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 528 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
24,464
shares
|
$1.23 Million
0.39% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
24,372
shares
|
$1.23 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
24,260
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
23,998
shares
|
$1.21 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
23,492
shares
|
$1.18 Million
0.55% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
23,462
shares
|
$1.18 Million
0.24% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
21,872
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.37%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
21,786
shares
|
$1.1 Million
0.89% of portfolio
|
Q3 2024
Added 113.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,707
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
21,652
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 55.34%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
21,314
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
21,031
shares
|
$1.06 Million
0.48% of portfolio
|
Q3 2024
Reduced 54.48%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
20,636
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
20,467
shares
|
$1.03 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,323
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 363.78%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
20,255
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
20,134
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
19,708
shares
|
$993,677
0.07% of portfolio
|
Q3 2024
Added 123.95%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
19,599
shares
|
$988,181
0.95% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,592
shares
|
$987,828
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
19,301
shares
|
$973,156
0.23% of portfolio
|
Q3 2024
Reduced 69.04%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
19,292
shares
|
$972,702
0.03% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,135
shares
|
$964,786
0.04% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
19,045
shares
|
$960,248
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
19,017
shares
|
$958,837
0.32% of portfolio
|
Q3 2024
Added 26.68%
|