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 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.78K+ 12.71% |
$89.3K - $89.8K
|
15.8K
$795K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 15.96% |
$88.3K - $88.7K
|
12.8K
$644K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.53K+ 20.6% |
$76.8K - $77.1K
|
8.94K
$451K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.5K+ 6.06% |
$75.2K - $75.5K
|
26.2K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.41K+ 0.1% |
$71K - $71.3K
|
1.42M
$71.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.36K+ 3.71% |
$68.3K - $68.6K
|
38K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.28K+ 8.45% |
$64.5K - $64.8K
|
16.5K
$831K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 16.18% |
$64.1K - $64.4K
|
9.15K
$462K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.24K+ 46.18% |
$62.2K - $62.5K
|
3.92K
$198K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.21K+ 30.02% |
$60.8K - $61.1K
|
5.24K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16KNew |
$58.3K - $58.6K
|
1.16K
$58.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.15K+ 38.93% |
$57.8K - $58.1K
|
4.1K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.15K+ 7.28% |
$57.6K - $57.8K
|
16.9K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.13KNew |
$56.6K - $56.8K
|
1.13K
$56.8K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
1.06K+ 4.45% |
$53.3K - $53.6K
|
24.9K
$1.25M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
964+ 2.78% |
$48.5K - $48.7K
|
35.6K
$1.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
937+ 6.13% |
$47.1K - $47.3K
|
16.2K
$819K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
833+ 11.34% |
$41.9K - $42.1K
|
8.18K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
806+ 1.68% |
$40.5K - $40.7K
|
48.7K
$2.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
800New |
$40.2K - $40.4K
|
800
$40.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
525+ 3.86% |
$26.4K - $26.5K
|
14.1K
$713K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
522+ 2.35% |
$26.2K - $26.4K
|
22.8K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
498+ 1.46% |
$25K - $25.2K
|
34.6K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
488+ 3.1% |
$24.5K - $24.7K
|
16.2K
$818K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
437+ 8.31% |
$22K - $22.1K
|
5.7K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
430+ 3.04% |
$21.6K - $21.7K
|
14.6K
$735K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
428New |
$21.5K - $21.6K
|
428
$21.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
423+ 2.26% |
$21.3K - $21.4K
|
19.1K
$966K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
410+ 3.97% |
$20.6K - $20.7K
|
10.7K
$542K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
405+ 4.65% |
$20.4K - $20.5K
|
9.11K
$460K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
367+ 6.45% |
$18.5K - $18.5K
|
6.06K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
345+ 92.74% |
$17.3K - $17.4K
|
717
$36.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
334+ 3.65% |
$16.8K - $16.9K
|
9.48K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
315+ 2.68% |
$15.8K - $15.9K
|
12.1K
$609K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
284+ 3.02% |
$14.3K - $14.3K
|
9.7K
$489K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
283+ 0.4% |
$14.2K - $14.3K
|
70.4K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
266+ 1.35% |
$13.4K - $13.4K
|
19.9K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
258New |
$13K - $13K
|
258
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$10.1K - $10.1K
|
200
$10.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
173+ 15.97% |
$8.7K - $8.74K
|
1.26K
$63.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
161+ 3.18% |
$8.1K - $8.13K
|
5.22K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159New |
$7.99K - $8.03K
|
159
$8.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 784.21% |
$7.49K - $7.53K
|
168
$8.48K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
138+ 200.0% |
$6.94K - $6.97K
|
207
$10.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
137+ 1.36% |
$6.89K - $6.92K
|
10.2K
$515K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
133+ 0.35% |
$6.69K - $6.72K
|
37.8K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
126+ 1.36% |
$6.34K - $6.37K
|
9.36K
$472K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110+ 0.27% |
$5.53K - $5.56K
|
40.8K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
103+ 73.05% |
$5.18K - $5.2K
|
244
$12.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88+ 1.08% |
$4.42K - $4.45K
|
8.21K
$414K
|