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 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.2KNew |
$2.07M - $2.08M
|
41.2K
$2.08M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
40.9KNew |
$2.06M - $2.06M
|
40.9K
$2.06M
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
39.6KNew |
$1.99M - $1.99M
|
39.6K
$2M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
38.6KNew |
$1.94M - $1.94M
|
38.6K
$1.94M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
38KNew |
$1.91M - $1.91M
|
38K
$1.91M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37KNew |
$1.86M - $1.87M
|
37K
$1.87M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35K+ 256.38% |
$1.76M - $1.76M
|
48.6K
$2.45M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.2KNew |
$1.62M - $1.62M
|
32.2K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.4K+ 262.0% |
$1.58M - $1.58M
|
43.4K
$2.19M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$1.57M - $1.57M
|
31.2K
$1.57M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
30.9K+ 3332.0% |
$1.55M - $1.56M
|
31.8K
$1.61M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.2KNew |
$1.52M - $1.52M
|
30.2K
$1.52M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30KNew |
$1.51M - $1.51M
|
30K
$1.51M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.8K+ 1440.3% |
$1.45M - $1.45M
|
30.8K
$1.55M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
28.5KNew |
$1.43M - $1.43M
|
28.5K
$1.43M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
27.4K+ 47.75% |
$1.38M - $1.38M
|
84.9K
$4.28M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27.1K+ 12.3% |
$1.36M - $1.37M
|
248K
$12.5M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.9KNew |
$1.35M - $1.36M
|
26.9K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
24.9KNew |
$1.25M - $1.25M
|
24.9K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.25M - $1.25M
|
24.8K
$1.25M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
24KNew |
$1.21M - $1.21M
|
24K
$1.21M
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
23.9KNew |
$1.2M - $1.2M
|
23.9K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.6K+ 250.74% |
$1.19M - $1.19M
|
33K
$1.66M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.6K+ 250.74% |
$1.19M - $1.19M
|
33K
$1.66M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
22.9KNew |
$1.15M - $1.15M
|
22.9K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.4KNew |
$1.13M - $1.13M
|
22.4K
$1.13M
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
20.9KNew |
$1.05M - $1.05M
|
20.9K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20.4K+ 587.88% |
$1.03M - $1.03M
|
23.9K
$1.2M
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
20KNew |
$1.01M - $1.01M
|
20K
$1.01M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
19.8KNew |
$995K - $997K
|
19.8K
$997K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.6KNew |
$983K - $985K
|
19.6K
$986K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
18.8KNew |
$945K - $947K
|
18.8K
$947K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.1K+ 75.34% |
$909K - $911K
|
42.1K
$2.12M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
18.1K+ 24.02% |
$909K - $911K
|
93.3K
$4.7M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.7KNew |
$840K - $842K
|
16.7K
$842K
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
16.2KNew |
$813K - $815K
|
16.2K
$815K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
15KNew |
$753K - $755K
|
15K
$755K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 2.44% |
$751K - $752K
|
627K
$31.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 53.42% |
$734K - $736K
|
42K
$2.11M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14KNew |
$702K - $704K
|
14K
$704K
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$668K - $670K
|
13.3K
$670K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.6KNew |
$634K - $635K
|
12.6K
$635K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.4KNew |
$624K - $625K
|
12.4K
$625K
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
12.1KNew |
$608K - $610K
|
12.1K
$610K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12KNew |
$603K - $604K
|
12K
$605K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.8K+ 24.46% |
$593K - $594K
|
60K
$3.02M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
10.6K+ 30.58% |
$534K - $535K
|
45.4K
$2.29M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 86.45% |
$529K - $530K
|
22.7K
$1.14M
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$517K - $518K
|
10.3K
$518K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.1KNew |
$508K - $509K
|
10.1K
$509K
|