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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
957+ 0.61% |
$48K - $48.3K
|
157K
$7.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
932+ 9.5% |
$46.8K - $47K
|
10.7K
$542K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
900New |
$45.2K - $45.4K
|
900
$45.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
829+ 0.74% |
$41.6K - $41.8K
|
112K
$5.67M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
741+ 173.13% |
$37.2K - $37.4K
|
1.17K
$59K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
696+ 0.45% |
$34.9K - $35.1K
|
154K
$7.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
680New |
$34.1K - $34.3K
|
680
$34.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
631+ 1.63% |
$31.7K - $31.9K
|
39.3K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
597+ 1.58% |
$30K - $30.1K
|
38.4K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
492+ 11.5% |
$24.7K - $24.8K
|
4.77K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
446+ 3.06% |
$22.4K - $22.5K
|
15K
$758K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
418+ 1.33% |
$21K - $21.1K
|
31.9K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
396+ 1.16% |
$19.9K - $20K
|
34.6K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
345New |
$17.3K - $17.4K
|
345
$17.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
311+ 5.46% |
$15.6K - $15.7K
|
6.01K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
265+ 0.96% |
$13.3K - $13.4K
|
27.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
257+ 0.1% |
$12.9K - $13K
|
259K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
251+ 1.52% |
$12.6K - $12.7K
|
16.7K
$844K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
239+ 3.68% |
$12K - $12.1K
|
6.73K
$340K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
227+ 2.39% |
$11.4K - $11.5K
|
9.71K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
221+ 1.83% |
$11.1K - $11.2K
|
12.3K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
217+ 0.89% |
$10.9K - $11K
|
24.5K
$1.23M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
198New |
$9.94K - $10K
|
198
$9.99K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
197+ 2.49% |
$9.89K - $9.94K
|
8.11K
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195New |
$9.79K - $9.84K
|
195
$9.84K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
193New |
$9.69K - $9.74K
|
193
$9.74K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
186+ 1.32% |
$9.34K - $9.39K
|
14.3K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
152+ 1.33% |
$7.63K - $7.67K
|
11.6K
$586K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
150+ 1.02% |
$7.53K - $7.57K
|
14.9K
$750K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
135New |
$6.78K - $6.81K
|
135
$6.81K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
123+ 2.24% |
$6.17K - $6.21K
|
5.62K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
118+ 9.39% |
$5.92K - $5.96K
|
1.37K
$69.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
112+ 0.25% |
$5.62K - $5.65K
|
44.5K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
97+ 3.02% |
$4.87K - $4.9K
|
3.31K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
87+ 0.33% |
$4.37K - $4.39K
|
26.8K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
85+ 2.06% |
$4.27K - $4.29K
|
4.21K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
68New |
$3.41K - $3.43K
|
68
$3.43K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
60+ 0.14% |
$3.01K - $3.03K
|
43.4K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
60+ 0.46% |
$3.01K - $3.03K
|
13K
$654K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58+ 1.18% |
$2.91K - $2.93K
|
4.97K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
49New |
$2.46K - $2.47K
|
49
$2.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$2.46K - $2.47K
|
49
$2.47K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
42+ 0.5% |
$2.11K - $2.12K
|
8.47K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 12.22% |
$1.91K - $1.92K
|
349
$17.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
36+ 0.32% |
$1.81K - $1.82K
|
11.2K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
34+ 0.33% |
$1.71K - $1.72K
|
10.2K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.23% |
$502 - $505
|
4.42K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.44% |
$251 - $252
|
1.13K
$57K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.4% |
$100 - $101
|
497
$25.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.48% |
$100 - $101
|
137
$6.91K
|