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 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
2.1K
+ 3.36%
$106K - $106K
64.6K $3.26M
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
2.03K
+ 1701.68%
$102K - $102K
2.14K $108K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.86K
+ 9.24%
$93.1K - $93.5K
21.9K $1.11M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.79K
New
$90K - $90.3K
1.79K $90.4K
Apr 18, 2023 Q1 2023
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
1.78K
+ 1.97%
$89.3K - $89.6K
92.1K $4.65M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.74K
+ 26.12%
$87.6K - $87.9K
8.42K $425K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
1.66K
+ 36.39%
$83.3K - $83.7K
6.22K $314K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.65K
New
$82.8K - $83.2K
1.65K $83.3K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.62K
+ 113.27%
$81.4K - $81.8K
3.05K $154K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.51K
+ 5.07%
$75.7K - $76K
31.2K $1.58M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.47K
+ 14.25%
$73.9K - $74.2K
11.8K $595K
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
1.46K
+ 26.91%
$73.4K - $73.6K
6.89K $348K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.44K
+ 11.15%
$72.1K - $72.3K
14.3K $722K
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.33K
+ 16.04%
$66.7K - $67K
9.61K $485K
May 04, 2023 Q1 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
1.24K
+ 21.05%
$62.3K - $62.5K
7.13K $360K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
1.14K
+ 11.01%
$57.2K - $57.5K
11.5K $580K
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
1.11K
+ 8.7%
$55.6K - $55.8K
13.8K $698K
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
914
+ 0.31%
$45.9K - $46.1K
300K $15.1M
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
900
New
$45.2K - $45.4K
900 $45.4K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
880
New
$44.2K - $44.4K
880 $44.4K
May 03, 2023 Q1 2023
Hallmark Capital Management Inc

BUY
 -
739
New
$37.1K - $37.3K
739 $37.3K
May 11, 2023 Q1 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
652
+ 2.4%
$32.7K - $32.9K
27.8K $1.4M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
606
New
$30.4K - $30.5K
606 $30.6K
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
587
+ 13.41%
$29.5K - $29.6K
4.96K $250K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
577
New
$29K - $29.1K
577 $29.1K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
518
+ 7.81%
$26K - $26.1K
7.15K $361K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
500
+ 17.27%
$25.1K - $25.2K
3.4K $171K
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
433
+ 4.47%
$21.7K - $21.8K
10.1K $511K
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
423
+ 0.47%
$21.2K - $21.3K
91.2K $4.6M
May 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
336
+ 0.29%
$16.9K - $16.9K
115K $5.81M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
320
+ 5.37%
$16.1K - $16.1K
6.28K $317K
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
312
+ 1.35%
$15.7K - $15.7K
23.5K $1.18M
Apr 27, 2023 Q1 2023
Smart Portfolios, LLC

Seattle, WA
BUY
 -
309
+ 0.29%
$15.5K - $15.6K
107K $5.4M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
275
+ 5.56%
$13.8K - $13.9K
5.22K $263K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
222
+ 7.3%
$11.1K - $11.2K
3.26K $165K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
217
New
$10.9K - $10.9K
217 $10.9K
Apr 21, 2023 Q1 2023
Legacy Wealth Asset Management, LLC

BUY
 -
214
+ 2.9%
$10.7K - $10.8K
7.6K $383K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
200
+ 4.07%
$10K - $10.1K
5.11K $258K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
120
+ 23.08%
$6.03K - $6.05K
640 $32.3K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
107
New
$5.37K - $5.39K
107 $5.4K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
100
New
$5.02K - $5.04K
100 $5.05K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
75
+ 1.42%
$3.77K - $3.78K
5.37K $271K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
70
New
$3.51K - $3.53K
70 $3.53K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
66
+ 20.5%
$3.31K - $3.33K
388 $19.6K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
58
+ 0.03%
$2.91K - $2.92K
214K $10.8M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
57
New
$2.86K - $2.87K
57 $2.88K
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
51
+ 0.93%
$2.56K - $2.57K
5.55K $280K
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
35
+ 0.28%
$1.76K - $1.76K
12.4K $623K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
35
+ 79.55%
$1.76K - $1.76K
79 $3.99K

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