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 546 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
68,704
shares
|
$3.46 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
67,009
shares
|
$3.37 Million
1.2% of portfolio
|
Q4 2024
Reduced 20.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
66,159
shares
|
$3.33 Million
0.86% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
63,852
shares
|
$3.21 Million
0.36% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,496
shares
|
$3.2 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62,820
shares
|
$3.16 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
61,432
shares
|
$3.09 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
61,376
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
61,057
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
60,481
shares
|
$3.04 Million
0.5% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
60,032
shares
|
$3.02 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
59,735
shares
|
$3.01 Million
0.14% of portfolio
|
Q4 2024
Added 68.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
57,962
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
57,431
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
56,206
shares
|
$2.83 Million
0.61% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
55,816
shares
|
$2.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
55,392
shares
|
$2.79 Million
0.19% of portfolio
|
Q3 2024
Reduced 85.2%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
53,987
shares
|
$2.72 Million
0.6% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
53,959
shares
|
$2.72 Million
1.17% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,532
shares
|
$2.59 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
50,922
shares
|
$2.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 75.18%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
50,008
shares
|
$2.52 Million
2.05% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
49,713
shares
|
$2.5 Million
0.66% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,526
shares
|
$2.49 Million
0.65% of portfolio
|
Q4 2024
Added 54.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,753
shares
|
$2.45 Million
0.16% of portfolio
|
Q4 2023
Added 58.99%
|