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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
52.1K+ 32.25% |
$2.62M - $2.63M
|
213K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
51.7K+ 10.27% |
$2.6M - $2.61M
|
555K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
49.9K+ 4.98% |
$2.51M - $2.52M
|
1.05M
$53M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
49.6KNew |
$2.5M - $2.51M
|
49.6K
$2.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
47.1K+ 43.37% |
$2.37M - $2.38M
|
156K
$7.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
46.1K+ 24.23% |
$2.32M - $2.33M
|
237K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
45.9K+ 91.76% |
$2.31M - $2.32M
|
95.8K
$4.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
45.6K+ 5.16% |
$2.29M - $2.3M
|
929K
$46.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
44.4KNew |
$2.23M - $2.24M
|
44.4K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
43.2KNew |
$2.17M - $2.18M
|
43.2K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
42.9K+ 16.51% |
$2.16M - $2.17M
|
303K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
41.7K+ 81.0% |
$2.1M - $2.11M
|
93.2K
$4.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
41K+ 11.13% |
$2.06M - $2.07M
|
409K
$20.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
40.3KNew |
$2.02M - $2.03M
|
40.3K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
40.2KNew |
$2.02M - $2.03M
|
40.2K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.8K+ 16.02% |
$1.95M - $1.96M
|
281K
$14.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.7KNew |
$1.95M - $1.96M
|
38.7K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
38.3K+ 117.34% |
$1.92M - $1.93M
|
70.9K
$3.58M
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
35.7K+ 6.95% |
$1.79M - $1.8M
|
549K
$27.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.5K+ 1.86% |
$1.79M - $1.8M
|
1.94M
$98.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
34.4K+ 2.46% |
$1.73M - $1.74M
|
1.43M
$72.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
34.4K+ 15.95% |
$1.73M - $1.74M
|
250K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
34.2KNew |
$1.72M - $1.73M
|
34.2K
$1.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
33.4K+ 11.58% |
$1.68M - $1.69M
|
322K
$16.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
31.9K+ 6.48% |
$1.6M - $1.61M
|
524K
$26.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
31.6K+ 3.94% |
$1.59M - $1.6M
|
835K
$42.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
31.5K+ 1.93% |
$1.58M - $1.59M
|
1.66M
$83.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
30.9K+ 12.03% |
$1.55M - $1.56M
|
288K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
28.5KNew |
$1.43M - $1.44M
|
28.5K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.2K+ 9.58% |
$1.42M - $1.42M
|
322K
$16.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
28.1K+ 384.06% |
$1.41M - $1.42M
|
35.4K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.9K+ 11.16% |
$1.4M - $1.41M
|
278K
$14M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.6KNew |
$1.39M - $1.4M
|
27.6K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.5K+ 3.33% |
$1.38M - $1.39M
|
854K
$43.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
27.5KNew |
$1.38M - $1.39M
|
27.5K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.7KNew |
$1.29M - $1.3M
|
25.7K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
24.9KNew |
$1.25M - $1.26M
|
24.9K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.22M - $1.23M
|
24.3K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
24.2KNew |
$1.22M - $1.22M
|
24.2K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
24.1K+ 17.67% |
$1.21M - $1.22M
|
161K
$8.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
24K+ 7.29% |
$1.2M - $1.21M
|
353K
$17.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
23.7KNew |
$1.19M - $1.2M
|
23.7K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.1K+ 26.55% |
$1.11M - $1.12M
|
105K
$5.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
21.7K+ 9.59% |
$1.09M - $1.1M
|
248K
$12.5M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
20.5K+ 10.03% |
$1.03M - $1.04M
|
225K
$11.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
19.2K+ 4.25% |
$967K - $972K
|
472K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19.2K+ 79.87% |
$967K - $971K
|
43.3K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
19.1K+ 5.69% |
$962K - $966K
|
355K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19KNew |
$958K - $962K
|
19K
$961K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18.5K+ 6.03% |
$932K - $936K
|
326K
$16.4M
|