Purchases and Sales Made in Q2 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 2023. 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 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9M+ 224.35% |
$597M - $600M
|
17.2M
$867M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.25MNew |
$364M - $366M
|
7.25M
$366M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.2M+ 2042.33% |
$261M - $263M
|
5.45M
$275M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.08M+ 59.27% |
$105M - $105M
|
5.6M
$283M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
1.2MNew |
$60.4M - $60.7M
|
1.2M
$60.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
986KNew |
$49.5M - $49.8M
|
986K
$49.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
937K+ 44.61% |
$47M - $47.3M
|
3.04M
$153M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
912K+ 10.36% |
$45.8M - $46.1M
|
9.72M
$490M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
865K+ 62.57% |
$43.4M - $43.7M
|
2.25M
$113M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
779KNew |
$39.1M - $39.3M
|
779K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
746K+ 54.49% |
$37.5M - $37.7M
|
2.12M
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
602K+ 220.39% |
$30.2M - $30.4M
|
875K
$44.2M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
504K+ 1500.08% |
$25.3M - $25.4M
|
537K
$27.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
340KNew |
$17.1M - $17.2M
|
340K
$17.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
303KNew |
$15.2M - $15.3M
|
303K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
296K+ 72.13% |
$14.9M - $15M
|
707K
$35.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
283K+ 43.49% |
$14.2M - $14.3M
|
934K
$47.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
283KNew |
$14.2M - $14.3M
|
283K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
280K+ 98.5% |
$14M - $14.1M
|
563K
$28.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
277K+ 81.41% |
$13.9M - $14M
|
618K
$31.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
261K+ 434.87% |
$13.1M - $13.2M
|
321K
$16.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
245KNew |
$12.3M - $12.4M
|
245K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
241K+ 340.97% |
$12.1M - $12.2M
|
311K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
222K+ 16.96% |
$11.1M - $11.2M
|
1.53M
$77.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
207K+ 18.0% |
$10.4M - $10.4M
|
1.35M
$68.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
194K+ 35.56% |
$9.75M - $9.8M
|
740K
$37.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
192KNew |
$9.66M - $9.71M
|
192K
$9.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
184K+ 337.23% |
$9.23M - $9.28M
|
238K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182K+ 32.61% |
$9.16M - $9.21M
|
742K
$37.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
158K+ 14.44% |
$7.92M - $7.96M
|
1.25M
$63M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 3.45% |
$7.43M - $7.47M
|
4.44M
$224M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
145KNew |
$7.3M - $7.34M
|
145K
$7.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
145K+ 14.55% |
$7.28M - $7.32M
|
1.14M
$57.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
143K+ 124.84% |
$7.17M - $7.2M
|
257K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141K+ 24.09% |
$7.08M - $7.12M
|
726K
$36.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
138K+ 11.39% |
$6.94M - $6.98M
|
1.35M
$68.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
136K+ 79.57% |
$6.86M - $6.89M
|
308K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
133KNew |
$6.69M - $6.72M
|
133K
$6.71M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
133K+ 100.9% |
$6.68M - $6.72M
|
265K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
131K+ 1.71% |
$6.6M - $6.63M
|
7.83M
$395M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
130K+ 177.86% |
$6.54M - $6.58M
|
203K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
118K+ 383.87% |
$5.91M - $5.94M
|
148K
$7.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
111K+ 18.52% |
$5.6M - $5.63M
|
713K
$36M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109K+ 20.82% |
$5.49M - $5.52M
|
635K
$32M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
92.4K+ 1.21% |
$4.64M - $4.67M
|
7.7M
$389M
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
88.4K+ 11.77% |
$4.44M - $4.46M
|
839K
$42.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
84.1K+ 29.22% |
$4.22M - $4.24M
|
372K
$18.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82.9K+ 47.95% |
$4.16M - $4.19M
|
256K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
81.8K+ 86.38% |
$4.11M - $4.13M
|
176K
$8.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80.9K+ 37.74% |
$4.06M - $4.09M
|
295K
$14.9M
|