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 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.07% |
$703 - $705
|
18.7K
$943K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.38% |
$50.2 - $50.4
|
267
$13.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.62% |
$100 - $101
|
322
$16.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-22- 0.18% |
$1.1K - $1.11K
|
12.4K
$627K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-49- 0.99% |
$2.46K - $2.47K
|
4.91K
$248K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-107- 2.33% |
$5.37K - $5.39K
|
4.49K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-141- 1.71% |
$7.08K - $7.1K
|
8.09K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-158- 2.43% |
$7.93K - $7.96K
|
6.34K
$320K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-179- 89.5% |
$8.99K - $9.02K
|
21
$1.06K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-214- 0.93% |
$10.7K - $10.8K
|
22.8K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-214- 82.63% |
$10.7K - $10.8K
|
45
$2.27K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-222- 69.16% |
$11.1K - $11.2K
|
99
$4.99K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-265- 1.46% |
$13.3K - $13.4K
|
17.8K
$899K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-309- 4.1% |
$15.5K - $15.6K
|
7.22K
$364K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-331- 1.3% |
$16.6K - $16.7K
|
25.1K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-356- 3.12% |
$17.9K - $17.9K
|
11.1K
$557K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-476- 7.11% |
$23.9K - $24K
|
6.22K
$314K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-495- 5.55% |
$24.8K - $24.9K
|
8.42K
$424K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-551- 1.11% |
$27.7K - $27.8K
|
49.2K
$2.48M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-602- 1.63% |
$30.2K - $30.3K
|
36.3K
$1.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-605- 1.3% |
$30.4K - $30.5K
|
46K
$2.32M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-777- 2.7% |
$39K - $39.2K
|
28K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-777- 2.7% |
$39K - $39.2K
|
28K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.05K- 8.89% |
$52.6K - $52.8K
|
10.7K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.08K- 11.51% |
$54.1K - $54.3K
|
8.28K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 4.17% |
$57.8K - $58K
|
26.5K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.19K- 11.6% |
$59.8K - $60.1K
|
9.09K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.26K- 18.7% |
$63.5K - $63.7K
|
5.49K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-1.29K- 1.75% |
$64.9K - $65.1K
|
72.7K
$3.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.46K- 3.15% |
$73.2K - $73.5K
|
44.8K
$2.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.53K- 33.51% |
$77K - $77.2K
|
3.04K
$153K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.22K- 1.62% |
$111K - $112K
|
135K
$6.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.47K- 26.52% |
$124K - $125K
|
6.85K
$345K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.61K- 80.03% |
$131K - $131K
|
650
$32.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.87K- 9.48% |
$144K - $145K
|
27.4K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.02K- 10.83% |
$152K - $152K
|
24.9K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.07K- 10.85% |
$154K - $155K
|
25.3K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.29K- 55.18% |
$165K - $166K
|
2.67K
$135K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.6K- 11.32% |
$181K - $182K
|
28.2K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.84K- 26.27% |
$193K - $193K
|
10.8K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-4.23K- 1.84% |
$212K - $213K
|
226K
$11.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-4.57K- 4.1% |
$229K - $230K
|
107K
$5.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.41K- 0.88% |
$272K - $273K
|
610K
$30.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.8K- 40.77% |
$291K - $292K
|
8.42K
$424K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.88K- 19.95% |
$295K - $296K
|
23.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.96K- 16.57% |
$299K - $300K
|
30K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.01K- 33.01% |
$302K - $303K
|
12.2K
$615K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.09K- 57.18% |
$306K - $307K
|
4.56K
$230K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-6.9K- 20.26% |
$346K - $348K
|
27.2K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-7K- 25.0% |
$351K - $353K
|
21K
$1.06M
|