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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
19,015
shares
|
$959,306
0.01% of portfolio
|
Q3 2024
Added 104.35%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
18,500
shares
|
$933,325
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
18,367
shares
|
$926,615
0.11% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
18,225
shares
|
$919,451
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
18,031
shares
|
$909,663
0.05% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$908,100
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,997
shares
|
$907,948
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
17,380
shares
|
$876,821
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
17,340
shares
|
$874,803
0.34% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
17,331
shares
|
$874,348
0.41% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,264
shares
|
$870,968
0.18% of portfolio
|
Q3 2024
Added 475.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
17,262
shares
|
$870,867
0.01% of portfolio
|
Q3 2024
Reduced 82.71%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
17,023
shares
|
$858,810
0.07% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
16,725
shares
|
$843,776
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
16,624
shares
|
$838,680
0.09% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
15,801
shares
|
$797,160
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
15,249
shares
|
$769,312
0.08% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,018
shares
|
$757,658
0.49% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,973
shares
|
$755,387
0.05% of portfolio
|
Q3 2024
Reduced 93.35%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
14,919
shares
|
$752,663
0.07% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
14,856
shares
|
$749,485
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
14,677
shares
|
$740,454
0.58% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,620
shares
|
$737,579
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,510
shares
|
$732,029
0.01% of portfolio
|
Q3 2024
Added 99.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,475
shares
|
$730,263
0.02% of portfolio
|
Q3 2024
Added 136.64%
|