Purchases and Sales Made in Q2 2022 in Wisdomtree Floating Rate Treas (USFR)

USFR Quotes by TradingView

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 10, 2022 Q2 2022
Covestor LTD

Boston, MA
BUY
 -
429
New
$21.6K - $21.6K
429 $21.6K
Aug 12, 2022 Q2 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
417
New
$21K - $21K
417 $21K
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
398
New
$20K - $20.1K
398 $20.1K
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
365
New
$18.3K - $18.4K
365 $18.4K
Jul 20, 2022 Q2 2022
Peterson Financial Group, Inc.

BUY
 -
361
+ 4.6%
$18.1K - $18.2K
8.22K $414K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

BUY
 -
287
New
$14.4K - $14.5K
287 $14.5K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
265
New
$13.3K - $13.4K
265 $13.4K
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
202
New
$10.2K - $10.2K
202 $10.2K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
199
New
$10K - $10K
199 $10K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
136
+ 1.05%
$6.84K - $6.85K
13K $657K
Aug 03, 2022 Q2 2022
Gould Capital, LLC

BUY
 -
28
New
$1.41K - $1.41K
28 $1.41K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
24
+ 21.82%
$1.21K - $1.21K
134 $6.75K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
14
New
$704 - $705
14 $706
Jan 11, 2023 Q2 2022
Asb Consultores, LLC

Aventura, FL
BUY
 -
7
+ 0.15%
$352 - $353
4.59K $231K
Jul 12, 2022 Q2 2022
Verity Wealth Advisors

BUY
 -
5
+ 0.06%
$251 - $252
8.94K $450K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3
+ 0.03%
$151 - $151
9.3K $469K
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

BUY
 -
3
+ 0.03%
$151 - $151
11.7K $590K
Aug 16, 2022 Q2 2022
All Square Wealth Management LLC

Albany, NY
SELL
 -
0
Closed
$0 - $0
0 $0
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2022 Q2 2022
Mcf Advisors LLC

Covington, KY
SELL
 -
-8
- 42.11%
$402 - $403
11 $554
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-48
- 0.26%
$2.41K - $2.42K
18.7K $942K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-51
- 4.42%
$2.56K - $2.57K
1.1K $55.5K
Aug 04, 2022 Q2 2022
Patron Partners, LLC

SELL
 -
-77
- 0.24%
$3.87K - $3.88K
32.7K $1.65M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-111
- 1.23%
$5.58K - $5.59K
8.89K $448K
Aug 03, 2022 Q2 2022
Columbia Advisory Partners LLC

SELL
 -
-305
- 2.48%
$15.3K - $15.4K
12K $605K
Aug 11, 2022 Q2 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-348
- 3.38%
$17.5K - $17.5K
9.95K $501K
Jul 22, 2022 Q2 2022
Savant Capital, LLC

SELL
 -
-415
- 3.02%
$20.9K - $20.9K
13.3K $673K
Jul 12, 2022 Q2 2022
Transcend Capital Advisors, LLC

SELL
 -
-452
- 0.41%
$22.7K - $22.8K
109K $5.48M
Aug 15, 2022 Q2 2022
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-496
- 3.53%
$24.9K - $25K
13.5K $682K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-521
- 0.14%
$26.2K - $26.3K
381K $19.2M
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-595
Closed
$29.9K - $30K
0 $0
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

SELL
 -
-2.09K
- 23.69%
$105K - $105K
6.72K $339K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-2.19K
- 7.47%
$110K - $111K
27.2K $1.37M
Jul 26, 2022 Q2 2022
Cypress Capital Group

SELL
 -
-2.4K
- 18.89%
$121K - $121K
10.3K $519K
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-2.96K
- 2.17%
$149K - $149K
134K $6.74M
Jul 27, 2022 Q2 2022
Barry Investment Advisors, LLC

SELL
 -
-2.98K
- 24.78%
$150K - $150K
9.05K $456K
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-3.34K
Closed
$168K - $168K
0 $0
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

SELL
 -
-4.21K
Closed
$212K - $212K
0 $0
Aug 05, 2022 Q2 2022
Interchange Capital Partners, LLC

SELL
 -
-4.43K
Closed
$223K - $223K
0 $0
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-4.53K
- 27.41%
$227K - $228K
12K $604K
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-4.85K
- 46.83%
$244K - $244K
5.5K $277K
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-4.85K
- 46.83%
$244K - $244K
5.5K $277K
Aug 15, 2022 Q2 2022
Fure Financial Corp

Bloomington, MN
SELL
 -
-5.41K
- 11.18%
$272K - $273K
43K $2.17M
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-5.66K
Closed
$285K - $285K
0 $0
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-6.1K
- 16.69%
$307K - $307K
30.5K $1.53M
Aug 10, 2022 Q2 2022
Vicus Capital

State College, PA
SELL
 -
-8.02K
- 43.61%
$403K - $404K
10.4K $522K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-9.74K
- 4.56%
$489K - $491K
204K $10.3M
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-12K
- 98.95%
$601K - $602K
127 $6.4K
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-13.6K
Closed
$684K - $686K
0 $0

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