Purchases and Sales Made in Q2 2022 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
236KNew |
$11.8M - $11.9M
|
236K
$11.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
225K+ 97.22% |
$11.3M - $11.3M
|
456K
$23M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
213K+ 166550.78% |
$10.7M - $10.7M
|
213K
$10.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
199KNew |
$10M - $10M
|
199K
$10M
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
197KNew |
$9.89M - $9.92M
|
197K
$9.92M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
188KNew |
$9.43M - $9.45M
|
188K
$9.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
186K+ 92.09% |
$9.35M - $9.37M
|
388K
$19.5M
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
182K+ 481.2% |
$9.12M - $9.15M
|
219K
$11M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
168KNew |
$8.44M - $8.46M
|
168K
$8.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 420.85% |
$7.88M - $7.9M
|
194K
$9.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
149KNew |
$7.51M - $7.53M
|
149K
$7.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
149K+ 101.72% |
$7.51M - $7.53M
|
296K
$14.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
146KNew |
$7.33M - $7.34M
|
146K
$7.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
142K+ 63.05% |
$7.13M - $7.15M
|
367K
$18.5M
|
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
133KNew |
$6.69M - $6.71M
|
133K
$6.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
130KNew |
$6.54M - $6.56M
|
130K
$6.56M
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
130K+ 116.81% |
$6.54M - $6.56M
|
242K
$12.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
128K+ 49.55% |
$6.41M - $6.43M
|
385K
$19.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
120KNew |
$6.06M - $6.07M
|
120K
$6.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
114K+ 430.76% |
$5.72M - $5.74M
|
140K
$7.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
111KNew |
$5.59M - $5.61M
|
111K
$5.61M
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
109KNew |
$5.49M - $5.51M
|
109K
$5.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107K+ 15.29% |
$5.4M - $5.41M
|
809K
$40.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
104KNew |
$5.21M - $5.22M
|
104K
$5.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
104KNew |
$5.2M - $5.22M
|
104K
$5.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
96.8KNew |
$4.87M - $4.88M
|
96.8K
$4.88M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
92K+ 2077.16% |
$4.62M - $4.63M
|
96.4K
$4.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88.5K+ 15885.28% |
$4.45M - $4.46M
|
89K
$4.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
86.4KNew |
$4.34M - $4.35M
|
86.4K
$4.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
85.9K+ 100.34% |
$4.32M - $4.33M
|
171K
$8.64M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
81.6K+ 539.64% |
$4.1M - $4.11M
|
96.8K
$4.88M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
79.5KNew |
$4M - $4.01M
|
79.5K
$4.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
78.7K+ 81.79% |
$3.96M - $3.97M
|
175K
$8.82M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
72.5K+ 5.22% |
$3.65M - $3.65M
|
1.46M
$73.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
72.1KNew |
$3.62M - $3.63M
|
72.1K
$3.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
69.6KNew |
$3.5M - $3.5M
|
69.6K
$3.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
69.2K+ 577.07% |
$3.48M - $3.49M
|
81.2K
$4.09M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
67.2KNew |
$3.38M - $3.39M
|
67.2K
$3.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
64.8K+ 17.39% |
$3.26M - $3.27M
|
438K
$22.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.2K+ 32.23% |
$3.23M - $3.23M
|
263K
$13.3M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
62.6KNew |
$3.15M - $3.15M
|
62.6K
$3.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
62K+ 27.84% |
$3.12M - $3.13M
|
285K
$14.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60.3KNew |
$3.03M - $3.04M
|
60.3K
$3.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
54.5K+ 715.95% |
$2.74M - $2.75M
|
62.1K
$3.13M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
52.4KNew |
$2.64M - $2.64M
|
52.4K
$2.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
52.2KNew |
$2.62M - $2.63M
|
52.2K
$2.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.9K+ 71.87% |
$2.56M - $2.56M
|
122K
$6.13M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
45.1KNew |
$2.27M - $2.27M
|
45.1K
$2.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
44.6K+ 31.04% |
$2.24M - $2.25M
|
188K
$9.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42.3K+ 446.58% |
$2.13M - $2.13M
|
51.8K
$2.61M
|