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 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.7K+ 86.31% |
$2.49M - $2.5M
|
107K
$5.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
49.2K+ 97.78% |
$2.47M - $2.48M
|
99.6K
$5.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
48.1K+ 290.8% |
$2.41M - $2.42M
|
64.6K
$3.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
47.1K+ 11.58% |
$2.36M - $2.37M
|
453K
$22.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
46.5K+ 4.88% |
$2.33M - $2.34M
|
999K
$50.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45.7K+ 19.98% |
$2.3M - $2.3M
|
275K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.5K+ 14.89% |
$2.28M - $2.29M
|
351K
$17.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
43.5KNew |
$2.18M - $2.19M
|
43.5K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41.1KNew |
$2.06M - $2.07M
|
41.1K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.6K+ 5.99% |
$1.99M - $2M
|
701K
$35.3M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
39.6KNew |
$1.99M - $2M
|
39.6K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38.9K+ 26.5% |
$1.95M - $1.96M
|
186K
$9.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Retireful, LLC
|
BUY
|
- |
38.8K+ 6.21% |
$1.95M - $1.95M
|
663K
$33.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
37.2KNew |
$1.87M - $1.87M
|
37.2K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
36.4K+ 26.91% |
$1.83M - $1.83M
|
172K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.2K+ 315.18% |
$1.77M - $1.77M
|
46.3K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.9K+ 11.43% |
$1.75M - $1.76M
|
340K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
34.5KNew |
$1.73M - $1.74M
|
34.5K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.1K+ 130.06% |
$1.71M - $1.72M
|
60.3K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
32.8KNew |
$1.65M - $1.65M
|
32.8K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
32.3KNew |
$1.62M - $1.63M
|
32.3K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
31KNew |
$1.55M - $1.56M
|
31K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.3KNew |
$1.52M - $1.53M
|
30.3K
$1.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
29.8K+ 412.7% |
$1.5M - $1.5M
|
37K
$1.87M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29.7KNew |
$1.49M - $1.5M
|
29.7K
$1.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29.3K+ 90.95% |
$1.47M - $1.47M
|
61.4K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
27.9K+ 78.29% |
$1.4M - $1.4M
|
63.5K
$3.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27.8K+ 229.67% |
$1.4M - $1.4M
|
39.9K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27.7K+ 9.89% |
$1.39M - $1.39M
|
308K
$15.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
25.7KNew |
$1.29M - $1.29M
|
25.7K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.2KNew |
$1.22M - $1.22M
|
24.2K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24K+ 82.21% |
$1.21M - $1.21M
|
53.3K
$2.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
22.5K+ 8.48% |
$1.13M - $1.13M
|
288K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
22.4K+ 252.42% |
$1.13M - $1.13M
|
31.3K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
22.2KNew |
$1.12M - $1.12M
|
22.2K
$1.12M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21K+ 75.42% |
$1.06M - $1.06M
|
48.9K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
20.7KNew |
$1.04M - $1.04M
|
20.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.1KNew |
$1.01M - $1.01M
|
20.1K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.1KNew |
$1.01M - $1.01M
|
20.1K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
19.8KNew |
$993K - $997K
|
19.8K
$997K
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
19.3K+ 4.62% |
$967K - $971K
|
436K
$22M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.4KNew |
$875K - $878K
|
17.4K
$878K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
17.1KNew |
$858K - $861K
|
17.1K
$861K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
17K+ 10.4% |
$851K - $855K
|
180K
$9.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16.9KNew |
$849K - $852K
|
16.9K
$852K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
16.5K+ 109.85% |
$826K - $829K
|
31.4K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.1K+ 44.92% |
$809K - $812K
|
52K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.4K+ 1.38% |
$773K - $776K
|
1.13M
$57.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 182.44% |
$750K - $753K
|
23.1K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
14.8K+ 7.7% |
$744K - $747K
|
207K
$10.4M
|