Purchases and Sales Made in Q4 2022 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2M+ 57.21% |
$562M - $564M
|
30.7M
$1.55B
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.38M+ 37.2% |
$270M - $271M
|
19.8M
$999M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.62M+ 32.39% |
$232M - $233M
|
18.9M
$950M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
4.34M+ 126.37% |
$218M - $219M
|
7.78M
$392M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.52MNew |
$127M - $127M
|
2.52M
$127M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.27M+ 51.59% |
$114M - $114M
|
6.67M
$336M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 27.03% |
$82.6M - $82.9M
|
7.73M
$389M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.41M+ 54.72% |
$71M - $71.3M
|
4M
$201M
|
|
|
Feb 14, 2023
Q4 2022
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
1.31MNew |
$66M - $66.3M
|
1.31M
$66.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.29M+ 187.42% |
$65M - $65.2M
|
1.99M
$100M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.23MNew |
$61.8M - $62M
|
1.23M
$61.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.1M+ 36.91% |
$55.2M - $55.4M
|
4.08M
$205M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.04M+ 88.83% |
$52.3M - $52.5M
|
2.21M
$111M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.02MNew |
$51.3M - $51.5M
|
1.02M
$51.4M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.02MNew |
$51.2M - $51.4M
|
1.02M
$51.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
792K+ 40.52% |
$39.8M - $39.9M
|
2.75M
$138M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
774K+ 18270.44% |
$38.9M - $39M
|
779K
$39.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
731KNew |
$36.7M - $36.8M
|
731K
$36.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
719KNew |
$36.1M - $36.2M
|
719K
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
634K+ 126619.36% |
$31.8M - $32M
|
635K
$32M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
575K+ 35.1% |
$28.9M - $29M
|
2.21M
$111M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
567KNew |
$28.5M - $28.6M
|
567K
$28.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
533K+ 31.91% |
$26.8M - $26.9M
|
2.2M
$111M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
521K+ 65.17% |
$26.1M - $26.2M
|
1.32M
$66.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
516K+ 10503.62% |
$25.9M - $26M
|
521K
$26.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
487K+ 9452.04% |
$24.5M - $24.5M
|
492K
$24.8M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
472KNew |
$23.7M - $23.8M
|
472K
$23.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
466K+ 1213.29% |
$23.4M - $23.5M
|
504K
$25.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
439K+ 189.06% |
$22M - $22.1M
|
671K
$33.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
417K+ 156.41% |
$21M - $21M
|
684K
$34.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
393K+ 170.73% |
$19.7M - $19.8M
|
623K
$31.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
370KNew |
$18.6M - $18.7M
|
370K
$18.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
356K+ 245.48% |
$17.9M - $18M
|
502K
$25.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
344K+ 44.31% |
$17.3M - $17.3M
|
1.12M
$56.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
323K+ 4.14% |
$16.2M - $16.3M
|
8.13M
$409M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
319K+ 66.97% |
$16M - $16.1M
|
795K
$40M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
313KNew |
$15.7M - $15.8M
|
313K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
310K+ 59.68% |
$15.6M - $15.6M
|
831K
$41.8M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
284KNew |
$14.2M - $14.3M
|
284K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
273K+ 36.52% |
$13.7M - $13.7M
|
1.02M
$51.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
269K+ 59.35% |
$13.5M - $13.6M
|
722K
$36.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
268K+ 10.74% |
$13.5M - $13.5M
|
2.76M
$139M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
246KNew |
$12.3M - $12.4M
|
246K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
237K+ 248.27% |
$11.9M - $11.9M
|
333K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
236K+ 45.38% |
$11.9M - $11.9M
|
757K
$38.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
236K+ 45.38% |
$11.9M - $11.9M
|
757K
$38.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
236K+ 93.46% |
$11.8M - $11.9M
|
489K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
215KNew |
$10.8M - $10.8M
|
215K
$10.8M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
215K+ 736.11% |
$10.8M - $10.8M
|
244K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
212K+ 169.04% |
$10.6M - $10.7M
|
338K
$17M
|