Purchases and Sales Made in Q3 2024 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q3 2024. 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 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
55.7K+ 41.65% |
$2.8M - $2.81M
|
189K
$9.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.5K+ 29.3% |
$2.79M - $2.8M
|
245K
$12.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
54.4K+ 17.05% |
$2.73M - $2.75M
|
374K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
53.3K+ 79.66% |
$2.68M - $2.69M
|
120K
$6.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
50.3K+ 5.46% |
$2.53M - $2.54M
|
973K
$49.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
47.9K+ 65.86% |
$2.4M - $2.42M
|
121K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
47.4KNew |
$2.38M - $2.39M
|
47.4K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
45.2K+ 25.57% |
$2.27M - $2.28M
|
222K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44.9K+ 16.88% |
$2.26M - $2.27M
|
311K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
41.1K+ 133.78% |
$2.07M - $2.08M
|
71.9K
$3.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
40.2K+ 12.33% |
$2.02M - $2.03M
|
366K
$18.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37.8K+ 28.66% |
$1.9M - $1.91M
|
169K
$8.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
35.6K+ 5.41% |
$1.79M - $1.8M
|
693K
$35M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35.5KNew |
$1.78M - $1.79M
|
35.5K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
33.7KNew |
$1.69M - $1.7M
|
33.7K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
32.1K+ 58.9% |
$1.61M - $1.62M
|
86.5K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.55M - $1.56M
|
30.9K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
29.8K+ 21.39% |
$1.5M - $1.5M
|
169K
$8.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29.3K+ 22.57% |
$1.47M - $1.48M
|
159K
$8.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.9K+ 33.69% |
$1.45M - $1.46M
|
115K
$5.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
28.5KNew |
$1.43M - $1.44M
|
28.5K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
27K+ 12.77% |
$1.36M - $1.36M
|
238K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.9K+ 75.6% |
$1.35M - $1.36M
|
62.5K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26.5K+ 138.78% |
$1.33M - $1.34M
|
45.6K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
26.2K+ 5.2% |
$1.32M - $1.32M
|
530K
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
25.4K+ 1.73% |
$1.28M - $1.28M
|
1.5M
$75.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.22M - $1.23M
|
24.4K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.9K+ 7.12% |
$1.15M - $1.16M
|
345K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.7K+ 3.76% |
$1.14M - $1.15M
|
627K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
22.2K+ 4.45% |
$1.11M - $1.12M
|
521K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22K+ 17.11% |
$1.11M - $1.11M
|
151K
$7.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.8K+ 2.57% |
$1.1M - $1.1M
|
870K
$43.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
21.1K+ 2.53% |
$1.06M - $1.07M
|
856K
$43.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
20.6KNew |
$1.04M - $1.04M
|
20.6K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
20.5KNew |
$1.03M - $1.03M
|
20.5K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
20.1K+ 11.64% |
$1.01M - $1.02M
|
193K
$9.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.8K+ 21.98% |
$942K - $947K
|
104K
$5.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
18.5KNew |
$929K - $934K
|
18.5K
$934K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
18.4K+ 10.73% |
$923K - $928K
|
190K
$9.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
18.2KNew |
$915K - $920K
|
18.2K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18KNew |
$904K - $909K
|
18K
$908K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
17.4KNew |
$872K - $877K
|
17.4K
$877K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
17K+ 7.62% |
$855K - $860K
|
240K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
16.8K+ 15.38% |
$841K - $846K
|
126K
$6.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
15.9K+ 363.78% |
$800K - $805K
|
20.3K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
15.1K+ 16.25% |
$760K - $764K
|
108K
$5.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
15.1K+ 22.58% |
$756K - $761K
|
81.8K
$4.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.9K+ 1.74% |
$746K - $750K
|
869K
$43.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.6KNew |
$734K - $738K
|
14.6K
$738K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 14.96% |
$729K - $733K
|
112K
$5.63M
|