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 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.17K+ 11.7% |
$310K - $312K
|
58.9K
$2.97M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.03K+ 827.75% |
$303K - $304K
|
6.75K
$340K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.86KNew |
$295K - $296K
|
5.86K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.82K+ 50.4% |
$293K - $294K
|
17.4K
$875K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.75KNew |
$289K - $291K
|
5.75K
$290K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.6K+ 1.75% |
$282K - $283K
|
326K
$16.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.53K+ 12.97% |
$278K - $279K
|
48.1K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5.44KNew |
$274K - $275K
|
5.44K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.31KNew |
$267K - $268K
|
5.31K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.22K+ 36.03% |
$262K - $263K
|
19.7K
$991K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.15K+ 50.74% |
$259K - $260K
|
15.3K
$770K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.88K+ 81.69% |
$245K - $246K
|
10.8K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.81K+ 59.26% |
$242K - $243K
|
12.9K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.8KNew |
$241K - $242K
|
4.8K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$241K - $242K
|
4.8K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.69K+ 14.03% |
$236K - $237K
|
38.1K
$1.92M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.67KNew |
$235K - $236K
|
4.67K
$235K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.56K+ 34.58% |
$229K - $230K
|
17.7K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.49K+ 11.43% |
$226K - $227K
|
43.8K
$2.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.38K+ 4.16% |
$220K - $221K
|
110K
$5.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.36KNew |
$219K - $220K
|
4.36K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.24KNew |
$213K - $214K
|
4.24K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.24K+ 12.8% |
$213K - $214K
|
37.3K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.13K+ 26.96% |
$208K - $209K
|
19.5K
$979K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4KNew |
$201K - $202K
|
4K
$201K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.95K+ 0.29% |
$198K - $199K
|
1.36M
$68.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.68K+ 10.36% |
$185K - $186K
|
39.2K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.57K+ 7.04% |
$179K - $180K
|
54.2K
$2.73M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.49K+ 31.33% |
$176K - $176K
|
14.6K
$737K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.49K+ 580.37% |
$175K - $176K
|
4.09K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.4K+ 0.54% |
$171K - $172K
|
638K
$32.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.36K+ 5093.94% |
$169K - $170K
|
3.43K
$173K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 70.23% |
$167K - $168K
|
8.05K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.31K+ 25.89% |
$166K - $167K
|
16.1K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.2K+ 1.39% |
$161K - $162K
|
233K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.19K+ 3.2% |
$160K - $161K
|
103K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.18K+ 0.98% |
$160K - $160K
|
326K
$16.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.87K+ 29.2% |
$144K - $145K
|
12.7K
$639K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.76K+ 10.93% |
$139K - $139K
|
28K
$1.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.63K+ 10.44% |
$132K - $133K
|
27.8K
$1.4M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
2.6K+ 52.42% |
$131K - $131K
|
7.55K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.41K+ 3.57% |
$121K - $122K
|
69.9K
$3.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.41K+ 8.05% |
$121K - $121K
|
32.3K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.39K+ 6.9% |
$120K - $121K
|
37K
$1.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.36K+ 3.25% |
$119K - $119K
|
75.1K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.29K+ 10.37% |
$115K - $115K
|
24.3K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.23K+ 1.92% |
$112K - $113K
|
118K
$5.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.84K+ 77.5% |
$92.3K - $92.7K
|
4.21K
$212K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 35.42% |
$90.7K - $91.1K
|
6.9K
$347K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65K+ 18.13% |
$82.8K - $83.1K
|
10.7K
$540K
|