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 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
33+ 0.37% |
$1.66K - $1.66K
|
9.02K
$455K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.75% |
$100 - $101
|
269
$13.6K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.12% |
$653 - $655
|
11K
$557K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-22Closed |
$1.1K - $1.11K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 7.76% |
$1.66K - $1.66K
|
392
$19.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-40- 1.32% |
$2.01K - $2.02K
|
2.98K
$150K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-42- 42.42% |
$2.11K - $2.12K
|
57
$2.88K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-58- 0.57% |
$2.91K - $2.92K
|
10.1K
$510K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-124- 1.15% |
$6.23K - $6.25K
|
10.6K
$536K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-185- 1.63% |
$9.29K - $9.33K
|
11.1K
$563K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-199- 7.11% |
$9.99K - $10K
|
2.6K
$131K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-218- 0.49% |
$10.9K - $11K
|
44.6K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-235- 0.14% |
$11.8K - $11.8K
|
163K
$8.24M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-278- 4.36% |
$14K - $14K
|
6.1K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-300- 1.78% |
$15.1K - $15.1K
|
16.6K
$836K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-377- 6.57% |
$18.9K - $19K
|
5.36K
$270K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-468- 5.78% |
$23.5K - $23.6K
|
7.62K
$385K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-494- 3.3% |
$24.8K - $24.9K
|
14.5K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-587- 0.91% |
$29.5K - $29.6K
|
63.6K
$3.21M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-761- 21.27% |
$38.2K - $38.4K
|
2.82K
$142K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-793- 2.52% |
$39.8K - $40K
|
30.6K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-797- 11.18% |
$40K - $40.2K
|
6.33K
$320K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-818- 0.72% |
$41.1K - $41.2K
|
113K
$5.71M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-842- 3.35% |
$42.3K - $42.4K
|
24.3K
$1.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-842- 1.71% |
$42.3K - $42.4K
|
48.3K
$2.44M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-866- 0.34% |
$43.5K - $43.7K
|
252K
$12.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-935- 3.02% |
$46.9K - $47.1K
|
30K
$1.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-974- 6.56% |
$48.9K - $49.1K
|
13.9K
$700K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-994- 4.21% |
$49.9K - $50.1K
|
22.6K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.07K- 16.44% |
$53.7K - $53.9K
|
5.44K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.22K- 17.73% |
$61.4K - $61.6K
|
5.67K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.39K- 23.14% |
$69.6K - $69.9K
|
4.61K
$233K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.43K- 20.83% |
$71.7K - $72K
|
5.43K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.46K- 11.68% |
$73.3K - $73.6K
|
11K
$557K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.49K- 16.4% |
$74.8K - $75.1K
|
7.6K
$383K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.64K- 3.36% |
$82.5K - $82.9K
|
47.3K
$2.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.65K- 7.96% |
$82.6K - $83K
|
19K
$960K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.74K- 20.71% |
$87.6K - $87.9K
|
6.68K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Titan Capital Management, LLC
|
SELL
|
- |
-1.97K- 0.68% |
$98.9K - $99.3K
|
287K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.12K- 5.3% |
$106K - $107K
|
37.8K
$1.91M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 25.11% |
$112K - $113K
|
6.68K
$337K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-2.24K- 2.96% |
$113K - $113K
|
73.6K
$3.71M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.39K- 1.6% |
$120K - $121K
|
147K
$7.4M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.68K- 0.31% |
$135K - $135K
|
852K
$43M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.74K- 4.11% |
$137K - $138K
|
63.8K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.06K- 6.09% |
$153K - $154K
|
47.2K
$2.38M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.19K- 70.98% |
$160K - $161K
|
1.3K
$65.8K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.2K- 39.97% |
$161K - $161K
|
4.81K
$243K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 98.31% |
$172K - $173K
|
59
$2.98K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.56K- 2.46% |
$179K - $180K
|
141K
$7.14M
|