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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.4K+ 42.02% |
$723K - $726K
|
48.6K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
14.3K+ 8.59% |
$720K - $723K
|
181K
$9.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
13.6K+ 28.21% |
$683K - $686K
|
61.8K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.5K+ 28.24% |
$677K - $680K
|
61.2K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12.9KNew |
$650K - $653K
|
12.9K
$651K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
12.9K+ 141.68% |
$650K - $653K
|
22.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.8K+ 128.0% |
$643K - $646K
|
22.8K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.6K+ 7.28% |
$632K - $635K
|
185K
$9.33M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.6K+ 266.96% |
$630K - $633K
|
17.3K
$868K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.4K+ 1.52% |
$623K - $626K
|
826K
$41.6M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
11.8K+ 368.85% |
$595K - $597K
|
15.1K
$758K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
11.6K+ 5.74% |
$583K - $586K
|
214K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.4K+ 3.28% |
$571K - $574K
|
358K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.3K+ 207.26% |
$569K - $572K
|
16.8K
$846K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
11.3KNew |
$568K - $570K
|
11.3K
$569K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 41.71% |
$565K - $568K
|
38.2K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11K+ 41.61% |
$555K - $557K
|
37.6K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11K+ 15.89% |
$553K - $555K
|
80.3K
$4.04M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.9K+ 28.12% |
$547K - $550K
|
49.6K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.6KNew |
$535K - $537K
|
10.6K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.6KNew |
$530K - $533K
|
10.6K
$531K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.4KNew |
$522K - $524K
|
10.4K
$523K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.3KNew |
$515K - $518K
|
10.3K
$517K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10K+ 1.59% |
$503K - $505K
|
640K
$32.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9.91K+ 25.21% |
$498K - $500K
|
49.2K
$2.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.3K+ 44.95% |
$467K - $469K
|
30K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
8.83K+ 22.6% |
$444K - $446K
|
47.9K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
8.7KNew |
$437K - $439K
|
8.7K
$438K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.6K+ 3.95% |
$432K - $434K
|
226K
$11.4M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8.42K+ 84.88% |
$423K - $425K
|
18.3K
$923K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
8.18K+ 2.35% |
$411K - $413K
|
356K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.87K+ 4.29% |
$395K - $397K
|
191K
$9.64M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.54K+ 79.67% |
$378K - $380K
|
17K
$855K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.35K+ 17.25% |
$369K - $371K
|
50K
$2.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.25KNew |
$364K - $366K
|
7.25K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7KNew |
$351K - $353K
|
7K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.8K+ 10.84% |
$341K - $343K
|
69.5K
$3.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.78K+ 11.12% |
$340K - $342K
|
67.7K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
6.5KNew |
$326K - $328K
|
6.5K
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.42KNew |
$322K - $324K
|
6.42K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.49KNew |
$276K - $277K
|
5.49K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.43K+ 94.8% |
$273K - $274K
|
11.2K
$562K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.39K+ 11.93% |
$271K - $272K
|
50.5K
$2.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.26KNew |
$264K - $265K
|
5.26K
$265K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.2KNew |
$261K - $262K
|
5.2K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.13K+ 424.34% |
$257K - $259K
|
6.33K
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.1K+ 3.03% |
$256K - $257K
|
173K
$8.71M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5K+ 2.3% |
$251K - $253K
|
223K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5K+ 7.0% |
$251K - $252K
|
76.4K
$3.84M
|