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 |
|---|---|---|---|---|---|---|---|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
136+ 1.17% |
$6.83K - $6.86K
|
11.8K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
130New |
$6.53K - $6.56K
|
130
$6.54K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
124+ 3.04% |
$6.23K - $6.26K
|
4.21K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 0.69% |
$4.37K - $4.39K
|
12.6K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
81+ 1.4% |
$4.07K - $4.09K
|
5.89K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
78+ 0.43% |
$3.92K - $3.94K
|
18.1K
$909K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
70New |
$3.52K - $3.53K
|
70
$3.52K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
53+ 0.36% |
$2.66K - $2.67K
|
14.7K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$2.21K - $2.22K
|
44
$2.21K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
35+ 0.08% |
$1.76K - $1.77K
|
44.5K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$1.26K - $1.26K
|
25
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.15% |
$1.26K - $1.26K
|
17K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 1.13% |
$904 - $908
|
1.61K
$80.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 1.15% |
$653 - $656
|
1.14K
$57.5K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
12+ 0.13% |
$603 - $606
|
9.02K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$452 - $454
|
9
$453
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 0.55% |
$402 - $404
|
1.47K
$73.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7+ 0.17% |
$352 - $353
|
4.22K
$212K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6New |
$301 - $303
|
6
$302
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3+ 0.02% |
$151 - $151
|
19.3K
$971K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3+ 33.33% |
$151 - $151
|
12
$604
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 1.04% |
$100 - $101
|
195
$9.81K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.46% |
$100 - $101
|
139
$6.99K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 5.26% |
$50.2 - $50.5
|
20
$1.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$100 - $101
|
5.04K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4- 0.03% |
$201 - $202
|
12.6K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 0.08% |
$251 - $252
|
5.89K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8- 0.17% |
$402 - $404
|
4.76K
$240K
|
|
|
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
$3.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-70- 1.16% |
$3.52K - $3.53K
|
5.99K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-85- 0.83% |
$4.27K - $4.29K
|
10.1K
$510K
|
|
|
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
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-173- 3.25% |
$8.69K - $8.73K
|
5.15K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 2.31% |
$9.39K - $9.44K
|
7.92K
$398K
|
|
|
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
$59K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-231- 0.04% |
$11.6K - $11.7K
|
527K
$26.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-307- 50.58% |
$15.4K - $15.5K
|
300
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-311- 0.51% |
$15.6K - $15.7K
|
61.1K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-313- 89.43% |
$15.7K - $15.8K
|
37
$1.86K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-374- 46.46% |
$18.8K - $18.9K
|
431
$21.7K
|
|
|
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
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-456- 10.2% |
$22.9K - $23K
|
4.01K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-460- 39.35% |
$23.1K - $23.2K
|
709
$35.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-461- 0.99% |
$23.2K - $23.3K
|
46.3K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-547- 6.72% |
$27.5K - $27.6K
|
7.59K
$382K
|