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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
590KNew |
$29.6M - $29.8M
|
590K
$29.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
127KNew |
$6.38M - $6.42M
|
127K
$6.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.3KNew |
$3.03M - $3.05M
|
60.3K
$3.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.4KNew |
$2.38M - $2.39M
|
47.4K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
45.1KNew |
$2.27M - $2.28M
|
45.1K
$2.28M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
25KNew |
$1.26M - $1.26M
|
25K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20KNew |
$1M - $1.01M
|
20K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18.5KNew |
$927K - $933K
|
18.5K
$932K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.1K+ 58.99% |
$908K - $913K
|
48.8K
$2.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
16.8KNew |
$844K - $848K
|
16.8K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
15.8KNew |
$793K - $798K
|
15.8K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
15.1KNew |
$758K - $762K
|
15.1K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.9KNew |
$597K - $601K
|
11.9K
$600K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11.7KNew |
$588K - $591K
|
11.7K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.45KNew |
$474K - $477K
|
9.45K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.17KNew |
$460K - $463K
|
9.17K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.88KNew |
$446K - $448K
|
8.88K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.96KNew |
$299K - $301K
|
5.96K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.29KNew |
$266K - $267K
|
5.29K
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5.02KNew |
$252K - $253K
|
5.02K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
5KNew |
$251K - $252K
|
5K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.76KNew |
$239K - $240K
|
4.76K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.71KNew |
$236K - $238K
|
4.71K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.5KNew |
$226K - $227K
|
4.5K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.03KNew |
$203K - $204K
|
4.03K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.83K+ 53.8% |
$193K - $194K
|
11K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.58KNew |
$180K - $181K
|
3.58K
$181K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.95KNew |
$148K - $149K
|
2.95K
$149K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.94K+ 47.3% |
$148K - $149K
|
9.17K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.73KNew |
$87K - $87.4K
|
1.73K
$87.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.37K+ 20.09% |
$68.6K - $69K
|
8.16K
$412K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.16K+ 1.69% |
$58.4K - $58.8K
|
70K
$3.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
983New |
$49.4K - $49.6K
|
983
$49.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
981+ 13.02% |
$49.3K - $49.5K
|
8.51K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
BUY
|
- |
865+ 13.22% |
$43.4K - $43.7K
|
7.41K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
695New |
$34.9K - $35.1K
|
695
$35.1K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
681New |
$34.2K - $34.4K
|
681
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
655New |
$32.9K - $33.1K
|
655
$33.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
350New |
$17.6K - $17.7K
|
350
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
235New |
$11.8K - $11.9K
|
235
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
202+ 1.27% |
$10.1K - $10.2K
|
16.1K
$811K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
201+ 0.33% |
$10.1K - $10.1K
|
61.1K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
185New |
$9.29K - $9.34K
|
185
$9.34K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.06MNew |
$104M - $104M
|
2.06M
$104M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
996KNew |
$50.1M - $50.3M
|
996K
$50.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
385KNew |
$19.4M - $19.5M
|
385K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
172KNew |
$8.67M - $8.71M
|
172K
$8.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62.8KNew |
$3.16M - $3.17M
|
62.8K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
33.6K+ 20.55% |
$1.69M - $1.7M
|
197K
$9.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27.2KNew |
$1.37M - $1.38M
|
27.2K
$1.37M
|
|