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 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.93KNew |
$248K - $249K
|
4.93K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.92K+ 8.08% |
$247K - $248K
|
65.8K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.91K+ 17.72% |
$247K - $248K
|
32.6K
$1.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
4.91K+ 94.95% |
$246K - $248K
|
10.1K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.84K+ 2.65% |
$243K - $244K
|
187K
$9.45M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
4.76K+ 67.88% |
$239K - $240K
|
11.8K
$593K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.59K+ 22.13% |
$230K - $231K
|
25.3K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.58KNew |
$230K - $231K
|
4.58K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.4K+ 1.07% |
$221K - $222K
|
415K
$20.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.32K+ 56.2% |
$217K - $218K
|
12K
$606K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 1364.1% |
$214K - $215K
|
4.57K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.25K+ 62.9% |
$213K - $214K
|
11K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.15KNew |
$208K - $209K
|
4.15K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.13K+ 2.28% |
$208K - $209K
|
185K
$9.35M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.12K+ 35.25% |
$207K - $208K
|
15.8K
$798K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.61K+ 146.04% |
$181K - $182K
|
6.08K
$307K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.6K+ 160.36% |
$181K - $182K
|
5.85K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.43K+ 1.77% |
$172K - $173K
|
197K
$9.95M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
3.3K+ 4.35% |
$166K - $166K
|
79.1K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.06K+ 4.93% |
$154K - $155K
|
65.2K
$3.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3K+ 29.06% |
$151K - $152K
|
13.3K
$673K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.88K+ 57.55% |
$145K - $145K
|
7.88K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.79K+ 18.07% |
$140K - $141K
|
18.2K
$919K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.65K+ 41.77% |
$133K - $134K
|
8.99K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.61K+ 5.43% |
$131K - $132K
|
50.7K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.54K+ 0.78% |
$128K - $128K
|
329K
$16.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.51K+ 6.56% |
$126K - $126K
|
40.7K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.35KNew |
$118K - $119K
|
2.35K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.25K+ 35.08% |
$113K - $114K
|
8.68K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.24K+ 2.44% |
$112K - $113K
|
94K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.05K+ 10.68% |
$103K - $103K
|
21.2K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.94K+ 20.12% |
$97.3K - $97.7K
|
11.6K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.93K+ 5.89% |
$96.7K - $97.2K
|
34.6K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 30.99% |
$88.8K - $89.2K
|
7.47K
$377K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.73KNew |
$86.6K - $87K
|
1.73K
$87K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.66K+ 0.88% |
$83.3K - $83.7K
|
190K
$9.61M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.64K+ 11.61% |
$82.2K - $82.6K
|
15.7K
$794K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.43K+ 93.2% |
$71.6K - $71.9K
|
2.95K
$149K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.31K+ 6.12% |
$65.9K - $66.2K
|
22.8K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.31K+ 3.31% |
$65.6K - $65.9K
|
40.8K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.18K+ 3.23% |
$59.2K - $59.5K
|
37.7K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1.08K+ 4.74% |
$54.1K - $54.3K
|
23.8K
$1.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.04K+ 7400.0% |
$52K - $52.3K
|
1.05K
$53K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03KNew |
$51.5K - $51.7K
|
1.03K
$51.7K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.02KNew |
$51.1K - $51.4K
|
1.02K
$51.4K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
991+ 6.56% |
$49.8K - $50K
|
16.1K
$812K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
955+ 3.36% |
$48K - $48.2K
|
29.4K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
900+ 6.8% |
$45.2K - $45.4K
|
14.1K
$714K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
875+ 10.58% |
$44K - $44.2K
|
9.15K
$462K
|