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
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
116KNew |
$5.83M - $5.86M
|
116K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116K+ 33613.33% |
$5.82M - $5.85M
|
116K
$5.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
115KNew |
$5.78M - $5.81M
|
115K
$5.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
114K+ 7.58% |
$5.71M - $5.73M
|
1.61M
$81.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
106K+ 55.56% |
$5.32M - $5.35M
|
297K
$15M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
98.9K+ 20.96% |
$4.97M - $4.99M
|
571K
$28.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
92.9K+ 131.8% |
$4.67M - $4.69M
|
163K
$8.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
84.1KNew |
$4.23M - $4.25M
|
84.1K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
84K+ 426.25% |
$4.22M - $4.24M
|
104K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
78.9KNew |
$3.96M - $3.98M
|
78.9K
$3.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
78.2K+ 20.14% |
$3.93M - $3.95M
|
466K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
75.7KNew |
$3.8M - $3.82M
|
75.7K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.7K+ 4.18% |
$3.8M - $3.82M
|
1.89M
$95.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
72.9K+ 149.91% |
$3.66M - $3.68M
|
122K
$6.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
71.4K+ 128.89% |
$3.59M - $3.6M
|
127K
$6.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
67.2K+ 56.27% |
$3.37M - $3.39M
|
187K
$9.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
65.2KNew |
$3.28M - $3.29M
|
65.2K
$3.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
60KNew |
$3.02M - $3.03M
|
60K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
58.2K+ 30.14% |
$2.92M - $2.93M
|
251K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
51.6KNew |
$2.59M - $2.6M
|
51.6K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
51K+ 38.73% |
$2.56M - $2.57M
|
183K
$9.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
50.9KNew |
$2.56M - $2.57M
|
50.9K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
49.8KNew |
$2.5M - $2.51M
|
49.8K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
48.5K+ 3.56% |
$2.44M - $2.45M
|
1.41M
$71.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.6K+ 17.13% |
$2.39M - $2.4M
|
325K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
43.6K+ 11.68% |
$2.19M - $2.2M
|
417K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
41.4KNew |
$2.08M - $2.09M
|
41.4K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
38.3K+ 603.5% |
$1.92M - $1.93M
|
44.6K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
38.2K+ 16.36% |
$1.92M - $1.93M
|
272K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
38.1KNew |
$1.92M - $1.92M
|
38.1K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
37.1KNew |
$1.86M - $1.87M
|
37.1K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
36.4K+ 147.2% |
$1.83M - $1.84M
|
61.2K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 4.15% |
$1.81M - $1.82M
|
906K
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35K+ 23.68% |
$1.76M - $1.77M
|
183K
$9.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
34.8K+ 16.24% |
$1.75M - $1.75M
|
249K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
34.1K+ 39.39% |
$1.71M - $1.72M
|
121K
$6.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
34KNew |
$1.71M - $1.71M
|
34K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
33.5KNew |
$1.68M - $1.69M
|
33.5K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.7K+ 22.06% |
$1.64M - $1.65M
|
181K
$9.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
31.9KNew |
$1.6M - $1.61M
|
31.9K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
31.6K+ 6.86% |
$1.59M - $1.59M
|
492K
$24.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.8K+ 2.89% |
$1.55M - $1.55M
|
1.09M
$55.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
30K+ 7.84% |
$1.51M - $1.51M
|
412K
$20.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
29.4K+ 12.44% |
$1.48M - $1.48M
|
266K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
27.7K+ 25.89% |
$1.39M - $1.4M
|
135K
$6.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
27.5K+ 1.43% |
$1.38M - $1.39M
|
1.95M
$98.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
27.1K+ 17.81% |
$1.36M - $1.37M
|
179K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
26.8K+ 12.07% |
$1.35M - $1.35M
|
249K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
25.1KNew |
$1.26M - $1.27M
|
25.1K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
25K+ 50.22% |
$1.26M - $1.26M
|
74.8K
$3.78M
|