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 |
|---|---|---|---|---|---|---|---|
|
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
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.38KNew |
$170K - $170K
|
3.38K
$170K
|
|
|
Jul 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
3.3K+ 2.91% |
$166K - $166K
|
117K
$5.89M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.08KNew |
$155K - $155K
|
3.08K
$155K
|
|
|
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
$22.8K
|
|
|
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
$20K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
287New |
$14.4K - $14.5K
|
287
$14.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
202New |
$10.2K - $10.2K
|
202
$10.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
28New |
$1.41K - $1.41K
|
28
$1.41K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.51KNew |
$126K - $126K
|
2.51K
$127K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
750New |
$37.6K - $37.7K
|
750
$37.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
455New |
$22.8K - $22.9K
|
455
$22.9K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
250New |
$12.5K - $12.6K
|
250
$12.6K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
94+ 20.43% |
$4.72K - $4.73K
|
554
$27.9K
|
|