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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.29% |
$71.5K - $71.9K
|
109K
$5.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.49K- 33.96% |
$74.9K - $75.3K
|
2.9K
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.59K- 9.19% |
$79.7K - $80.1K
|
15.7K
$792K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.71K- 27.0% |
$85.7K - $86.1K
|
4.62K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.81K- 5.65% |
$90.7K - $91.1K
|
30.1K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 7.63% |
$93.8K - $94.2K
|
22.6K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.87K- 4.88% |
$94.1K - $94.6K
|
36.6K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.96K- 52.0% |
$98.6K - $99.1K
|
1.81K
$91.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 11.49% |
$99.7K - $100K
|
15.3K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.03K- 21.55% |
$102K - $102K
|
7.38K
$373K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 0.25% |
$108K - $108K
|
847K
$42.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.29K- 2.94% |
$115K - $116K
|
75.5K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.32K- 10.87% |
$116K - $117K
|
19K
$959K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.54K- 33.03% |
$127K - $128K
|
5.14K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.82K- 23.15% |
$142K - $142K
|
9.36K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 16.22% |
$151K - $151K
|
15.5K
$783K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.06K- 27.36% |
$154K - $155K
|
8.13K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-3.2K- 37.79% |
$161K - $161K
|
5.27K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.21K- 17.45% |
$161K - $162K
|
15.2K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.93K- 5.3% |
$198K - $198K
|
70.2K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-4.07K- 37.08% |
$204K - $205K
|
6.91K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.24K- 1.42% |
$213K - $214K
|
293K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.34K- 66.53% |
$218K - $219K
|
2.18K
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.38K- 97.14% |
$220K - $221K
|
129
$6.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-4.45K- 16.01% |
$224K - $225K
|
23.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.58K- 27.56% |
$230K - $231K
|
12K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 0.43% |
$230K - $231K
|
1.05M
$53M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-4.68K- 9.19% |
$235K - $236K
|
46.2K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.7K- 36.65% |
$236K - $237K
|
8.12K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.73K- 38.18% |
$238K - $239K
|
7.66K
$387K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.82K- 3.47% |
$242K - $243K
|
134K
$6.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.85K- 15.81% |
$244K - $245K
|
25.8K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5K- 7.05% |
$251K - $252K
|
65.9K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.17K- 22.02% |
$259K - $261K
|
18.3K
$924K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 52.61% |
$267K - $268K
|
4.79K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.32K- 7.97% |
$267K - $268K
|
61.4K
$3.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.77K- 15.36% |
$290K - $291K
|
31.8K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.77K- 48.56% |
$290K - $291K
|
6.12K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.91K- 21.13% |
$297K - $298K
|
22.1K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.55K- 18.86% |
$329K - $331K
|
28.2K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.64K- 39.71% |
$334K - $335K
|
10.1K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.94K- 7.13% |
$349K - $350K
|
90.5K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.72K- 18.7% |
$388K - $390K
|
33.6K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.93K- 26.86% |
$398K - $400K
|
21.6K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.86K- 4.34% |
$445K - $447K
|
195K
$9.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.02K- 99.9% |
$453K - $455K
|
9
$455
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9.15K- 37.05% |
$459K - $461K
|
15.5K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-9.28K- 6.03% |
$466K - $468K
|
145K
$7.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.98K- 1.01% |
$501K - $504K
|
981K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.2K- 23.17% |
$511K - $513K
|
33.7K
$1.7M
|