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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.8K- 10.32% |
$1.15M - $1.15M
|
198K
$9.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 8.75% |
$1.18M - $1.19M
|
245K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-24.2K- 20.09% |
$1.21M - $1.22M
|
96.1K
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-27.1K- 17.19% |
$1.36M - $1.37M
|
130K
$6.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-28.4K- 99.56% |
$1.43M - $1.43M
|
125
$6.29K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.8K- 3.4% |
$1.45M - $1.45M
|
818K
$41.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-31.4K- 20.57% |
$1.58M - $1.58M
|
121K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-34K- 15.18% |
$1.71M - $1.72M
|
190K
$9.56M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35K- 73.13% |
$1.76M - $1.77M
|
12.9K
$647K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.1K- 14.56% |
$1.82M - $1.82M
|
212K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-36.2K- 32.43% |
$1.82M - $1.83M
|
75.4K
$3.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-37.4K- 10.23% |
$1.88M - $1.89M
|
329K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-39.9K- 28.43% |
$2M - $2.01M
|
100K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-41.1K- 8.37% |
$2.07M - $2.08M
|
450K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41.6K- 45.38% |
$2.09M - $2.1M
|
50K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43K- 76.45% |
$2.16M - $2.17M
|
13.2K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.1K- 11.64% |
$2.16M - $2.17M
|
327K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-46.3K- 51.98% |
$2.32M - $2.34M
|
42.8K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-48K- 38.18% |
$2.41M - $2.42M
|
77.8K
$3.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48.2K- 39.97% |
$2.42M - $2.43M
|
72.4K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49K- 77.14% |
$2.46M - $2.47M
|
14.5K
$730K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.1K- 31.74% |
$2.62M - $2.63M
|
112K
$5.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52.6K- 15.23% |
$2.64M - $2.65M
|
293K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-54.4K- 11.99% |
$2.73M - $2.75M
|
400K
$20.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-55.1K- 32.88% |
$2.77M - $2.78M
|
112K
$5.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-56.5K- 29.83% |
$2.84M - $2.85M
|
133K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-58.5K- 28.44% |
$2.94M - $2.95M
|
147K
$7.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-59.9K- 51.25% |
$3.01M - $3.02M
|
57K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 52.81% |
$3.04M - $3.05M
|
54K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-64.5K- 63.91% |
$3.24M - $3.25M
|
36.4K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-70.1K- 39.19% |
$3.52M - $3.54M
|
109K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-71.1K- 93.97% |
$3.57M - $3.59M
|
4.56K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-72.9K- 28.18% |
$3.66M - $3.68M
|
186K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-74.9K- 10.82% |
$3.76M - $3.78M
|
617K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-77.6K- 30.82% |
$3.9M - $3.91M
|
174K
$8.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-80.1K- 8.87% |
$4.02M - $4.04M
|
823K
$41.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-87.2K- 9.09% |
$4.38M - $4.4M
|
872K
$43.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-99.7K- 25.65% |
$5.01M - $5.03M
|
289K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-102K- 14.77% |
$5.14M - $5.16M
|
591K
$29.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-105K- 71.44% |
$5.26M - $5.28M
|
41.8K
$2.1M
|
|
|
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
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-110K- 13.9% |
$5.53M - $5.56M
|
682K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-115K- 59.51% |
$5.76M - $5.79M
|
78.1K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120K- 16.45% |
$6.01M - $6.04M
|
608K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-148K- 83.67% |
$7.43M - $7.47M
|
28.9K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-156K- 29.43% |
$7.83M - $7.87M
|
374K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-156K- 34.64% |
$7.85M - $7.89M
|
295K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-160K- 81.93% |
$8.02M - $8.05M
|
35.2K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-173K- 33.1% |
$8.67M - $8.71M
|
349K
$17.5M
|