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 |
|---|---|---|---|---|---|---|---|
|
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
$9.32K
|
|
| 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
$50.1M
|
|
|
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
$8.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
62.8KNew |
$3.16M - $3.17M
|
62.8K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
33.6K+ 20.55% |
$1.69M - $1.7M
|
197K
$9.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27.2KNew |
$1.37M - $1.38M
|
27.2K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
21.4KNew |
$1.07M - $1.08M
|
21.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.3KNew |
$970K - $974K
|
19.3K
$971K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
14.9K+ 3.46% |
$748K - $752K
|
446K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
12.9KNew |
$649K - $652K
|
12.9K
$650K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.99KNew |
$502K - $504K
|
9.99K
$503K
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
9.45K+ 4.07% |
$475K - $477K
|
242K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.79KNew |
$442K - $444K
|
8.79K
$443K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.53K+ 12.97% |
$278K - $279K
|
48.1K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.24KNew |
$213K - $214K
|
4.24K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.76K+ 10.93% |
$139K - $139K
|
28K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.29K+ 10.37% |
$115K - $115K
|
24.3K
$1.22M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
850New |
$42.7K - $42.9K
|
850
$42.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
755New |
$38K - $38.1K
|
755
$38K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
533+ 0.28% |
$26.8K - $26.9K
|
191K
$9.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
364+ 3.4% |
$18.3K - $18.4K
|
11.1K
$557K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
256+ 5.61% |
$12.9K - $12.9K
|
4.82K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
214New |
$10.8K - $10.8K
|
214
$10.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
95New |
$4.78K - $4.8K
|
95
$4.78K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
70+ 1.26% |
$3.52K - $3.54K
|
5.62K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45New |
$2.26K - $2.27K
|
45
$2.27K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$352 - $354
|
7
$353
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
222K+ 16.96% |
$11.1M - $11.2M
|
1.53M
$77M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
145KNew |
$7.3M - $7.34M
|
145K
$7.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
44.1KNew |
$2.22M - $2.23M
|
44.1K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20KNew |
$1M - $1.01M
|
20K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.1K+ 4.32% |
$557K - $560K
|
268K
$13.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
10KNew |
$502K - $505K
|
10K
$504K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10KNew |
$502K - $505K
|
10K
$504K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.92KNew |
$498K - $501K
|
9.92K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
6.3KNew |
$316K - $318K
|
6.3K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.34KNew |
$218K - $219K
|
4.34K
$218K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.98KNew |
$200K - $201K
|
3.98K
$200K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.74K+ 47.83% |
$188K - $189K
|
11.6K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.1K+ 42.39% |
$106K - $106K
|
7.07K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
665New |
$33.4K - $33.6K
|
665
$33.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
402New |
$20.2K - $20.3K
|
402
$20.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$5.02K - $5.05K
|
100
$5.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
88New |
$4.42K - $4.44K
|
88
$4.43K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$1.36K - $1.36K
|
27
$1.36K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
71.5K+ 7.01% |
$3.59M - $3.6M
|
1.09M
$55M
|
|