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 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.03KNew |
$203K - $204K
|
4.03K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.83K+ 53.8% |
$193K - $194K
|
11K
$553K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.76K+ 10.92% |
$189K - $190K
|
38.2K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.63K+ 2.75% |
$182K - $183K
|
136K
$6.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.58KNew |
$180K - $181K
|
3.58K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.56K+ 44.22% |
$179K - $180K
|
11.6K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.51K+ 1.19% |
$176K - $177K
|
297K
$15M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.25K+ 7.87% |
$163K - $164K
|
44.5K
$2.25M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
3.17K+ 4.36% |
$159K - $160K
|
75.8K
$3.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.07KNew |
$154K - $155K
|
3.07K
$155K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.95KNew |
$148K - $149K
|
2.95K
$149K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.94K+ 47.3% |
$148K - $149K
|
9.17K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.93K+ 28.99% |
$147K - $148K
|
13.1K
$659K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.71K+ 66.93% |
$136K - $137K
|
6.75K
$341K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.68KNew |
$134K - $135K
|
2.68K
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.66KNew |
$134K - $134K
|
2.66K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.47K+ 2.09% |
$124K - $125K
|
121K
$6.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.4K+ 22.14% |
$120K - $121K
|
13.2K
$667K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.33K+ 57.06% |
$117K - $118K
|
6.42K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.28K+ 0.64% |
$115K - $115K
|
357K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 0.6% |
$111K - $112K
|
368K
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.12K+ 35.08% |
$106K - $107K
|
8.16K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.02K+ 3.43% |
$102K - $102K
|
60.9K
$3.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.99K+ 33.96% |
$99.9K - $100K
|
7.85K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 33.51% |
$96.8K - $97.3K
|
7.68K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.88K+ 11.71% |
$94.6K - $95.1K
|
18K
$907K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.87K+ 44.49% |
$93.9K - $94.5K
|
6.08K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.85K+ 53.94% |
$92.8K - $93.4K
|
5.28K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 3.15% |
$89K - $89.5K
|
58K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.73KNew |
$87K - $87.4K
|
1.73K
$87.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 50.53% |
$86.8K - $87.3K
|
5.15K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$81.5K - $81.9K
|
1.62K
$81.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.53KNew |
$76.8K - $77.2K
|
1.53K
$77.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49K+ 0.62% |
$74.8K - $75.2K
|
241K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.37K+ 20.09% |
$68.6K - $69K
|
8.16K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.33K+ 144.02% |
$66.5K - $66.9K
|
2.25K
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.3K+ 2.93% |
$65.5K - $65.8K
|
45.9K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.23K+ 6.3% |
$61.5K - $61.9K
|
20.7K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.19K+ 16.8% |
$59.7K - $60.1K
|
8.27K
$418K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.16K+ 1.69% |
$58.4K - $58.8K
|
70K
$3.54M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.13K+ 5.21% |
$56.5K - $56.8K
|
22.7K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.06K+ 3.01% |
$53K - $53.3K
|
36.1K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
997+ 24.91% |
$50.1K - $50.3K
|
5K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
983New |
$49.4K - $49.6K
|
983
$49.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
981+ 13.02% |
$49.3K - $49.5K
|
8.51K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
950+ 2.99% |
$47.7K - $48K
|
32.7K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
899+ 18.72% |
$45.1K - $45.4K
|
5.7K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
BUY
|
- |
865+ 13.22% |
$43.4K - $43.7K
|
7.41K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
768+ 5.24% |
$38.6K - $38.8K
|
15.4K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
695New |
$34.9K - $35.1K
|
695
$35.1K
|