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
|
Sheets Smith Wealth Management
|
SELL
|
- |
-568- 5.09% |
$28.5K - $28.7K
|
10.6K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-584- 6.45% |
$29.3K - $29.5K
|
8.48K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-590- 9.38% |
$29.6K - $29.8K
|
5.7K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-631- 1.66% |
$31.7K - $31.8K
|
37.4K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-636- 12.21% |
$31.9K - $32.1K
|
4.57K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-670- 0.39% |
$33.7K - $33.8K
|
171K
$8.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-690- 4.72% |
$34.7K - $34.8K
|
13.9K
$701K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-700- 7.29% |
$35.2K - $35.3K
|
8.9K
$448K
|
|
|
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
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-791- 12.16% |
$39.7K - $39.9K
|
5.72K
$288K
|
|
|
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
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-844- 3.0% |
$42.4K - $42.6K
|
27.3K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-874- 9.56% |
$43.9K - $44.1K
|
8.26K
$416K
|
|
|
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
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 1.44% |
$51.8K - $52.1K
|
70.9K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.12K- 8.12% |
$56.4K - $56.6K
|
12.7K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 10.18% |
$56.5K - $56.8K
|
9.93K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.2K- 2.15% |
$60.4K - $60.7K
|
54.6K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 10.68% |
$61.6K - $61.9K
|
10.3K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 20.76% |
$62.5K - $62.8K
|
4.75K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.37K- 5.65% |
$68.9K - $69.2K
|
22.9K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.38K- 49.5% |
$69.3K - $69.6K
|
1.41K
$70.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.29% |
$71.5K - $71.9K
|
109K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.49K- 33.96% |
$74.9K - $75.3K
|
2.9K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.59K- 9.19% |
$79.7K - $80.1K
|
15.7K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.71K- 27.0% |
$85.7K - $86.1K
|
4.62K
$232K
|
|
|
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
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.96K- 52.0% |
$98.6K - $99.1K
|
1.81K
$91.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.98K- 11.49% |
$99.7K - $100K
|
15.3K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.03K- 21.55% |
$102K - $102K
|
7.38K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 0.25% |
$108K - $108K
|
847K
$42.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.29K- 2.94% |
$115K - $116K
|
75.5K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.32K- 10.87% |
$116K - $117K
|
19K
$956K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.33K- 7.6% |
$117K - $118K
|
28.4K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.54K- 33.03% |
$127K - $128K
|
5.14K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.82K- 23.15% |
$142K - $142K
|
9.36K
$471K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.87K- 4.75% |
$144K - $145K
|
57.6K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 16.22% |
$151K - $151K
|
15.5K
$780K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.06K- 27.36% |
$154K - $155K
|
8.13K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-3.2K- 37.79% |
$161K - $161K
|
5.27K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.21K- 17.45% |
$161K - $162K
|
15.2K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.93K- 5.3% |
$198K - $198K
|
70.2K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-4.07K- 37.08% |
$204K - $205K
|
6.91K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4.24K- 1.42% |
$213K - $214K
|
293K
$14.8M
|