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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
43.1K+ 2.88% |
$2.17M - $2.18M
|
1.54M
$77.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.1K+ 132.15% |
$2.17M - $2.18M
|
75.7K
$3.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
40.8K+ 12.57% |
$2.05M - $2.06M
|
366K
$18.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
39.4KNew |
$1.98M - $1.99M
|
39.4K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.1K+ 108.49% |
$1.97M - $1.98M
|
75.2K
$3.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.5K+ 15.06% |
$1.94M - $1.95M
|
294K
$14.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
36.2K+ 189.35% |
$1.82M - $1.83M
|
55.4K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35.7K+ 17.53% |
$1.79M - $1.8M
|
239K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.6K+ 102.98% |
$1.69M - $1.7M
|
66.2K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
33.6K+ 20.55% |
$1.69M - $1.7M
|
197K
$9.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
32K+ 49.6% |
$1.61M - $1.62M
|
96.6K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
30.8K+ 48.71% |
$1.55M - $1.56M
|
94.1K
$4.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
30.7KNew |
$1.54M - $1.55M
|
30.7K
$1.54M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30.3K+ 42.07% |
$1.52M - $1.53M
|
102K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29.4K+ 3.92% |
$1.48M - $1.48M
|
779K
$39.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29K+ 74.56% |
$1.46M - $1.46M
|
67.8K
$3.42M
|
|
|
Nov 16, 2023
Q3 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
27.9K+ 10.47% |
$1.4M - $1.41M
|
295K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
27.3K+ 95.22% |
$1.37M - $1.38M
|
56K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27.2KNew |
$1.37M - $1.38M
|
27.2K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.2KNew |
$1.37M - $1.38M
|
27.2K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 21.5% |
$1.32M - $1.33M
|
148K
$7.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
25.4K+ 108.77% |
$1.27M - $1.28M
|
48.7K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.9K+ 18.32% |
$1.25M - $1.26M
|
161K
$8.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24KNew |
$1.2M - $1.21M
|
24K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
23.9K+ 181.27% |
$1.2M - $1.21M
|
37K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23.5K+ 5.15% |
$1.18M - $1.19M
|
480K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
23.1KNew |
$1.16M - $1.17M
|
23.1K
$1.16M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22.4KNew |
$1.12M - $1.13M
|
22.4K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.6K+ 101.82% |
$1.08M - $1.09M
|
42.8K
$2.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
21.4KNew |
$1.07M - $1.08M
|
21.4K
$1.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
20.9K+ 5.62% |
$1.05M - $1.05M
|
393K
$19.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
20.5K+ 143.99% |
$1.03M - $1.04M
|
34.8K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
20.5K+ 15.19% |
$1.03M - $1.03M
|
155K
$7.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
20.3K+ 300.89% |
$1.02M - $1.02M
|
27K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.3K+ 69.32% |
$1.02M - $1.02M
|
49.5K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19.7K+ 39.96% |
$989K - $993K
|
68.9K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.3KNew |
$970K - $974K
|
19.3K
$971K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19K+ 6.93% |
$954K - $958K
|
293K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
18.6K+ 2.29% |
$937K - $941K
|
832K
$41.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
18.2KNew |
$915K - $920K
|
18.2K
$917K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.3K+ 36.75% |
$869K - $873K
|
64.3K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17.2KNew |
$867K - $871K
|
17.2K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
15.8K+ 43.07% |
$796K - $800K
|
52.6K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
15.7K+ 12.7% |
$790K - $794K
|
139K
$7.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$787K - $791K
|
15.7K
$788K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.4K+ 45.39% |
$775K - $779K
|
49.4K
$2.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14.9K+ 3.46% |
$748K - $752K
|
446K
$22.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14.8KNew |
$746K - $749K
|
14.8K
$746K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.1K+ 41.89% |
$710K - $713K
|
47.8K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.6K+ 2.2% |
$684K - $687K
|
632K
$31.8M
|