Latest Institutional Purchases of Wisdomtree Floating Rate Treas (USFR)
This list provides information on the latest institutional transactions involving Wisdomtree Floating Rate Treas (USFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
309+ 0.29% |
$15.5K - $15.6K
|
107K
$5.4M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
57New |
$2.86K - $2.87K
|
57
$2.88K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 79.55% |
$1.76K - $1.76K
|
79
$3.99K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
731KNew |
$36.7M - $36.8M
|
731K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100KNew |
$5.04M - $5.06M
|
100K
$5.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
34.5KNew |
$1.73M - $1.74M
|
34.5K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
32.8KNew |
$1.65M - $1.65M
|
32.8K
$1.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
17.4KNew |
$875K - $878K
|
17.4K
$879K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.9KNew |
$697K - $700K
|
13.9K
$701K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
10.3KNew |
$518K - $520K
|
10.3K
$521K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.55KNew |
$429K - $431K
|
8.55K
$432K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
3.33KNew |
$167K - $168K
|
3.33K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.23K+ 4.91% |
$162K - $163K
|
69.1K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.82KNew |
$91.2K - $91.6K
|
1.82K
$91.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.65K+ 19.81% |
$82.6K - $82.9K
|
9.95K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.28KNew |
$64.1K - $64.3K
|
1.28K
$64.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
668New |
$33.5K - $33.7K
|
668
$33.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
188New |
$9.44K - $9.47K
|
188
$9.49K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22New |
$1.1K - $1.11K
|
22
$1.11K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
437K+ 183.42% |
$21.9M - $22M
|
675K
$34.1M
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17.3KNew |
$871K - $874K
|
17.3K
$875K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
15.8KNew |
$794K - $796K
|
15.8K
$797K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.4KNew |
$672K - $674K
|
13.4K
$675K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.2KNew |
$612K - $613K
|
12.2K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11KNew |
$554K - $555K
|
11K
$556K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11K+ 6.41% |
$552K - $554K
|
182K
$9.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$269K - $270K
|
5.36K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.76K+ 1.89% |
$239K - $240K
|
257K
$13M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
975New |
$49K - $49.1K
|
975
$49.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
465+ 1.08% |
$23.4K - $23.4K
|
43.5K
$2.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
428New |
$21.5K - $21.6K
|
428
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
210New |
$10.6K - $10.6K
|
210
$10.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.01% |
$301 - $302
|
45.4K
$2.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$251 - $252
|
5
$252
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
188KNew |
$9.43M - $9.45M
|
188K
$9.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
130KNew |
$6.54M - $6.56M
|
130K
$6.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
104KNew |
$5.21M - $5.22M
|
104K
$5.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
31.4K+ 262.0% |
$1.58M - $1.58M
|
43.4K
$2.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$668K - $670K
|
13.3K
$671K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.33KNew |
$368K - $369K
|
7.33K
$370K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.37KNew |
$320K - $321K
|
6.37K
$321K
|
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.97KNew |
$300K - $301K
|
5.97K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.38KNew |
$170K - $170K
|
3.38K
$171K
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
3.3K+ 2.91% |
$166K - $166K
|
117K
$5.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.08KNew |
$155K - $155K
|
3.08K
$156K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
849New |
$42.7K - $42.8K
|
849
$42.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
453New |
$22.8K - $22.8K
|
453
$22.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
417New |
$21K - $21K
|
417
$21K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
398New |
$20K - $20.1K
|
398
$20.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287New |
$14.4K - $14.5K
|
287
$14.5K
|
|