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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.24KNew |
$314K - $315K
|
6.24K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.12K+ 24.19% |
$308K - $309K
|
31.4K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.08K+ 6.54% |
$306K - $307K
|
99.1K
$5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.95KNew |
$299K - $300K
|
5.95K
$300K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.91K+ 4.34% |
$297K - $299K
|
142K
$7.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.81K+ 34.16% |
$292K - $293K
|
22.8K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.6K+ 50.2% |
$282K - $283K
|
16.8K
$846K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.58K+ 26.28% |
$280K - $282K
|
26.8K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.57K+ 11.92% |
$280K - $281K
|
52.3K
$2.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.21K+ 2.81% |
$262K - $263K
|
191K
$9.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.01K+ 10.45% |
$252K - $253K
|
52.9K
$2.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.99KNew |
$251K - $252K
|
4.99K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.91KNew |
$247K - $248K
|
4.91K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.78K+ 117.05% |
$240K - $241K
|
8.86K
$447K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.42K+ 79.74% |
$222K - $223K
|
9.95K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.41KNew |
$222K - $223K
|
4.41K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.39K+ 9.57% |
$221K - $222K
|
50.2K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$220K - $221K
|
4.38K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.38K+ 2.29% |
$220K - $221K
|
196K
$9.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.37KNew |
$220K - $221K
|
4.37K
$221K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.23K+ 2595.71% |
$213K - $214K
|
4.39K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.17KNew |
$210K - $211K
|
4.17K
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.15K+ 4.33% |
$208K - $209K
|
99.8K
$5.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.11K+ 2.9% |
$207K - $208K
|
146K
$7.36M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.88K+ 1.28% |
$195K - $196K
|
306K
$15.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.73K+ 63.88% |
$188K - $189K
|
9.58K
$483K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.71K+ 20.4% |
$187K - $188K
|
21.9K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5KNew |
$176K - $177K
|
3.5K
$177K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.48K+ 4.09% |
$175K - $176K
|
88.6K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.31K+ 7.88% |
$167K - $167K
|
45.3K
$2.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.31K+ 8.62% |
$166K - $167K
|
41.7K
$2.11M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.22K+ 22.7% |
$162K - $163K
|
17.4K
$878K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.08K+ 26.64% |
$155K - $156K
|
14.6K
$739K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.08K+ 4.97% |
$155K - $155K
|
65K
$3.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.04K+ 16.47% |
$153K - $153K
|
21.5K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.74K+ 12.02% |
$138K - $138K
|
25.5K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.71KNew |
$136K - $137K
|
2.71K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.64K+ 24.84% |
$133K - $134K
|
13.3K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
2.3K+ 2.56% |
$116K - $116K
|
92.1K
$4.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.22K+ 5.8% |
$112K - $112K
|
40.6K
$2.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.19K+ 16.93% |
$110K - $111K
|
15.1K
$764K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.02K+ 1.09% |
$101K - $102K
|
187K
$9.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2K+ 19.45% |
$100K - $101K
|
12.3K
$619K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.97K+ 6.7% |
$98.9K - $99.4K
|
31.3K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.95K+ 7.49% |
$98.1K - $98.6K
|
28K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.93KNew |
$97.1K - $97.6K
|
1.93K
$97.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.88K+ 21.66% |
$94.5K - $94.9K
|
10.6K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.87K+ 1.21% |
$94K - $94.4K
|
156K
$7.89M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
1.82K+ 2.29% |
$91.3K - $91.7K
|
80.9K
$4.08M
|