Institutional Ownership Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR). We have compiled data on the 613 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
27,347,752
shares
|
$1.38 Billion
45.91% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,836,368
shares
|
$1.05 Billion
0.08% of portfolio
|
Q1 2025
Added 108.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
18,769,622
shares
|
$944 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
15,633,504
shares
|
$787 Million
0.06% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,794,277
shares
|
$644 Million
0.26% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,618,445
shares
|
$333 Million
0.06% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,364,168
shares
|
$320 Million
0.12% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,273,301
shares
|
$316 Million
0.81% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,766,837
shares
|
$290 Million
18.92% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
5,598,422
shares
|
$282 Million
46.76% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,377,432
shares
|
$220 Million
0.06% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,341,912
shares
|
$168 Million
0.04% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,105,954
shares
|
$156 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,827,540
shares
|
$142 Million
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,587,095
shares
|
$130 Million
0.18% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,357,417
shares
|
$119 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,329,639
shares
|
$117 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,275,700
shares
|
$115 Million
0.18% of portfolio
|
Q1 2025
Added 24.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,000,086
shares
|
$101 Million
3.29% of portfolio
|
Q1 2025
Added 19.74%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,940,828
shares
|
$97.7 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,812,462
shares
|
$91.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,786,567
shares
|
$89.9 Million
0.21% of portfolio
|
Q1 2025
Added 79.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,704,077
shares
|
$85.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,610,304
shares
|
$81 Million
8.42% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,572,295
shares
|
$79.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.24%
|