Purchases and Sales Made in Q3 2022 in Wisdomtree Floating Rate Treas (USFR)

USFR Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q3 2022. 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
Oct 31, 2022 Q3 2022
Graypoint LLC

BUY
 -
15.8K
New
$794K - $796K
15.8K $795K
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
15.2K
+ 3.47%
$764K - $766K
453K $22.8M
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
15.1K
New
$758K - $760K
15.1K $760K
Oct 18, 2022 Q3 2022
Flynn Zito Capital Management, LLC

BUY
 -
14.8K
New
$746K - $748K
14.8K $747K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
14.4K
+ 2.14%
$723K - $725K
686K $34.5M
Nov 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
14.1K
New
$708K - $710K
14.1K $710K
Nov 14, 2022 Q3 2022
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
13.4K
New
$672K - $674K
13.4K $674K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
12.9K
+ 42.95%
$648K - $650K
42.9K $2.16M
Oct 13, 2022 Q3 2022
Mc Guire Investment Group, LLC

BUY
 -
12.8K
+ 7.15%
$645K - $647K
192K $9.69M
Oct 13, 2022 Q3 2022
Good Life Advisors, LLC

BUY
 -
12.6K
New
$631K - $633K
12.6K $633K
Nov 15, 2022 Q3 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
11.5K
+ 50.6%
$577K - $579K
34.2K $1.72M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
11.4K
New
$573K - $575K
11.4K $574K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.2K
New
$561K - $562K
11.2K $562K
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
11K
New
$554K - $555K
11K $555K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
11K
+ 6.41%
$552K - $554K
182K $9.18M
Oct 28, 2022 Q3 2022
Addison Advisors LLC

BUY
 -
10K
+ 18.06%
$503K - $504K
65.4K $3.29M
Oct 13, 2022 Q3 2022
Castle Rock Wealth Management, LLC

BUY
 -
10K
+ 100.0%
$502K - $504K
20K $1.01M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.79K
New
$492K - $493K
9.79K $493K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9.55K
+ 25.78%
$480K - $481K
46.6K $2.34M
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
9.13K
+ 22.15%
$459K - $460K
50.4K $2.54M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.04K
+ 3.05%
$454K - $455K
305K $15.4M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
8.91K
+ 18.31%
$447K - $449K
57.5K $2.9M
Oct 21, 2022 Q3 2022
Titan Capital Management, LLC

BUY
 -
8.48K
+ 2.88%
$426K - $427K
303K $15.3M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
8.08K
+ 49.94%
$406K - $407K
24.3K $1.22M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
7.63K
New
$383K - $384K
7.63K $384K
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
7.22K
New
$363K - $364K
7.22K $364K
Nov 10, 2022 Q3 2022
Sweet Financial Partners, LLC

BUY
 -
7.2K
+ 7.44%
$362K - $363K
104K $5.23M
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
6.84K
+ 28.62%
$344K - $345K
30.7K $1.55M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6.8K
+ 5.37%
$342K - $343K
134K $6.72M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
6.7K
New
$337K - $337K
6.7K $337K
Nov 14, 2022 Q3 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
6.67K
+ 12.79%
$335K - $336K
58.8K $2.96M
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
6.44K
+ 1.03%
$324K - $324K
633K $31.9M
Nov 14, 2022 Q3 2022
Mendel Money Management

Northbrook, IL
BUY
 -
6.08K
+ 100.83%
$305K - $306K
12.1K $609K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
5.61K
+ 6.3%
$282K - $283K
94.6K $4.76M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
5.36K
New
$269K - $270K
5.36K $270K
Nov 14, 2022 Q3 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
5.15K
New
$259K - $260K
5.15K $259K
Nov 07, 2022 Q3 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
5.1K
+ 0.76%
$256K - $257K
677K $34.1M
Oct 13, 2022 Q3 2022
Financial Sense Advisors, Inc.

BUY
 -
4.91K
New
$247K - $247K
4.91K $247K
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
4.76K
+ 1.89%
$239K - $240K
257K $12.9M
Oct 07, 2022 Q3 2022
Exchange Traded Concepts, LLC

BUY
 -
4.6K
New
$231K - $232K
4.6K $232K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
4.58K
New
$230K - $230K
4.58K $230K
Jul 10, 2024 Q3 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
4.37K
New
$220K - $220K
4.37K $220K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
4.33K
+ 33.21%
$217K - $218K
17.4K $874K
Nov 08, 2022 Q3 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
4.29K
+ 3200.75%
$215K - $216K
4.42K $223K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
4.24K
New
$213K - $214K
4.24K $213K
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.17K
New
$209K - $210K
4.17K $210K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.15K
+ 57.8%
$209K - $209K
11.3K $571K
Nov 10, 2022 Q3 2022
F Dx Advisors, Inc.

BUY
 -
4.07K
+ 4.22%
$204K - $205K
100K $5.06M
Nov 10, 2022 Q3 2022
Bank Of Nova Scotia

BUY
 -
4.02K
+ 16.85%
$202K - $203K
27.9K $1.4M

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