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 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
607New |
$30.5K - $30.6K
|
607
$30.6K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
603+ 0.63% |
$30.3K - $30.4K
|
95.7K
$4.82M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
567New |
$28.5K - $28.6K
|
567
$28.5K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
555+ 13.32% |
$27.9K - $28K
|
4.72K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
535+ 12.49% |
$26.9K - $27K
|
4.82K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
491+ 7.16% |
$24.7K - $24.8K
|
7.34K
$370K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
471+ 21.31% |
$23.7K - $23.8K
|
2.68K
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
341+ 0.11% |
$17.1K - $17.2K
|
323K
$16.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
308+ 39.74% |
$15.5K - $15.5K
|
1.08K
$54.5K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
289+ 0.64% |
$14.5K - $14.6K
|
45.6K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
241+ 4.1% |
$12.1K - $12.2K
|
6.12K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
227+ 0.88% |
$11.4K - $11.5K
|
26K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
223+ 0.49% |
$11.2K - $11.3K
|
46.1K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
195+ 0.44% |
$9.79K - $9.84K
|
44.5K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
180+ 1.34% |
$9.04K - $9.08K
|
13.6K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
163New |
$8.19K - $8.22K
|
163
$8.21K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
141New |
$7.08K - $7.11K
|
141
$7.1K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
122+ 1.34% |
$6.13K - $6.16K
|
9.23K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
114+ 44.19% |
$5.73K - $5.75K
|
372
$18.7K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
111+ 47.44% |
$5.58K - $5.6K
|
345
$17.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91+ 7.84% |
$4.57K - $4.59K
|
1.25K
$63K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
83+ 0.42% |
$4.17K - $4.19K
|
19.7K
$990K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
76+ 0.94% |
$3.82K - $3.83K
|
8.12K
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
69New |
$3.47K - $3.48K
|
69
$3.47K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
57New |
$2.86K - $2.88K
|
57
$2.87K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
42+ 0.43% |
$2.11K - $2.12K
|
9.7K
$488K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
41+ 0.45% |
$2.06K - $2.07K
|
9.18K
$462K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
38New |
$1.91K - $1.92K
|
38
$1.91K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$1.81K - $1.82K
|
36
$1.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33+ 0.56% |
$1.66K - $1.67K
|
5.95K
$299K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.09% |
$1K - $1.01K
|
22.7K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 3.56% |
$854 - $858
|
495
$24.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$854 - $858
|
17
$856
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$753 - $757
|
15
$755
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.91% |
$703 - $706
|
1.55K
$78K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.09% |
$502 - $505
|
11.7K
$588K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4+ 0.01% |
$201 - $202
|
66.7K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.73% |
$100 - $101
|
276
$13.9K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 2.59% |
$251 - $252
|
188
$9.46K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-7- 0.09% |
$352 - $353
|
7.9K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8- 0.08% |
$402 - $404
|
10.3K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-19- 0.3% |
$954 - $959
|
6.37K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-19- 0.15% |
$954 - $959
|
12.6K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 0.27% |
$1.76K - $1.77K
|
12.9K
$650K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 44.3% |
$1.76K - $1.77K
|
44
$2.21K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-45- 0.35% |
$2.26K - $2.27K
|
12.8K
$644K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-74- 0.75% |
$3.72K - $3.73K
|
9.81K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 1.58% |
$5.02K - $5.05K
|
6.21K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-104- 0.12% |
$5.22K - $5.25K
|
84.1K
$4.23M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-118- 42.6% |
$5.93K - $5.95K
|
159
$8K
|