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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 45.74% |
$643K - $646K
|
15.2K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13K- 0.89% |
$653K - $656K
|
1.46M
$73.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 20.38% |
$670K - $673K
|
52.1K
$2.63M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-13.6K- 16.04% |
$686K - $689K
|
71.4K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-13.7K- 22.72% |
$690K - $693K
|
46.7K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-14.1K- 4.12% |
$709K - $712K
|
328K
$16.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-14.3K- 15.33% |
$718K - $721K
|
79K
$3.98M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14.7K- 50.94% |
$740K - $743K
|
14.2K
$716K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 43.18% |
$758K - $761K
|
19.8K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.8K- 29.09% |
$792K - $796K
|
38.4K
$1.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-16K- 82.55% |
$804K - $808K
|
3.39K
$171K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17K- 31.71% |
$854K - $858K
|
36.6K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-17.2K- 27.27% |
$864K - $868K
|
45.9K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-17.6K- 16.38% |
$884K - $888K
|
89.8K
$4.53M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-18.1K- 76.83% |
$908K - $912K
|
5.45K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-18.5K- 14.52% |
$928K - $932K
|
109K
$5.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-18.8K- 64.56% |
$945K - $949K
|
10.3K
$521K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18.8K- 76.5% |
$945K - $950K
|
5.78K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-19.1K- 18.79% |
$961K - $965K
|
82.7K
$4.17M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-19.6K- 5.98% |
$982K - $987K
|
307K
$15.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-20.1K- 25.34% |
$1.01M - $1.02M
|
59.3K
$2.99M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-20.4K- 11.56% |
$1.02M - $1.03M
|
156K
$7.87M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.5K- 34.12% |
$1.03M - $1.04M
|
39.6K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-22.5K- 11.61% |
$1.13M - $1.14M
|
171K
$8.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22.5K- 12.71% |
$1.13M - $1.14M
|
155K
$7.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22.9K- 24.62% |
$1.15M - $1.16M
|
70.1K
$3.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.3K- 67.54% |
$1.17M - $1.18M
|
11.2K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-23.8K- 11.73% |
$1.19M - $1.2M
|
179K
$9.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.8K- 8.39% |
$1.19M - $1.2M
|
260K
$13.1M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.2K- 9.88% |
$1.22M - $1.22M
|
221K
$11.2M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.4K- 38.69% |
$1.22M - $1.23M
|
38.6K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-24.9K- 42.69% |
$1.25M - $1.26M
|
33.5K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-25.3K- 41.84% |
$1.27M - $1.28M
|
35.1K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-26.8K- 13.28% |
$1.35M - $1.35M
|
175K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-27.2K- 13.08% |
$1.36M - $1.37M
|
180K
$9.11M
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-30.2K- 31.73% |
$1.52M - $1.52M
|
64.9K
$3.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.2K- 1.5% |
$1.52M - $1.52M
|
1.98M
$100M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-31.2K- 25.83% |
$1.57M - $1.57M
|
89.5K
$4.52M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.1K- 12.0% |
$1.71M - $1.72M
|
250K
$12.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-37.8K- 53.64% |
$1.9M - $1.91M
|
32.7K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40K- 13.69% |
$2.01M - $2.02M
|
252K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-40.2K- 36.67% |
$2.02M - $2.03M
|
69.4K
$3.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-40.6K- 22.71% |
$2.04M - $2.05M
|
138K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.1K- 7.24% |
$2.07M - $2.08M
|
527K
$26.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-43.2K- 77.05% |
$2.17M - $2.18M
|
12.9K
$650K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-44.1K- 10.54% |
$2.22M - $2.23M
|
375K
$18.9M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-45.1K- 22.83% |
$2.26M - $2.28M
|
152K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-45.7K- 5.24% |
$2.29M - $2.31M
|
826K
$41.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.7K- 71.68% |
$2.35M - $2.36M
|
18.4K
$931K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-47.1K- 3.21% |
$2.37M - $2.38M
|
1.42M
$71.6M
|