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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.96KNew |
$501K - $502K
|
9.96K
$502K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.11K+ 6.48% |
$458K - $459K
|
150K
$7.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.75K+ 76.11% |
$440K - $441K
|
20.3K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.2KNew |
$412K - $413K
|
8.2K
$413K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.01KNew |
$402K - $403K
|
8.01K
$404K
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.93KNew |
$399K - $400K
|
7.93K
$400K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.67K+ 27.26% |
$386K - $387K
|
35.8K
$1.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.66KNew |
$385K - $386K
|
7.66K
$386K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.58KNew |
$381K - $382K
|
7.58K
$382K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.35KNew |
$370K - $371K
|
7.35K
$371K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.33KNew |
$368K - $369K
|
7.33K
$369K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.23K+ 47.4% |
$363K - $364K
|
22.5K
$1.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.19KNew |
$361K - $362K
|
7.19K
$362K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
6.97K+ 14.4% |
$351K - $351K
|
55.4K
$2.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.37KNew |
$320K - $321K
|
6.37K
$321K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.15KNew |
$309K - $310K
|
6.15K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
6.03KNew |
$303K - $304K
|
6.03K
$304K
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.97KNew |
$300K - $301K
|
5.97K
$301K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.69KNew |
$286K - $287K
|
5.69K
$287K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.58KNew |
$280K - $281K
|
5.58K
$281K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
5.57KNew |
$280K - $281K
|
5.57K
$281K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
4.84KNew |
$243K - $244K
|
4.84K
$244K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.73KNew |
$238K - $238K
|
4.73K
$238K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.57KNew |
$230K - $230K
|
4.57K
$230K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.56KNew |
$229K - $230K
|
4.56K
$230K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.54KNew |
$228K - $229K
|
4.54K
$229K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
4.47KNew |
$225K - $225K
|
4.47K
$225K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.01K+ 86.32% |
$202K - $202K
|
8.66K
$437K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.53K+ 2.01% |
$178K - $178K
|
180K
$9.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.46K+ 2.19% |
$174K - $174K
|
161K
$8.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.38KNew |
$170K - $170K
|
3.38K
$171K
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
3.3K+ 2.91% |
$166K - $166K
|
117K
$5.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.08KNew |
$155K - $155K
|
3.08K
$155K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.87KNew |
$144K - $145K
|
2.87K
$145K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.83KNew |
$142K - $143K
|
2.83K
$143K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.16K+ 5.89% |
$108K - $109K
|
38.7K
$1.95M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.95K+ 30.79% |
$97.9K - $98.2K
|
8.28K
$417K
|
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.57K+ 0.5% |
$79K - $79.2K
|
317K
$16M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51KNew |
$75.7K - $75.9K
|
1.51K
$75.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.32KNew |
$66.3K - $66.4K
|
1.32K
$66.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.29KNew |
$64.9K - $65.1K
|
1.29K
$65.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.19K+ 8.78% |
$59.7K - $59.9K
|
14.7K
$742K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.05K+ 9.07% |
$52.7K - $52.8K
|
12.6K
$635K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
875+ 6.16% |
$44K - $44.1K
|
15.1K
$760K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
849New |
$42.7K - $42.8K
|
849
$42.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
685+ 1.49% |
$34.4K - $34.5K
|
46.7K
$2.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
642+ 1.01% |
$32.3K - $32.4K
|
64.1K
$3.23M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
595New |
$29.9K - $30K
|
595
$30K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
500+ 166.67% |
$25.1K - $25.2K
|
800
$40.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
453New |
$22.8K - $22.8K
|
453
$22.8K
|