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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$50.2 - $50.5
|
21.7K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-8- 0.29% |
$402 - $404
|
2.79K
$141K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-13- 1.81% |
$653 - $656
|
704
$35.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.1% |
$904 - $909
|
18K
$908K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-35- 22.01% |
$1.76K - $1.77K
|
124
$6.26K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-65- 1.11% |
$3.26K - $3.28K
|
5.81K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-70- 1.17% |
$3.51K - $3.53K
|
5.9K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-79- 0.97% |
$3.97K - $3.99K
|
8.06K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-124- 1.36% |
$6.22K - $6.26K
|
9.03K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-138- 0.51% |
$6.93K - $6.97K
|
26.8K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 88.69% |
$7.48K - $7.52K
|
19
$959
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-160- 2.56% |
$8.03K - $8.08K
|
6.1K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-167- 17.18% |
$8.38K - $8.43K
|
805
$40.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-189- 73.26% |
$9.49K - $9.54K
|
69
$3.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-196- 80.33% |
$9.84K - $9.89K
|
48
$2.42K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 0.93% |
$10K - $10.1K
|
21.3K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-224- 4.04% |
$11.2K - $11.3K
|
5.32K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-245- 0.55% |
$12.3K - $12.4K
|
44.1K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-269- 0.77% |
$13.5K - $13.6K
|
34.7K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-270- 4.93% |
$13.6K - $13.6K
|
5.21K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-280- 5.85% |
$14.1K - $14.1K
|
4.51K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-325- 2.13% |
$16.3K - $16.4K
|
14.9K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-349- 1.75% |
$17.5K - $17.6K
|
19.6K
$989K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-363- 6.95% |
$18.2K - $18.3K
|
4.86K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-369- 2.36% |
$18.5K - $18.6K
|
15.2K
$769K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-404- 9.84% |
$20.3K - $20.4K
|
3.7K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-406- 9.71% |
$20.4K - $20.5K
|
3.78K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-433- 23.88% |
$21.7K - $21.9K
|
1.38K
$69.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-527- 26.51% |
$26.5K - $26.6K
|
1.46K
$73.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-528- 3.83% |
$26.5K - $26.7K
|
13.3K
$670K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-577- 41.84% |
$29K - $29.1K
|
802
$40.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-606- 5.74% |
$30.4K - $30.6K
|
9.95K
$502K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-607- 0.98% |
$30.5K - $30.6K
|
61.4K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-644- 13.54% |
$32.3K - $32.5K
|
4.11K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-782- 4.49% |
$39.3K - $39.5K
|
16.6K
$839K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-830- 1.16% |
$41.7K - $41.9K
|
70.5K
$3.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-866- 3.04% |
$43.5K - $43.7K
|
27.6K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-891- 3.58% |
$44.7K - $45K
|
24K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-906- 13.13% |
$45.5K - $45.7K
|
5.99K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-916- 1.61% |
$46K - $46.2K
|
55.8K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-949- 11.04% |
$47.6K - $47.9K
|
7.65K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-962- 7.24% |
$48.3K - $48.6K
|
12.3K
$622K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.07K- 20.38% |
$53.6K - $53.9K
|
4.17K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.08K- 6.83% |
$54K - $54.3K
|
14.7K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 15.76% |
$54.4K - $54.7K
|
5.79K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.14K- 17.26% |
$57K - $57.3K
|
5.45K
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.18K- 8.22% |
$59.4K - $59.8K
|
13.2K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.28K- 3.61% |
$64K - $64.4K
|
34.1K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.28K- 10.05% |
$64.4K - $64.7K
|
11.5K
$579K
|