Purchases and Sales Made in Q2 2024 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q2 2024. 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 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.67M+ 20.3% |
$134M - $135M
|
15.8M
$800M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
945K+ 49.86% |
$47.5M - $47.7M
|
2.84M
$143M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
883K+ 455164.44% |
$44.4M - $44.6M
|
883K
$44.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
727K+ 36.71% |
$36.6M - $36.7M
|
2.71M
$137M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
566K+ 314.6% |
$28.4M - $28.6M
|
746K
$37.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551K+ 58.67% |
$27.7M - $27.8M
|
1.49M
$75.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
526KNew |
$26.5M - $26.6M
|
526K
$26.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
499KNew |
$25.1M - $25.2M
|
499K
$25.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
490KNew |
$24.6M - $24.8M
|
490K
$24.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
437K+ 732.25% |
$22M - $22.1M
|
497K
$25.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
364K+ 46.61% |
$18.3M - $18.4M
|
1.15M
$57.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
360K+ 64.04% |
$18.1M - $18.2M
|
922K
$46.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
323K+ 13.9% |
$16.2M - $16.3M
|
2.65M
$134M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
318K+ 403.0% |
$16M - $16.1M
|
398K
$20.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
281K+ 14.08% |
$14.1M - $14.2M
|
2.28M
$115M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
263K+ 3.31% |
$13.2M - $13.3M
|
8.19M
$413M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
225K+ 15.43% |
$11.3M - $11.3M
|
1.68M
$84.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
223KNew |
$11.2M - $11.3M
|
223K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
200K+ 1193.2% |
$10M - $10.1M
|
216K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
178K+ 54.54% |
$8.94M - $8.98M
|
504K
$25.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
167K+ 53.56% |
$8.38M - $8.42M
|
478K
$24.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
165K+ 135.79% |
$8.28M - $8.32M
|
286K
$14.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 11.92% |
$7.68M - $7.71M
|
1.43M
$72.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
149K+ 243.39% |
$7.49M - $7.52M
|
210K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
141K+ 79.32% |
$7.1M - $7.14M
|
319K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
137K+ 146.14% |
$6.91M - $6.94M
|
231K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
131K+ 9.77% |
$6.59M - $6.62M
|
1.47M
$74.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
130KNew |
$6.52M - $6.55M
|
130K
$6.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129K+ 5505.02% |
$6.5M - $6.54M
|
132K
$6.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
123KNew |
$6.16M - $6.19M
|
123K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
122K+ 2.64% |
$6.14M - $6.17M
|
4.74M
$239M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
113K+ 60.09% |
$5.66M - $5.69M
|
300K
$15.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
97.7K+ 11.82% |
$4.91M - $4.93M
|
924K
$46.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
95.8K+ 41.62% |
$4.82M - $4.84M
|
326K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
89.8K+ 103.32% |
$4.52M - $4.54M
|
177K
$8.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
85.7KNew |
$4.31M - $4.33M
|
85.7K
$4.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
81.9K+ 775.53% |
$4.12M - $4.14M
|
92.4K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
77.9K+ 14.77% |
$3.91M - $3.93M
|
605K
$30.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.6K+ 0.59% |
$3.85M - $3.87M
|
13.1M
$661M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
73.9K+ 3.02% |
$3.72M - $3.74M
|
2.52M
$127M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
72K+ 107.17% |
$3.62M - $3.64M
|
139K
$7.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
71.9K+ 88.46% |
$3.61M - $3.63M
|
153K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
71.8K+ 32.21% |
$3.61M - $3.63M
|
295K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
64.2K+ 118.25% |
$3.23M - $3.24M
|
118K
$5.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
58.1K+ 149.33% |
$2.92M - $2.94M
|
97.1K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56.6K+ 5560.51% |
$2.85M - $2.86M
|
57.6K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
56.4K+ 535.61% |
$2.84M - $2.85M
|
66.9K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
54.9K+ 5.64% |
$2.76M - $2.77M
|
1.03M
$51.9M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
54K+ 63.11% |
$2.72M - $2.73M
|
140K
$7.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
53.9K+ 25.39% |
$2.71M - $2.72M
|
266K
$13.4M
|