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 |
|---|---|---|---|---|---|---|---|
|
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
$4.24M
|
|
|
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
$59.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-218K- 83.76% |
$10.9M - $11M
|
42.2K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-235K- 12.35% |
$11.8M - $11.9M
|
1.67M
$84M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-295K- 16.6% |
$14.8M - $14.9M
|
1.48M
$74.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-295K- 2.29% |
$14.8M - $14.9M
|
12.6M
$634M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-311K- 5.17% |
$15.6M - $15.7M
|
5.7M
$287M
|
|
|
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
$968M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-340K- 98.04% |
$17.1M - $17.2M
|
6.8K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-341K- 8.96% |
$17.1M - $17.2M
|
3.46M
$174M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-393K- 21.7% |
$19.8M - $19.8M
|
1.42M
$71.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438K- 2.85% |
$22M - $22.1M
|
14.9M
$751M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-444K- 45.57% |
$22.3M - $22.4M
|
530K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-446K- 7.15% |
$22.4M - $22.5M
|
5.79M
$291M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-475K- 33.68% |
$23.8M - $24M
|
935K
$47M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-480K- 49.3% |
$24.1M - $24.2M
|
493K
$24.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-488K- 98.18% |
$24.5M - $24.6M
|
9.03K
$454K
|
|
|
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
$503M
|