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 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
$6.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-4.45K- 16.01% |
$224K - $225K
|
23.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.58K- 27.56% |
$230K - $231K
|
12K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.58K- 0.43% |
$230K - $231K
|
1.05M
$52.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-4.68K- 9.19% |
$235K - $236K
|
46.2K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.7K- 36.65% |
$236K - $237K
|
8.12K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.73K- 38.18% |
$238K - $239K
|
7.66K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.82K- 3.47% |
$242K - $243K
|
134K
$6.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.85K- 15.81% |
$244K - $245K
|
25.8K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5K- 7.05% |
$251K - $252K
|
65.9K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.17K- 22.02% |
$259K - $261K
|
18.3K
$920K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.32K- 52.61% |
$267K - $268K
|
4.79K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.32K- 7.97% |
$267K - $268K
|
61.4K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.77K- 15.36% |
$290K - $291K
|
31.8K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.77K- 48.56% |
$290K - $291K
|
6.12K
$308K
|
|
|
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
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.94K- 7.13% |
$349K - $350K
|
90.5K
$4.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.72K- 18.7% |
$388K - $390K
|
33.6K
$1.69M
|
|
|
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
$9.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.02K- 99.9% |
$453K - $455K
|
9
$453
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9.15K- 37.05% |
$459K - $461K
|
15.5K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-9.28K- 6.03% |
$466K - $468K
|
145K
$7.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.98K- 1.01% |
$501K - $504K
|
981K
$49.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-10.2K- 23.17% |
$511K - $513K
|
33.7K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-10.2K- 7.77% |
$515K - $517K
|
122K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-10.5K- 72.17% |
$526K - $528K
|
4.04K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.1K- 1.65% |
$556K - $559K
|
659K
$33.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-11.4K- 57.97% |
$571K - $573K
|
8.24K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12K- 23.49% |
$601K - $604K
|
39K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12K- 62.01% |
$601K - $604K
|
7.33K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-12.3K- 19.34% |
$620K - $623K
|
51.5K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 95.17% |
$634K - $637K
|
641
$32.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.4K- 75.87% |
$725K - $728K
|
4.59K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 15.73% |
$799K - $803K
|
85.2K
$4.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-16.6K- 78.98% |
$834K - $838K
|
4.42K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-16.7K- 62.28% |
$838K - $842K
|
10.1K
$508K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 20.37% |
$861K - $865K
|
67K
$3.37M
|
|
|
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
$203K
|
|
|
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
$9.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-20K- 10.53% |
$1M - $1.01M
|
170K
$8.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.2K- 70.8% |
$1.01M - $1.02M
|
8.33K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-21.3K- 6.48% |
$1.07M - $1.08M
|
308K
$15.5M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-21.8K- 9.18% |
$1.09M - $1.1M
|
216K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21.8K- 12.15% |
$1.1M - $1.1M
|
158K
$7.94M
|