Purchases and Sales Made in Q3 2022 in Wisdomtree Floating Rate Treas (USFR)
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 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-20KClosed |
$1M - $1.01M
|
0
$0
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.5K- 3.53% |
$1.13M - $1.13M
|
615K
$31.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.5K- 3.53% |
$1.13M - $1.13M
|
615K
$31.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-24.4K- 40.4% |
$1.22M - $1.23M
|
36K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-27.9K- 5.54% |
$1.4M - $1.41M
|
476K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31.2K- 66.87% |
$1.57M - $1.57M
|
15.5K
$780K
|
|
|
Jan 24, 2023
Q3 2022
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-37.6K- 8.62% |
$1.89M - $1.89M
|
398K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-60K- 34.28% |
$3.01M - $3.02M
|
115K
$5.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-67.8K- 62.31% |
$3.4M - $3.41M
|
41K
$2.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-79.2K- 20.43% |
$3.98M - $3.99M
|
309K
$15.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-88K- 37.33% |
$4.42M - $4.43M
|
148K
$7.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-90K- 25.71% |
$4.52M - $4.53M
|
260K
$13.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-95.4K- 13.28% |
$4.79M - $4.81M
|
623K
$31.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-103K- 42.68% |
$5.18M - $5.19M
|
138K
$6.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-112K- 24.63% |
$5.64M - $5.66M
|
344K
$17.3M
|
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-133K- 99.62% |
$6.66M - $6.68M
|
501
$25.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-152K- 25.12% |
$7.62M - $7.64M
|
452K
$22.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-161K- 99.88% |
$8.07M - $8.1M
|
200
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-188KClosed |
$9.47M - $9.49M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-232K- 60.17% |
$11.6M - $11.7M
|
153K
$7.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-314K- 53.81% |
$15.8M - $15.8M
|
270K
$13.6M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-377K- 41.95% |
$18.9M - $19M
|
521K
$26.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-377K- 41.95% |
$18.9M - $19M
|
521K
$26.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-418K- 96.75% |
$21M - $21.1M
|
14.1K
$709K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-823K- 46.37% |
$41.4M - $41.5M
|
952K
$48.1M
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.1M- 10.64% |
$55.4M - $55.5M
|
9.26M
$467M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.33M- 55.75% |
$218M - $218M
|
3.44M
$173M
|