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 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-10.2K- 7.77% |
$515K - $517K
|
122K
$6.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.5K- 72.17% |
$526K - $528K
|
4.04K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.1K- 1.65% |
$556K - $559K
|
659K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-11.4K- 57.97% |
$571K - $573K
|
8.24K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12K- 62.01% |
$601K - $604K
|
7.33K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12K- 23.49% |
$601K - $604K
|
39K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-12.3K- 19.34% |
$620K - $623K
|
51.5K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 95.17% |
$634K - $637K
|
641
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.4K- 75.87% |
$725K - $728K
|
4.59K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 15.73% |
$799K - $803K
|
85.2K
$4.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-16.6K- 78.98% |
$834K - $838K
|
4.42K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-16.7K- 62.28% |
$838K - $842K
|
10.1K
$510K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 20.37% |
$861K - $865K
|
67K
$3.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-17.4K- 6.02% |
$876K - $880K
|
272K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17.6K- 81.34% |
$885K - $889K
|
4.04K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-17.9K- 6.26% |
$900K - $904K
|
268K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.7K- 9.31% |
$990K - $995K
|
192K
$9.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-20K- 10.53% |
$1M - $1.01M
|
170K
$8.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.2K- 70.8% |
$1.01M - $1.02M
|
8.33K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-21.3K- 6.48% |
$1.07M - $1.08M
|
308K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21.8K- 12.15% |
$1.1M - $1.1M
|
158K
$7.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.8K- 10.32% |
$1.15M - $1.15M
|
198K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 8.75% |
$1.18M - $1.19M
|
245K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-24.2K- 20.09% |
$1.21M - $1.22M
|
96.1K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-27.1K- 17.19% |
$1.36M - $1.37M
|
130K
$6.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-28.4K- 99.56% |
$1.43M - $1.43M
|
125
$6.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-31.4K- 20.57% |
$1.58M - $1.58M
|
121K
$6.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-34K- 15.18% |
$1.71M - $1.72M
|
190K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35K- 73.13% |
$1.76M - $1.77M
|
12.9K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36.1K- 14.56% |
$1.82M - $1.82M
|
212K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-36.2K- 32.43% |
$1.82M - $1.83M
|
75.4K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-37.4K- 10.23% |
$1.88M - $1.89M
|
329K
$16.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-39.9K- 28.43% |
$2M - $2.01M
|
100K
$5.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-41.1K- 8.37% |
$2.07M - $2.08M
|
450K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-41.6K- 45.38% |
$2.09M - $2.1M
|
50K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-43K- 76.45% |
$2.16M - $2.17M
|
13.2K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.1K- 11.64% |
$2.16M - $2.17M
|
327K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-46.3K- 51.98% |
$2.32M - $2.34M
|
42.8K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-48K- 38.18% |
$2.41M - $2.42M
|
77.8K
$3.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48.2K- 39.97% |
$2.42M - $2.43M
|
72.4K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49K- 77.14% |
$2.46M - $2.47M
|
14.5K
$733K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52.1K- 31.74% |
$2.62M - $2.63M
|
112K
$5.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52.6K- 15.23% |
$2.64M - $2.65M
|
293K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-54.4K- 11.99% |
$2.73M - $2.75M
|
400K
$20.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-55.1K- 32.88% |
$2.77M - $2.78M
|
112K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-56.5K- 29.83% |
$2.84M - $2.85M
|
133K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-58.5K- 28.44% |
$2.94M - $2.95M
|
147K
$7.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-59.9K- 51.25% |
$3.01M - $3.02M
|
57K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.5K- 52.81% |
$3.04M - $3.05M
|
54K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-64.5K- 63.91% |
$3.24M - $3.25M
|
36.4K
$1.84M
|