Purchases and Sales Made in Q4 2024 in Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.71MNew |
$287M - $288M
|
5.71M
$288M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4.86MNew |
$244M - $245M
|
4.86M
$246M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.15M+ 23.46% |
$209M - $209M
|
21.8M
$1.1B
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.9MNew |
$95.7M - $96.1M
|
1.9M
$96.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5M+ 18240.92% |
$75.3M - $75.7M
|
1.51M
$76.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
906K+ 1022.97% |
$45.5M - $45.7M
|
994K
$50.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
861KNew |
$43.2M - $43.4M
|
861K
$43.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
774KNew |
$38.9M - $39.1M
|
774K
$39.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
706KNew |
$35.5M - $35.6M
|
706K
$35.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
658KNew |
$33.1M - $33.2M
|
658K
$33.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
587KNew |
$29.5M - $29.6M
|
587K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
518KNew |
$26M - $26.1M
|
518K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
505K+ 438.94% |
$25.4M - $25.5M
|
620K
$31.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
496KNew |
$24.9M - $25M
|
496K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
487K+ 1269.36% |
$24.5M - $24.6M
|
526K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
475KNew |
$23.8M - $24M
|
475K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
421KNew |
$21.2M - $21.3M
|
421K
$21.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
383K+ 37.54% |
$19.3M - $19.3M
|
1.4M
$70.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
367K+ 39.42% |
$18.4M - $18.5M
|
1.3M
$65.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
318K+ 48.69% |
$15.9M - $16M
|
970K
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
316KNew |
$15.9M - $15.9M
|
316K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
303K+ 25.31% |
$15.2M - $15.3M
|
1.5M
$75.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
276KNew |
$13.8M - $13.9M
|
276K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
256K+ 5778.89% |
$12.8M - $12.9M
|
260K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
255KNew |
$12.8M - $12.9M
|
255K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
253K+ 10.93% |
$12.7M - $12.8M
|
2.57M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
249K+ 147.66% |
$12.5M - $12.6M
|
418K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
246K+ 5.08% |
$12.4M - $12.4M
|
5.09M
$257M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
241K+ 21.43% |
$12.1M - $12.2M
|
1.37M
$69M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
237KNew |
$11.9M - $12M
|
237K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
232K+ 508.33% |
$11.6M - $11.7M
|
278K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
223K+ 31.71% |
$11.2M - $11.2M
|
924K
$46.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
216K+ 56.39% |
$10.9M - $10.9M
|
599K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
211K+ 31.99% |
$10.6M - $10.6M
|
870K
$43.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
203K+ 128.17% |
$10.2M - $10.3M
|
362K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
177K+ 10.69% |
$8.9M - $8.94M
|
1.83M
$92.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
176KNew |
$8.85M - $8.89M
|
176K
$8.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
168K+ 62.31% |
$8.45M - $8.49M
|
438K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
164K+ 5.37% |
$8.24M - $8.28M
|
3.22M
$163M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
162K+ 44.42% |
$8.13M - $8.16M
|
526K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
157KNew |
$7.89M - $7.93M
|
157K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
153KNew |
$7.71M - $7.74M
|
153K
$7.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153K+ 148.88% |
$7.69M - $7.72M
|
256K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
141KNew |
$7.09M - $7.12M
|
141K
$7.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
141KNew |
$7.07M - $7.1M
|
141K
$7.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
135KNew |
$6.8M - $6.83M
|
135K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135KNew |
$6.79M - $6.82M
|
135K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
135K+ 79.44% |
$6.76M - $6.79M
|
304K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
131KNew |
$6.57M - $6.6M
|
131K
$6.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117K+ 13.52% |
$5.9M - $5.93M
|
986K
$49.8M
|