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 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-70.1K- 39.19% |
$3.52M - $3.54M
|
109K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-71.1K- 93.97% |
$3.57M - $3.59M
|
4.56K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72.9K- 28.18% |
$3.66M - $3.68M
|
186K
$9.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-74.9K- 10.82% |
$3.76M - $3.78M
|
617K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-77.6K- 30.82% |
$3.9M - $3.91M
|
174K
$8.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-80.1K- 8.87% |
$4.02M - $4.04M
|
823K
$41.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-87.2K- 9.09% |
$4.38M - $4.4M
|
872K
$44M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-99.7K- 25.65% |
$5.01M - $5.03M
|
289K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-102K- 14.77% |
$5.14M - $5.16M
|
591K
$29.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-105K- 71.44% |
$5.26M - $5.28M
|
41.8K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-105K- 19.97% |
$5.3M - $5.32M
|
423K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106K- 81.3% |
$5.3M - $5.33M
|
24.3K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-110K- 13.9% |
$5.53M - $5.56M
|
682K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-115K- 59.51% |
$5.76M - $5.79M
|
78.1K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120K- 16.45% |
$6.01M - $6.04M
|
608K
$30.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-148K- 83.67% |
$7.43M - $7.47M
|
28.9K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-156K- 29.43% |
$7.83M - $7.87M
|
374K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-156K- 34.64% |
$7.85M - $7.89M
|
295K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-160K- 81.93% |
$8.02M - $8.05M
|
35.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-173K- 33.1% |
$8.67M - $8.71M
|
349K
$17.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-175K- 6.45% |
$8.8M - $8.84M
|
2.54M
$128M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-189K- 69.17% |
$9.5M - $9.54M
|
84.3K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-209K- 33.78% |
$10.5M - $10.5M
|
409K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 15.49% |
$10.8M - $10.9M
|
1.18M
$59.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-218K- 83.76% |
$10.9M - $11M
|
42.2K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-235K- 12.35% |
$11.8M - $11.9M
|
1.67M
$84.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-295K- 16.6% |
$14.8M - $14.9M
|
1.48M
$74.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-295K- 2.29% |
$14.8M - $14.9M
|
12.6M
$637M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-311K- 5.17% |
$15.6M - $15.7M
|
5.7M
$288M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315K- 87.87% |
$15.8M - $15.9M
|
43.4K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 1.74% |
$17.1M - $17.2M
|
19.2M
$971M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-340K- 98.04% |
$17.1M - $17.2M
|
6.8K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341K- 8.96% |
$17.1M - $17.2M
|
3.46M
$175M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438K- 2.85% |
$22M - $22.1M
|
14.9M
$753M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-444K- 45.57% |
$22.3M - $22.4M
|
530K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-446K- 7.15% |
$22.4M - $22.5M
|
5.79M
$293M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-475K- 33.68% |
$23.8M - $24M
|
935K
$47.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-480K- 49.3% |
$24.1M - $24.2M
|
493K
$24.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-488K- 98.18% |
$24.5M - $24.6M
|
9.03K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520K- 12.13% |
$26.1M - $26.2M
|
3.77M
$190M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.5M- 99.43% |
$176M - $176M
|
20.1K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.52M- 48.75% |
$478M - $480M
|
10M
$505M
|