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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
692,857
shares
|
$34.9 Million
8.32% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
692,203
shares
|
$34.9 Million
14.04% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
669,936
shares
|
$33.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
659,354
shares
|
$33.2 Million
0.05% of portfolio
|
Q3 2024
Added 37.99%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
652,142
shares
|
$32.9 Million
15.31% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
627,045
shares
|
$31.6 Million
1.37% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
617,465
shares
|
$31.1 Million
2.9% of portfolio
|
Q3 2024
Added 104.7%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
605,532
shares
|
$30.5 Million
3.26% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
529,985
shares
|
$26.7 Million
20.63% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
527,972
shares
|
$26.6 Million
17.51% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
526,857
shares
|
$26.6 Million
3.76% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2024 Q3 2024 |
521,273
shares
|
$26.3 Million
2.42% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
496,619
shares
|
$25 Million
2.78% of portfolio
|
Q3 2024
Reduced 82.51%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
491,571
shares
|
$24.8 Million
19.06% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
472,039
shares
|
$23.8 Million
6.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
460,138
shares
|
$23.2 Million
1.86% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
453,972
shares
|
$22.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
451,198
shares
|
$22.7 Million
0.04% of portfolio
|
Q3 2024
Added 63.31%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
445,722
shares
|
$22.5 Million
4.99% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
418,460
shares
|
$21.1 Million
12.5% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
388,620
shares
|
$19.6 Million
16.54% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
388,109
shares
|
$19.6 Million
0.57% of portfolio
|
Q3 2024
Reduced 62.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
383,168
shares
|
$19.3 Million
7.33% of portfolio
|
Q3 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
382,386
shares
|
$19.3 Million
6.21% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
373,781
shares
|
$18.8 Million
2.09% of portfolio
|
Q3 2024
Added 17.05%
|