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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
206KNew |
$10.4M - $10.4M
|
206K
$10.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
206KNew |
$10.3M - $10.4M
|
206K
$10.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
204K+ 34.84% |
$10.2M - $10.3M
|
789K
$39.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
194KNew |
$9.72M - $9.76M
|
194K
$9.76M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
185KNew |
$9.3M - $9.34M
|
185K
$9.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
176K+ 762.15% |
$8.82M - $8.85M
|
199K
$10M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
171K+ 25.0% |
$8.61M - $8.64M
|
857K
$43.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169K+ 15.24% |
$8.48M - $8.51M
|
1.28M
$64.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
164KNew |
$8.24M - $8.27M
|
164K
$8.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
156KNew |
$7.82M - $7.85M
|
156K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
151K+ 282.63% |
$7.56M - $7.59M
|
204K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
145KNew |
$7.28M - $7.31M
|
145K
$7.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
139K+ 51.46% |
$6.96M - $6.99M
|
408K
$20.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
135K+ 197.4% |
$6.77M - $6.79M
|
203K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
129K+ 28.56% |
$6.49M - $6.52M
|
582K
$29.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
126K+ 7.47% |
$6.31M - $6.34M
|
1.81M
$91.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
118KNew |
$5.95M - $5.97M
|
118K
$5.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
115KNew |
$5.76M - $5.79M
|
115K
$5.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
106K+ 48.89% |
$5.34M - $5.36M
|
324K
$16.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
100KNew |
$5.04M - $5.06M
|
100K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100KNew |
$5.04M - $5.06M
|
100K
$5.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99K+ 294.38% |
$4.97M - $4.99M
|
133K
$6.69M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
98.7K+ 15.85% |
$4.96M - $4.98M
|
722K
$36.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
97.4K+ 80.38% |
$4.89M - $4.91M
|
219K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
95.4K+ 28.17% |
$4.79M - $4.81M
|
434K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91K+ 81.15% |
$4.57M - $4.58M
|
203K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
90.3KNew |
$4.53M - $4.55M
|
90.3K
$4.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
88.6K+ 97.59% |
$4.45M - $4.47M
|
179K
$9.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
85.8KNew |
$4.31M - $4.32M
|
85.8K
$4.32M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80K+ 59.57% |
$4.02M - $4.03M
|
214K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
73.4K+ 9.98% |
$3.68M - $3.7M
|
809K
$40.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
73K+ 178.1% |
$3.66M - $3.68M
|
114K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72.3K+ 37.75% |
$3.63M - $3.64M
|
264K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
69.8K+ 89.02% |
$3.5M - $3.52M
|
148K
$7.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
69.4K+ 158.64% |
$3.48M - $3.5M
|
113K
$5.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67K+ 23.38% |
$3.36M - $3.38M
|
354K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
66KNew |
$3.31M - $3.33M
|
66K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
64.2KNew |
$3.22M - $3.24M
|
64.2K
$3.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
63.2KNew |
$3.17M - $3.18M
|
63.2K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
63.2K+ 232.07% |
$3.17M - $3.18M
|
90.4K
$4.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
62.3K+ 6.79% |
$3.13M - $3.14M
|
979K
$49.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
61.5KNew |
$3.09M - $3.1M
|
61.5K
$3.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
60.3K+ 14.34% |
$3.02M - $3.04M
|
481K
$24.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Capital Management Corp
|
BUY
|
- |
59KNew |
$2.96M - $2.97M
|
59K
$2.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
58.2KNew |
$2.92M - $2.93M
|
58.2K
$2.93M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56.8K+ 133.48% |
$2.85M - $2.86M
|
99.4K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
54.2K+ 126.14% |
$2.72M - $2.73M
|
97.1K
$4.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
52.6K+ 153.96% |
$2.64M - $2.65M
|
86.8K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
51.7K+ 3.24% |
$2.59M - $2.6M
|
1.64M
$82.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50.2KNew |
$2.52M - $2.53M
|
50.2K
$2.53M
|