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 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.34K+ 3.11% |
$67.6K - $67.9K
|
44.6K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.28K+ 11.09% |
$64.4K - $64.7K
|
12.8K
$646K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.28K+ 23.39% |
$64.3K - $64.6K
|
6.74K
$339K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.26K+ 3.72% |
$63.3K - $63.6K
|
35.1K
$1.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 969.72% |
$53.1K - $53.4K
|
1.17K
$58.7K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
980+ 1.35% |
$49.3K - $49.5K
|
73.6K
$3.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
947+ 6.35% |
$47.6K - $47.8K
|
15.9K
$799K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
920New |
$46.3K - $46.5K
|
920
$46.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
900+ 14.56% |
$45.3K - $45.5K
|
7.08K
$357K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
850New |
$42.7K - $42.9K
|
850
$42.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
849+ 9.57% |
$42.7K - $42.9K
|
9.72K
$489K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
818+ 134.98% |
$41.1K - $41.3K
|
1.42K
$71.7K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
677+ 11.79% |
$34K - $34.2K
|
6.42K
$323K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
604+ 2.88% |
$30.4K - $30.5K
|
21.6K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
568+ 274.4% |
$28.6K - $28.7K
|
775
$39K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
563+ 1.06% |
$28.3K - $28.4K
|
53.7K
$2.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
557New |
$28K - $28.1K
|
557
$28K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
540+ 1.5% |
$27.2K - $27.3K
|
36.4K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
533+ 0.28% |
$26.8K - $26.9K
|
191K
$9.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$22.8K - $22.9K
|
453
$22.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
431+ 1.06% |
$21.7K - $21.8K
|
41.3K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
364+ 3.4% |
$18.3K - $18.4K
|
11.1K
$557K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
362+ 187.56% |
$18.2K - $18.3K
|
555
$27.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
360+ 0.81% |
$18.1K - $18.2K
|
44.8K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
333+ 2.33% |
$16.7K - $16.8K
|
14.7K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
309+ 1.55% |
$15.5K - $15.6K
|
20.3K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
269+ 0.86% |
$13.5K - $13.6K
|
31.6K
$1.59M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
256+ 5.61% |
$12.9K - $12.9K
|
4.82K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
229+ 12.25% |
$11.5K - $11.6K
|
2.1K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
214New |
$10.8K - $10.8K
|
214
$10.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
207New |
$10.4K - $10.5K
|
207
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
194New |
$9.75K - $9.8K
|
194
$9.77K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
190+ 2.99% |
$9.55K - $9.6K
|
6.55K
$330K
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
179+ 0.09% |
$9K - $9.04K
|
195K
$9.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165New |
$8.3K - $8.33K
|
165
$8.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
164+ 0.21% |
$8.25K - $8.28K
|
80K
$4.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
139+ 1.26% |
$6.99K - $7.02K
|
11.2K
$564K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
138New |
$6.94K - $6.97K
|
138
$6.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
135+ 4.11% |
$6.79K - $6.82K
|
3.42K
$172K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
97+ 2.2% |
$4.88K - $4.9K
|
4.5K
$226K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$4.78K - $4.8K
|
95
$4.78K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
85+ 6.72% |
$4.27K - $4.29K
|
1.35K
$68K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
71+ 20.94% |
$3.57K - $3.59K
|
410
$20.6K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 0.69% |
$3.52K - $3.54K
|
10.1K
$511K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
70+ 1.26% |
$3.52K - $3.54K
|
5.62K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
54+ 1.26% |
$2.72K - $2.73K
|
4.34K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45New |
$2.26K - $2.27K
|
45
$2.27K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
41+ 0.45% |
$2.06K - $2.07K
|
9.1K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40+ 0.31% |
$2.01K - $2.02K
|
12.9K
$649K
|