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 564 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 |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
18,998
shares
|
$957,499
0.37% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
18,607
shares
|
$937,792
0.37% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
18,296
shares
|
$922,118
0.19% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
18,225
shares
|
$918,540
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$907,200
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,997
shares
|
$907,048
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
17,419
shares
|
$877,917
0.09% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
17,380
shares
|
$875,952
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
17,023
shares
|
$857,959
0.07% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
16,725
shares
|
$842,940
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
16,624
shares
|
$837,849
0.09% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16,380
shares
|
$825,552
0.03% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
15,819
shares
|
$797,277
0.2% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
15,801
shares
|
$796,370
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,677
shares
|
$790,120
0.12% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,535
shares
|
$782,964
0.06% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
15,500
shares
|
$781,200
0.07% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,278
shares
|
$770,011
0.01% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
15,235
shares
|
$767,844
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,221
shares
|
$767,138
0.5% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,182
shares
|
$765,172
0.02% of portfolio
|
Q4 2024
Added 67.65%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
15,162
shares
|
$764,164
0.1% of portfolio
|
Q4 2024
Reduced 17.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,973
shares
|
$754,639
0.05% of portfolio
|
Q3 2024
Reduced 93.35%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
14,730
shares
|
$742,392
0.59% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,620
shares
|
$736,848
0.16% of portfolio
|
Q3 2024
New holding
|