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 |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
8,467
shares
|
$427,160
0.3% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,415
shares
|
$424,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,219
shares
|
$414,648
0.0% of portfolio
|
Q3 2024
Added 55.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,140
shares
|
$410,663
0.01% of portfolio
|
Q3 2024
Reduced 22.44%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
8,106
shares
|
$408,947
0.27% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,058
shares
|
$406,526
0.14% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
8,022
shares
|
$404,709
0.18% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
7,895
shares
|
$398,302
0.1% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,819
shares
|
$394,468
0.0% of portfolio
|
Q2 2023
Added 47.83%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
7,747
shares
|
$390,836
0.04% of portfolio
|
Q3 2024
Added 77.28%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,675
shares
|
$387,203
0.02% of portfolio
|
Q3 2024
Added 37.67%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,646
shares
|
$385,740
0.02% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,584
shares
|
$382,612
0.01% of portfolio
|
Q3 2024
Added 163.24%
|
|
|
Marshfield Associates
Washington, DC |
Nov 15, 2024 Q3 2024 |
7,406
shares
|
$373,632
0.01% of portfolio
|
Q4 2023
Added 13.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,029
shares
|
$354,613
0.01% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
6,733
shares
|
$339,679
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,707
shares
|
$338,368
0.01% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
6,519
shares
|
$328,883
0.0% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,507
shares
|
$328,278
0.01% of portfolio
|
Q3 2024
Reduced 89.98%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,496
shares
|
$327,723
0.01% of portfolio
|
Q3 2024
Reduced 42.32%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
6,446
shares
|
$325,200
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,431
shares
|
$324,443
0.01% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,344
shares
|
$320,054
0.01% of portfolio
|
Q3 2024
Reduced 74.24%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,323
shares
|
$318,995
0.06% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
6,311
shares
|
$318,389
0.05% of portfolio
|
Q3 2024
New holding
|