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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
668New |
$33.5K - $33.7K
|
668
$33.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
655New |
$32.9K - $33.1K
|
655
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
570+ 4.21% |
$28.6K - $28.8K
|
14.1K
$710K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
481+ 3.98% |
$24.2K - $24.3K
|
12.6K
$633K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
455+ 6.95% |
$22.8K - $23K
|
7.01K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
415+ 1.8% |
$20.8K - $21K
|
23.5K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
406+ 3.12% |
$20.4K - $20.5K
|
13.4K
$675K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
350New |
$17.6K - $17.7K
|
350
$17.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
312New |
$15.7K - $15.8K
|
312
$15.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
265+ 4.72% |
$13.3K - $13.4K
|
5.88K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
235+ 2.26% |
$11.8K - $11.9K
|
10.6K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
202+ 1.27% |
$10.1K - $10.2K
|
16.1K
$809K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
201+ 0.81% |
$10.1K - $10.1K
|
25K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
201+ 0.33% |
$10.1K - $10.1K
|
61.1K
$3.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 44.15% |
$10K - $10.1K
|
653
$32.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
185New |
$9.29K - $9.34K
|
185
$9.31K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 1.37% |
$9.14K - $9.19K
|
13.4K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
123+ 1.37% |
$6.18K - $6.21K
|
9.11K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
120+ 2.26% |
$6.03K - $6.06K
|
5.43K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
111+ 5.29% |
$5.57K - $5.6K
|
2.21K
$111K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
105+ 0.29% |
$5.27K - $5.3K
|
36.5K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
73+ 1.25% |
$3.67K - $3.69K
|
5.91K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
60+ 1.9% |
$3.01K - $3.03K
|
3.21K
$162K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
58+ 0.21% |
$2.91K - $2.93K
|
27.9K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
50+ 0.39% |
$2.51K - $2.52K
|
12.9K
$651K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
41+ 0.45% |
$2.06K - $2.07K
|
9.14K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
30+ 0.26% |
$1.51K - $1.51K
|
11.7K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27+ 1.79% |
$1.36K - $1.36K
|
1.54K
$77.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.09% |
$1K - $1.01K
|
22.6K
$1.14M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 1.26% |
$351 - $353
|
562
$28.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.74% |
$100 - $101
|
274
$13.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7- 0.12% |
$351 - $353
|
5.67K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-42- 0.01% |
$2.11K - $2.12K
|
326K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-48- 0.04% |
$2.41K - $2.42K
|
112K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-51- 0.24% |
$2.56K - $2.57K
|
21.2K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-57- 0.59% |
$2.86K - $2.88K
|
9.66K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-62- 0.6% |
$3.11K - $3.13K
|
10.3K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-64- 1.33% |
$3.21K - $3.23K
|
4.73K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-97- 1.42% |
$4.87K - $4.9K
|
6.74K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-104- 0.94% |
$5.22K - $5.25K
|
11K
$553K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-121- 20.2% |
$6.08K - $6.11K
|
478
$24.1K
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-122- 1.32% |
$6.13K - $6.16K
|
9.11K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 99.39% |
$8.23K - $8.28K
|
1
$50.3
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-176- 42.93% |
$8.84K - $8.89K
|
234
$11.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-179- 3.54% |
$8.99K - $9.04K
|
4.87K
$245K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-180- 3.63% |
$9.04K - $9.09K
|
4.78K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-187- 1.85% |
$9.39K - $9.44K
|
9.91K
$499K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-206- 4.69% |
$10.3K - $10.4K
|
4.18K
$211K
|