Purchases and Sales Made in Q3 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
109K+ 28.48% |
$5.5M - $5.52M
|
493K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
104K+ 45.59% |
$5.25M - $5.28M
|
334K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
100K+ 236.92% |
$5.04M - $5.06M
|
142K
$7.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
98.9K+ 47.42% |
$4.97M - $4.99M
|
307K
$15.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
98.8K+ 19.29% |
$4.97M - $4.99M
|
611K
$30.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
98.6K+ 250.78% |
$4.96M - $4.98M
|
138K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.2K+ 415.96% |
$4.63M - $4.66M
|
114K
$5.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
92.1KNew |
$4.63M - $4.65M
|
92.1K
$4.63M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
92.1KNew |
$4.63M - $4.65M
|
92.1K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.4K+ 14.57% |
$4.34M - $4.36M
|
679K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
83.4K+ 11.99% |
$4.19M - $4.21M
|
779K
$39.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
83.1K+ 7.1% |
$4.18M - $4.2M
|
1.25M
$63.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
82.7K+ 9.09% |
$4.16M - $4.18M
|
993K
$50M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
BUY
|
- |
80KNew |
$4.02M - $4.04M
|
80K
$4.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
72K+ 10.97% |
$3.62M - $3.64M
|
729K
$36.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
72KNew |
$3.62M - $3.63M
|
72K
$3.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
70.1K+ 550.45% |
$3.52M - $3.54M
|
82.8K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
69.7K+ 0.76% |
$3.5M - $3.52M
|
9.2M
$463M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
68.4K+ 94.26% |
$3.44M - $3.45M
|
141K
$7.1M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
67.7K+ 25.55% |
$3.4M - $3.42M
|
333K
$16.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62.8KNew |
$3.16M - $3.17M
|
62.8K
$3.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
62.1K+ 368.45% |
$3.12M - $3.14M
|
79K
$3.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
61.8K+ 57.26% |
$3.11M - $3.12M
|
170K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
61.5KNew |
$3.09M - $3.11M
|
61.5K
$3.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
59.9K+ 300.41% |
$3.01M - $3.02M
|
79.8K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
59.5K+ 20.14% |
$2.99M - $3M
|
355K
$17.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
59.3K+ 8.01% |
$2.98M - $2.99M
|
799K
$40.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58.9K+ 47.22% |
$2.96M - $2.97M
|
184K
$9.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
58.1KNew |
$2.92M - $2.94M
|
58.1K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
56.6K+ 4.95% |
$2.84M - $2.86M
|
1.2M
$60.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
54.5KNew |
$2.74M - $2.75M
|
54.5K
$2.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
54.5K+ 7.63% |
$2.74M - $2.75M
|
768K
$38.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
54.3K+ 18.48% |
$2.73M - $2.74M
|
348K
$17.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.3K+ 3.16% |
$2.68M - $2.69M
|
1.74M
$87.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
51.2K+ 16.63% |
$2.58M - $2.59M
|
359K
$18.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
51K+ 33.95% |
$2.56M - $2.57M
|
201K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50.7K+ 55.1% |
$2.55M - $2.56M
|
143K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
50K+ 22.13% |
$2.51M - $2.52M
|
276K
$13.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
48.5K+ 4.92% |
$2.44M - $2.45M
|
1.03M
$52.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
48.3K+ 211.1% |
$2.43M - $2.44M
|
71.2K
$3.58M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
47.9K+ 72.32% |
$2.41M - $2.42M
|
114K
$5.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
47.3K+ 1099.05% |
$2.38M - $2.39M
|
51.6K
$2.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.9K+ 525.28% |
$2.36M - $2.37M
|
55.8K
$2.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
45.6K+ 3.99% |
$2.29M - $2.3M
|
1.19M
$59.8M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
45.4K+ 294.96% |
$2.28M - $2.29M
|
60.8K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
44.7K+ 51.47% |
$2.25M - $2.26M
|
131K
$6.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
44.6KNew |
$2.24M - $2.25M
|
44.6K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
44KNew |
$2.21M - $2.22M
|
44K
$2.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
44K+ 17.62% |
$2.21M - $2.22M
|
294K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44K+ 11.22% |
$2.21M - $2.22M
|
436K
$21.9M
|