Purchases and Sales Made in Q1 2024 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q1 2024. 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 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
66.9K+ 22.58% |
$3.36M - $3.37M
|
363K
$18.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.3K+ 7.47% |
$3.23M - $3.25M
|
925K
$46.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.7K+ 25.24% |
$3.05M - $3.06M
|
301K
$15.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56.9K+ 8.82% |
$2.86M - $2.87M
|
702K
$35.4M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
56.1K+ 181.79% |
$2.82M - $2.83M
|
86.9K
$4.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
55.7K+ 27.7% |
$2.8M - $2.81M
|
257K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.3K+ 21.63% |
$2.78M - $2.79M
|
311K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
52.4K+ 59.48% |
$2.63M - $2.64M
|
140K
$7.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
51.5KNew |
$2.58M - $2.6M
|
51.5K
$2.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
49.7K+ 12.31% |
$2.49M - $2.51M
|
453K
$22.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46.2K+ 18.63% |
$2.32M - $2.33M
|
294K
$14.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
46.2K+ 40.41% |
$2.32M - $2.33M
|
160K
$8.09M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
45.3K+ 26.57% |
$2.27M - $2.29M
|
216K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
43.2K+ 86.95% |
$2.17M - $2.18M
|
93K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9K+ 104.97% |
$2M - $2.01M
|
77.9K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
39.5K+ 11.71% |
$1.98M - $1.99M
|
377K
$19M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
37.9K+ 3.73% |
$1.9M - $1.91M
|
1.05M
$53.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.9K+ 0.18% |
$1.9M - $1.91M
|
20.7M
$1.04B
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
37.2K+ 25.93% |
$1.87M - $1.88M
|
181K
$9.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
36.8K+ 17.48% |
$1.85M - $1.86M
|
248K
$12.5M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
36.3K+ 11.19% |
$1.82M - $1.83M
|
361K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.2K+ 16.61% |
$1.72M - $1.73M
|
240K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
34.1KNew |
$1.71M - $1.72M
|
34.1K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
33.7K+ 32.77% |
$1.69M - $1.7M
|
137K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.3K+ 5.78% |
$1.67M - $1.68M
|
610K
$30.8M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32.9K+ 9.8% |
$1.65M - $1.66M
|
368K
$18.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
30.4K+ 15.21% |
$1.53M - $1.53M
|
230K
$11.6M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
27.2K+ 5.08% |
$1.37M - $1.37M
|
562K
$28.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
25KNew |
$1.26M - $1.26M
|
25K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
24.7K+ 86.98% |
$1.24M - $1.24M
|
53K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.2K+ 59.57% |
$1.22M - $1.22M
|
64.8K
$3.27M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
24.1K+ 80.07% |
$1.21M - $1.22M
|
54.3K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.7K+ 65.6% |
$1.19M - $1.19M
|
59.7K
$3.01M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
21.1K+ 12.8% |
$1.06M - $1.07M
|
186K
$9.4M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 18.51% |
$1.06M - $1.06M
|
135K
$6.82M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1K+ 9.38% |
$1.01M - $1.01M
|
234K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.7K+ 10.66% |
$990K - $994K
|
204K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19.5K+ 12.19% |
$979K - $984K
|
179K
$9.05M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
19.1KNew |
$959K - $964K
|
19.1K
$964K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.4KNew |
$924K - $928K
|
18.4K
$928K
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
18K+ 11.61% |
$902K - $906K
|
173K
$8.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
17.9K+ 64.31% |
$901K - $905K
|
45.8K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
17.3KNew |
$870K - $874K
|
17.3K
$874K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17.2K+ 14.44% |
$863K - $867K
|
136K
$6.87M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.7KNew |
$840K - $844K
|
16.7K
$844K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.8KNew |
$794K - $798K
|
15.8K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.6K+ 232.77% |
$782K - $785K
|
22.2K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15.4KNew |
$775K - $778K
|
15.4K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15.4K+ 22.05% |
$772K - $776K
|
85.1K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.5KNew |
$728K - $732K
|
14.5K
$732K
|