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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 10.26% |
$76.6K - $76.9K
|
16.4K
$824K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.51K+ 3.62% |
$76K - $76.3K
|
43.3K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.5K+ 10.44% |
$75.1K - $75.4K
|
15.8K
$796K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.49K+ 15.35% |
$74.8K - $75.2K
|
11.2K
$563K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
1.49K+ 1.83% |
$74.6K - $74.9K
|
82.7K
$4.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.28K+ 4.16% |
$64.5K - $64.8K
|
32.2K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.27K+ 7.31% |
$63.6K - $63.9K
|
18.6K
$936K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.26K+ 3.62% |
$63.2K - $63.5K
|
36K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.2KNew |
$60.2K - $60.5K
|
1.2K
$60.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 6.63% |
$60.1K - $60.4K
|
19.2K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 2.5% |
$60.1K - $60.4K
|
49K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 0.48% |
$57.3K - $57.5K
|
240K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
996+ 0.79% |
$50K - $50.3K
|
128K
$6.43M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
960+ 7.81% |
$48.2K - $48.4K
|
13.3K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
936+ 7.31% |
$47K - $47.2K
|
13.7K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
902+ 0.48% |
$45.3K - $45.5K
|
191K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
886+ 4.52% |
$44.5K - $44.7K
|
20.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
882+ 0.63% |
$44.3K - $44.5K
|
142K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
880New |
$44.2K - $44.4K
|
880
$44.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
858New |
$43.1K - $43.3K
|
858
$43.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
837New |
$42K - $42.2K
|
837
$42.1K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
825+ 3.18% |
$41.4K - $41.6K
|
26.8K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
778New |
$39.1K - $39.3K
|
778
$39.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
727+ 21.96% |
$36.5K - $36.7K
|
4.04K
$203K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
687+ 50.0% |
$34.5K - $34.7K
|
2.06K
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
667New |
$33.5K - $33.7K
|
667
$33.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
665+ 3.5% |
$33.4K - $33.6K
|
19.7K
$990K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
660+ 1.08% |
$33.2K - $33.3K
|
61.7K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
625+ 88.78% |
$31.4K - $31.5K
|
1.33K
$66.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
608+ 10.12% |
$30.5K - $30.7K
|
6.62K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
599+ 1.39% |
$30.1K - $30.2K
|
43.8K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
584+ 12.02% |
$29.3K - $29.5K
|
5.44K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
575+ 15.54% |
$28.9K - $29K
|
4.28K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
530New |
$26.6K - $26.7K
|
530
$26.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
521+ 0.3% |
$26.2K - $26.3K
|
172K
$8.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
497+ 41.42% |
$25K - $25.1K
|
1.7K
$85.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
373+ 1.17% |
$18.7K - $18.8K
|
32.2K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
352+ 0.1% |
$17.7K - $17.8K
|
357K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
340+ 2.62% |
$17.1K - $17.2K
|
13.3K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
282New |
$14.2K - $14.2K
|
282
$14.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
279+ 3.6% |
$14K - $14.1K
|
8.03K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
258+ 73.93% |
$13K - $13K
|
607
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
208+ 0.78% |
$10.4K - $10.5K
|
27K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
203+ 1.35% |
$10.2K - $10.2K
|
15.2K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$10K - $10.1K
|
200
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173+ 14.91% |
$8.69K - $8.73K
|
1.33K
$67.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
141+ 0.44% |
$7.08K - $7.11K
|
32K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
139+ 3.18% |
$6.98K - $7.01K
|
4.51K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
139+ 0.69% |
$6.98K - $7.01K
|
20.4K
$1.03M
|