	BUY	-	9.67K + 3.41%	$486K - $488K	293K $14.8M
Nov 20, 2023 Q1 2023	Revisor Wealth Management LLC Akron, OH	BUY	-	9.66K + 92.87%	$485K - $487K	20.1K $1.01M
May 12, 2023 Q1 2023	Prospera Financial Services Inc	BUY	-	8.73K + 51.05%	$438K - $440K	25.8K $1.3M
May 12, 2023 Q1 2023	Moloney Securities Asset Management, LLC	BUY	-	8.39K New	$421K - $423K	8.39K $422K
May 02, 2023 Q1 2023	Great Valley Advisor Group, Inc.	BUY	-	8.19K New	$411K - $413K	8.19K $412K
May 05, 2023 Q1 2023	Silver Oak Securities, Inc Jackson, TN	BUY	-	8.04K + 4.48%	$404K - $405K	188K $9.44M
May 15, 2023 Q1 2023	Orion Portfolio Solutions, LLC	BUY	-	7.83K New	$393K - $395K	7.83K $394K
May 03, 2023 Q1 2023	Liberty Wealth Management LLC Oakland, CA	BUY	-	7.17K New	$360K - $361K	7.17K $361K
May 15, 2023 Q1 2023	Marshfield Associates Washington, DC	BUY	-	7.15K New	$359K - $360K	7.15K $360K
Apr 18, 2023 Q1 2023	Brookstone Capital Management	BUY	-	7.03K New	$353K - $354K	7.03K $354K
May 15, 2023 Q1 2023	Waterloo Capital, L.P. Austin, TX	BUY	-	6.39K New	$321K - $322K	6.39K $322K
May 10, 2023 Q1 2023	Atria Investments LLC Charlotte, NC	BUY	-	5.93K + 19.57%	$298K - $299K	36.2K $1.82M
Apr 12, 2023 Q1 2023	Private Trust CO Na	BUY	-	5.79K + 29.26%	$291K - $292K	25.6K $1.29M
May 09, 2023 Q1 2023	Laffer Tengler Investments Nashville, TN	BUY	-	5.39K New	$271K - $272K	5.39K $271K
Apr 10, 2023 Q1 2023	Thomasville National Bank	BUY	-	5.24K New	$263K - $264K	5.24K $264K
Apr 27, 2023 Q1 2023	Sawtooth Solutions, LLC	BUY	-	5.22K New	$262K - $263K	5.22K $263K
Apr 20, 2023 Q1 2023	Mba Advisors LLC Hermitage, PA	BUY	-	5.09K + 11.64%	$255K - $256K	48.8K $2.46M
Apr 11, 2023 Q1 2023	Weaver Consulting Group	BUY	-	5.04K New	$253K - $254K	5.04K $254K
May 01, 2023 Q1 2023	Headlands Technologies LLC Chicago, IL	BUY	-	4.8K New	$241K - $242K	4.8K $242K
May 04, 2023 Q1 2023	Moors & Cabot, Inc. Boston, MA	BUY	-	4.61K + 85.25%	$232K - $232K	10K $505K
Apr 28, 2023 Q1 2023	Van Hulzen Asset Management, LLC	BUY	-	4.6K New	$231K - $232K	4.6K $232K
Sep 06, 2023 Q1 2023	Strategic Financial Concepts, LLC San Antonio, TX	BUY	-	4.57K New	$230K - $231K	4.57K $230K
Apr 26, 2023 Q1 2023	Integrated Capital Management, Inc.	BUY	-	4.52K + 97.84%	$227K - $228K	9.14K $460K
Apr 25, 2023 Q1 2023	Foundations Investment Advisors, LLC	BUY	-	4.24K New	$213K - $214K	4.24K $214K
May 10, 2023 Q1 2023	Oppenheimer & CO Inc New York, NY	BUY	-	4.17K New	$209K - $210K	4.17K $210K
Apr 19, 2023 Q1 2023	Segment Wealth Management, LLC	BUY	-	4K + 6.5%	$201K - $202K	65.5K $3.3M
Apr 17, 2023 Q1 2023	First Heartland Consultants, Inc.	BUY	-	3.84K + 12.92%	$193K - $194K	33.6K $1.69M
May 08, 2023 Q1 2023	Madison Wealth Management Cincinnati, OH	BUY	-	3.66K + 0.84%	$184K - $185K	438K $22M
May 12, 2023 Q1 2023	Private Portfolio Partners LLC	BUY	-	3.63K + 26.18%	$182K - $183K	17.5K $882K
Apr 25, 2023 Q1 2023	James Investment Research Inc	BUY	-	3.51K New	$176K - $177K	3.51K $177K
May 12, 2023 Q1 2023	Sowell Financial Services LLC North Little Rock, AR	BUY	-	3.42K + 12.92%	$172K - $172K	29.9K $1.5M
May 09, 2023 Q1 2023	Vestmark Advisory Solutions, Inc.	BUY	-	3.39K + 5.24%	$170K - $171K	68K $3.42M
Apr 18, 2023 Q1 2023	Fiduciary Alliance LLC Greenville, SC	BUY	-	3.33K + 1.62%	$167K - $168K	210K $10.5M
May 10, 2023 Q1 2023	Register Financial Advisors LLC Atlanta, GA	BUY	-	3.2K + 269.16%	$161K - $161K	4.39K $221K
May 12, 2023 Q1 2023	Trek Financial, LLC Scottsdale, AZ	BUY	-	3.04K + 47.91%	$153K - $153K	9.38K $472K
May 02, 2023 Q1 2023	Vicus Capital State College, PA	BUY	-	2.86K + 22.99%	$144K - $144K	15.3K $770K
May 09, 2023 Q1 2023	Us Bancorp \De\	BUY	-	2.64K + 27.04%	$133K - $133K	12.4K $625K
Apr 12, 2023 Q1 2023	Matrix Trust CO	BUY	-	2.56K + 9.95%	$128K - $129K	28.2K $1.42M
May 13, 2024 Q1 2023	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	2.51K + 459.34%	$126K - $126K	3.05K $154K
May 05, 2023 Q1 2023	Bernardo Wealth Planning LLC	BUY	-	2.46K + 5.66%	$124K - $124K	46K $2.31M
May 15, 2023 Q1 2023	Castleview Partners, LLC Dallas, TX	BUY	-	2.45K + 10.78%	$123K - $124K	25.2K $1.27M
May 15, 2023 Q1 2023	Vista Investment Management Pittsburgh, PA	BUY	-	2.29K + 21.22%	$115K - $115K	13.1K $657K
Jul 18, 2023 Q1 2023	Integrated Investment Consultants, LLC	BUY	-	2.28K + 3.58%	$115K - $115K	66K $3.32M
Apr 18, 2023 Q1 2023	Financial Services Advisory Inc	BUY	-	2.11K + 1.08%	$106K - $106K	197K $9.94M

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Account

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

10.6K

10.4K

10.3K

9.96K

9.88K

9.7K

9.67K

9.66K

8.73K

8.39K

8.19K

8.04K

7.83K

7.17K

7.15K

7.03K

6.39K

5.93K

5.79K

5.39K

5.24K

5.22K

5.09K

5.04K

4.8K

4.61K

4.6K

4.57K

4.52K

4.24K

4.17K

4K

3.84K

3.66K

3.63K

3.51K

3.42K

3.39K

3.33K

3.2K

3.04K

2.86K

2.64K

2.56K

2.51K

2.46K

2.45K

2.29K

2.28K

2.11K

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