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 497 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 23, 2024 Q1 2024 |
24,834,338
shares
|
$1.25 Billion
33.69% of portfolio
|
Q1 2024
Added 21.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
24,307,672
shares
|
$1.22 Billion
0.12% of portfolio
|
Q1 2024
Reduced 8.67%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
20,672,568
shares
|
$1.04 Billion
0.08% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
13,171,718
shares
|
$663 Million
0.06% of portfolio
|
Q1 2024
Added 25.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
13,024,833
shares
|
$656 Million
0.36% of portfolio
|
Q1 2024
Added 2.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
7,931,789
shares
|
$399 Million
0.11% of portfolio
|
Q1 2024
Reduced 11.7%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
7,206,471
shares
|
$363 Million
0.09% of portfolio
|
Q1 2024
Reduced 9.65%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
6,087,286
shares
|
$307 Million
22.39% of portfolio
|
Q1 2024
Added 6.86%
|
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
4,870,490
shares
|
$245 Million
5.55% of portfolio
|
Q1 2024
Reduced 12.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
4,617,542
shares
|
$233 Million
0.77% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,482,079
shares
|
$226 Million
0.05% of portfolio
|
Q1 2024
Added 3.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,974,347
shares
|
$200 Million
0.05% of portfolio
|
Q1 2024
Reduced 16.11%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,712,909
shares
|
$137 Million
0.05% of portfolio
|
Q1 2024
Added 24.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,510,839
shares
|
$126 Million
0.21% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 10, 2024 Q1 2024 |
2,447,887
shares
|
$123 Million
3.48% of portfolio
|
Q1 2024
Added 8.67%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,325,596
shares
|
$117 Million
0.85% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,999,937
shares
|
$101 Million
0.7% of portfolio
|
Q1 2024
Added 40.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,995,400
shares
|
$100 Million
0.15% of portfolio
|
Q1 2024
Reduced 15.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,981,629
shares
|
$99.8 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
1,977,670
shares
|
$99.6 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,907,807
shares
|
$96.1 Million
0.23% of portfolio
|
Q1 2024
Added 854.87%
|
|
|
Camden Capital, LLC
|
May 15, 2024 Q1 2024 |
1,894,585
shares
|
$95.4 Million
8.35% of portfolio
|
Q1 2024
Added 28.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,664,114
shares
|
$83.8 Million
0.19% of portfolio
|
Q1 2024
Reduced 57.23%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
May 14, 2024 Q1 2024 |
1,629,342
shares
|
$82.1 Million
46.68% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,540,600
shares
|
$77.6 Million
0.12% of portfolio
|
Q4 2023
Added 54.38%
|
|