Purchases and Sales Made in Q4 2023 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q4 2023. 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 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.63MNew |
$81.9M - $82.3M
|
1.63M
$82.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.22M+ 27.23% |
$61.2M - $61.6M
|
5.7M
$287M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01M+ 8.68% |
$50.7M - $51M
|
12.6M
$637M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
740K+ 3.59% |
$37.2M - $37.4M
|
21.4M
$1.08B
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
712K+ 46.26% |
$35.8M - $36M
|
2.25M
$113M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
707K+ 46.23% |
$35.5M - $35.7M
|
2.23M
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
590KNew |
$29.6M - $29.8M
|
590K
$29.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573K+ 194.68% |
$28.8M - $28.9M
|
867K
$43.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
543K+ 54.38% |
$27.2M - $27.4M
|
1.54M
$77.6M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
495KNew |
$24.9M - $25M
|
495K
$24.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 23.42% |
$22.4M - $22.5M
|
2.35M
$118M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
418K+ 9.69% |
$21M - $21.1M
|
4.74M
$239M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
405K+ 38.1% |
$20.3M - $20.5M
|
1.47M
$73.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
371K+ 276.05% |
$18.6M - $18.7M
|
506K
$25.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
348KNew |
$17.5M - $17.6M
|
348K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
338K+ 269.84% |
$17M - $17.1M
|
463K
$23.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
327KNew |
$16.4M - $16.5M
|
327K
$16.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
275K+ 15.83% |
$13.8M - $13.9M
|
2.01M
$101M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
259KNew |
$13M - $13.1M
|
259K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
221KNew |
$11.1M - $11.1M
|
221K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
219K+ 69.23% |
$11M - $11.1M
|
535K
$26.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
218KNew |
$10.9M - $11M
|
218K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
210K+ 540.59% |
$10.5M - $10.6M
|
248K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
206K+ 30.37% |
$10.4M - $10.4M
|
886K
$44.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
203KNew |
$10.2M - $10.2M
|
203K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
202KNew |
$10.1M - $10.2M
|
202K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
192K+ 144.66% |
$9.66M - $9.71M
|
325K
$16.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
186K+ 1256.68% |
$9.36M - $9.41M
|
201K
$10.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
181KNew |
$9.1M - $9.15M
|
181K
$9.13M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
181KNew |
$9.1M - $9.15M
|
181K
$9.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
176K+ 23.25% |
$8.84M - $8.89M
|
933K
$47M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
170KNew |
$8.56M - $8.6M
|
170K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
165KNew |
$8.29M - $8.34M
|
165K
$8.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
160KNew |
$8.03M - $8.07M
|
160K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
157K+ 89.19% |
$7.9M - $7.95M
|
334K
$16.8M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
154K+ 98.31% |
$7.75M - $7.79M
|
311K
$15.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
144KNew |
$7.21M - $7.25M
|
144K
$7.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
139KNew |
$6.99M - $7.03M
|
139K
$7.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
139K+ 228.72% |
$6.98M - $7.02M
|
200K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
139K+ 184.49% |
$6.96M - $7M
|
214K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
138K+ 142.76% |
$6.92M - $6.96M
|
234K
$11.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
137KNew |
$6.86M - $6.9M
|
137K
$6.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
133K+ 116.22% |
$6.69M - $6.73M
|
248K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
127KNew |
$6.38M - $6.42M
|
127K
$6.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
124K+ 58.87% |
$6.22M - $6.26M
|
334K
$16.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
124K+ 761.84% |
$6.21M - $6.25M
|
140K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
122K+ 108.89% |
$6.15M - $6.18M
|
235K
$11.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
119KNew |
$5.97M - $6.01M
|
119K
$5.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
119K+ 8.78% |
$5.97M - $6.01M
|
1.47M
$74.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
115K+ 356.97% |
$5.76M - $5.8M
|
147K
$7.4M
|