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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 5.58% |
$56.2K - $56.5K
|
21.2K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 0.91% |
$55.6K - $55.9K
|
122K
$6.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.06K+ 7.66% |
$53.3K - $53.6K
|
14.9K
$753K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
981+ 8.32% |
$49.3K - $49.5K
|
12.8K
$645K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
970+ 107.78% |
$48.7K - $49K
|
1.87K
$94.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
885+ 0.77% |
$44.5K - $44.7K
|
116K
$5.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
855+ 18.55% |
$42.9K - $43.2K
|
5.46K
$276K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
813+ 1.13% |
$40.8K - $41.1K
|
72.8K
$3.67M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
804+ 16.73% |
$40.4K - $40.6K
|
5.61K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
749+ 6.03% |
$37.6K - $37.8K
|
13.2K
$665K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
728New |
$36.6K - $36.8K
|
728
$36.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
719+ 43.58% |
$36.1K - $36.3K
|
2.37K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
692+ 0.18% |
$34.8K - $34.9K
|
392K
$19.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
665New |
$33.4K - $33.6K
|
665
$33.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
601New |
$30.2K - $30.4K
|
601
$30.3K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
588New |
$29.5K - $29.7K
|
588
$29.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
568+ 6.79% |
$28.5K - $28.7K
|
8.93K
$451K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
529+ 0.12% |
$26.6K - $26.7K
|
456K
$23M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
524+ 4.75% |
$26.3K - $26.5K
|
11.6K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
513+ 17.21% |
$25.8K - $25.9K
|
3.49K
$176K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
495+ 5.88% |
$24.9K - $25K
|
8.92K
$450K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
495+ 4.01% |
$24.9K - $25K
|
12.9K
$648K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
489+ 3.54% |
$24.6K - $24.7K
|
14.3K
$723K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
487+ 11.48% |
$24.5K - $24.6K
|
4.73K
$239K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
471+ 16.73% |
$23.7K - $23.8K
|
3.29K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
410+ 5.75% |
$20.6K - $20.7K
|
7.54K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.3K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
354+ 183.42% |
$17.8K - $17.9K
|
547
$27.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
301+ 0.63% |
$15.1K - $15.2K
|
47.8K
$2.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$13.4K - $13.4K
|
266
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
220+ 4.78% |
$11.1K - $11.1K
|
4.82K
$243K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
207New |
$10.4K - $10.5K
|
207
$10.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
206+ 0.69% |
$10.3K - $10.4K
|
29.9K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
184+ 1.73% |
$9.24K - $9.29K
|
10.8K
$545K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
170+ 1.12% |
$8.54K - $8.59K
|
15.4K
$776K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
144+ 1.25% |
$7.23K - $7.27K
|
11.6K
$587K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 1.94% |
$6.98K - $7.02K
|
7.29K
$368K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88New |
$4.42K - $4.44K
|
88
$4.44K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
85+ 1.35% |
$4.27K - $4.29K
|
6.36K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
66New |
$3.32K - $3.33K
|
66
$3.33K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
38+ 0.11% |
$1.91K - $1.92K
|
34K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
37+ 0.41% |
$1.86K - $1.87K
|
9.05K
$457K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
34+ 0.01% |
$1.71K - $1.72K
|
252K
$12.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$1.36K - $1.36K
|
27
$1.36K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$1K - $1.01K
|
20
$1.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19New |
$954 - $960
|
19
$959
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
17+ 0.17% |
$854 - $859
|
10.1K
$512K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13+ 0.17% |
$653 - $657
|
7.64K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.2% |
$452 - $455
|
4.4K
$222K
|