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 552 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,060
shares
|
$103,741
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,732
shares
|
$87,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,685
shares
|
$84,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,588
shares
|
$79,971
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,532
shares
|
$77,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,469
shares
|
$73,978
0.02% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
1,407
shares
|
$70,856
0.05% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,380
shares
|
$69,496
0.0% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,329
shares
|
$66,928
0.04% of portfolio
|
Q4 2024
Added 88.78%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,200
shares
|
$60,432
0.01% of portfolio
|
Q1 2024
Reduced 51.88%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,198
shares
|
$60,331
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,169
shares
|
$58,870
0.0% of portfolio
|
Q3 2024
Added 173.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,160
shares
|
$58,417
0.0% of portfolio
|
Q1 2024
Added 7.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,143
shares
|
$57,561
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
900
shares
|
$45,324
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
695
shares
|
$35,000
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
680
shares
|
$34,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
667
shares
|
$33,590
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
607
shares
|
$30,568
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
497
shares
|
$25,028
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
479
shares
|
$24,122
0.0% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$23,165
0.0% of portfolio
|
Q1 2022
Added 20.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
431
shares
|
$21,705
0.02% of portfolio
|
Q4 2024
Reduced 46.46%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
350
shares
|
$17,626
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
349
shares
|
$17,575
0.01% of portfolio
|
Q3 2024
Added 12.22%
|