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 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4- 0.03% |
$201 - $202
|
12.6K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 0.08% |
$251 - $252
|
5.89K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8- 0.17% |
$402 - $404
|
4.76K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-36- 0.08% |
$1.81K - $1.82K
|
44K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-52- 41.94% |
$2.61K - $2.62K
|
72
$3.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-70- 1.16% |
$3.52K - $3.53K
|
5.99K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-85- 0.83% |
$4.27K - $4.29K
|
10.1K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-152- 0.45% |
$7.63K - $7.67K
|
33.9K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-154- 1.41% |
$7.74K - $7.77K
|
10.7K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-173- 3.25% |
$8.69K - $8.73K
|
5.15K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 2.31% |
$9.39K - $9.44K
|
7.92K
$400K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 8.34% |
$10K - $10.1K
|
2.2K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-207- 15.0% |
$10.4K - $10.4K
|
1.17K
$59.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 0.04% |
$11.6K - $11.7K
|
527K
$26.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-307- 50.58% |
$15.4K - $15.5K
|
300
$15.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-311- 0.51% |
$15.6K - $15.7K
|
61.1K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-313- 89.43% |
$15.7K - $15.8K
|
37
$1.87K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-374- 46.46% |
$18.8K - $18.9K
|
431
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-412- 45.78% |
$20.7K - $20.8K
|
488
$24.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-455- 1.0% |
$22.9K - $23K
|
45.1K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-456- 10.2% |
$22.9K - $23K
|
4.01K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-460- 39.35% |
$23.1K - $23.2K
|
709
$35.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-461- 0.99% |
$23.2K - $23.3K
|
46.3K
$2.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-547- 6.72% |
$27.5K - $27.6K
|
7.59K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-568- 5.09% |
$28.5K - $28.7K
|
10.6K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-584- 6.45% |
$29.3K - $29.5K
|
8.48K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-590- 9.38% |
$29.6K - $29.8K
|
5.7K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-631- 1.66% |
$31.7K - $31.8K
|
37.4K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-636- 12.21% |
$31.9K - $32.1K
|
4.57K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-670- 0.39% |
$33.7K - $33.8K
|
171K
$8.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-690- 4.72% |
$34.7K - $34.8K
|
13.9K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 7.29% |
$35.2K - $35.3K
|
8.9K
$449K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-730- 2.66% |
$36.7K - $36.8K
|
26.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-750- 0.78% |
$37.7K - $37.8K
|
96K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-791- 12.16% |
$39.7K - $39.9K
|
5.72K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-816- 3.75% |
$41K - $41.2K
|
21K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-829- 0.74% |
$41.6K - $41.8K
|
112K
$5.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-844- 3.0% |
$42.4K - $42.6K
|
27.3K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-874- 9.56% |
$43.9K - $44.1K
|
8.26K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-941- 22.87% |
$47.3K - $47.5K
|
3.17K
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-981- 20.48% |
$49.3K - $49.5K
|
3.81K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.03K- 2.53% |
$51.7K - $52K
|
39.6K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 1.44% |
$51.8K - $52.1K
|
70.9K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.12K- 8.12% |
$56.4K - $56.6K
|
12.7K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 10.18% |
$56.5K - $56.8K
|
9.93K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.2K- 2.15% |
$60.4K - $60.7K
|
54.6K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 10.68% |
$61.6K - $61.9K
|
10.3K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 20.76% |
$62.5K - $62.8K
|
4.75K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 5.65% |
$68.9K - $69.2K
|
22.9K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.38K- 49.5% |
$69.3K - $69.6K
|
1.41K
$71.1K
|