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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13.8K+ 82.08% |
$695K - $699K
|
30.7K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.8K+ 8.86% |
$693K - $697K
|
170K
$8.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
12.8KNew |
$643K - $646K
|
12.8K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.1K+ 43.58% |
$558K - $561K
|
36.6K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9.97KNew |
$500K - $503K
|
9.97K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.96KNew |
$500K - $503K
|
9.96K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.71K+ 104.35% |
$487K - $490K
|
19K
$958K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
9.64K+ 3.35% |
$484K - $487K
|
297K
$15M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.61K+ 4.9% |
$482K - $485K
|
206K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.53K+ 34.47% |
$478K - $481K
|
37.2K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.15K+ 7.72% |
$459K - $462K
|
128K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.89KNew |
$446K - $449K
|
8.89K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.42KNew |
$422K - $425K
|
8.42K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.36K+ 136.64% |
$420K - $422K
|
14.5K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.97K+ 2.13% |
$400K - $403K
|
382K
$19.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.31K+ 17.91% |
$367K - $369K
|
48.1K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.24K+ 99.59% |
$363K - $365K
|
14.5K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
6.45KNew |
$324K - $325K
|
6.45K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.33K+ 19.99% |
$318K - $320K
|
38K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.45K+ 2.52% |
$273K - $275K
|
221K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.21KNew |
$261K - $263K
|
5.21K
$262K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.21KNew |
$261K - $263K
|
5.21K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.17K+ 7.02% |
$259K - $261K
|
78.7K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.98KNew |
$250K - $251K
|
4.98K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.94K+ 29.45% |
$248K - $249K
|
21.7K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.79K+ 76.74% |
$240K - $242K
|
11K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 163.24% |
$236K - $237K
|
7.58K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.7KNew |
$236K - $237K
|
4.7K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.61KNew |
$232K - $233K
|
4.61K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.47KNew |
$224K - $226K
|
4.47K
$225K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.37K+ 2.3% |
$219K - $221K
|
195K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.16K+ 1.18% |
$209K - $210K
|
357K
$18M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$205K - $206K
|
4.09K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.01K+ 26.68% |
$201K - $202K
|
19K
$958K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 24.12% |
$196K - $198K
|
20.1K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.83K+ 11.07% |
$192K - $193K
|
38.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.82K+ 2.17% |
$192K - $193K
|
180K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.79K+ 10.0% |
$190K - $192K
|
41.8K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 33.78% |
$169K - $170K
|
13.3K
$671K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.29K+ 8.04% |
$165K - $166K
|
44.2K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.95K+ 0.28% |
$148K - $149K
|
1.05M
$53.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.94K+ 55.72% |
$148K - $148K
|
8.22K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.83K+ 13.23% |
$142K - $143K
|
24.3K
$1.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.8KNew |
$141K - $141K
|
2.8K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.69K+ 7.1% |
$135K - $136K
|
40.6K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.5K+ 2.53% |
$126K - $126K
|
102K
$5.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5K+ 4.26% |
$125K - $126K
|
61.1K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.41K+ 5.59% |
$121K - $122K
|
45.6K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.1K+ 37.67% |
$105K - $106K
|
7.68K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.05K+ 2.07% |
$103K - $103K
|
101K
$5.09M
|