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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
369,774
shares
|
$18.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 38.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
366,072
shares
|
$18.5 Million
1.68% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
364,305
shares
|
$18.4 Million
0.08% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
358,027
shares
|
$18.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 75.03%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
356,993
shares
|
$18 Million
1.39% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
347,155
shares
|
$17.5 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
345,249
shares
|
$17.4 Million
0.26% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
343,383
shares
|
$17.3 Million
1.8% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
340,024
shares
|
$17.1 Million
7.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
331,952
shares
|
$16.7 Million
29.32% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
329,504
shares
|
$16.6 Million
3.69% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
322,077
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2024
Added 155.44%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
311,046
shares
|
$15.7 Million
0.59% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
306,030
shares
|
$15.4 Million
1.93% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
297,455
shares
|
$15 Million
3.72% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
292,008
shares
|
$14.7 Million
6.28% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
289,650
shares
|
$14.6 Million
1.47% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
286,081
shares
|
$14.4 Million
3.72% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
277,851
shares
|
$14 Million
0.41% of portfolio
|
Q3 2024
Added 45.82%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
273,321
shares
|
$13.8 Million
3.31% of portfolio
|
Q3 2024
Added 265.41%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
270,092
shares
|
$13.6 Million
7.2% of portfolio
|
Q3 2024
Added 68.05%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
268,517
shares
|
$13.5 Million
4.55% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
261,252
shares
|
$13.2 Million
7.02% of portfolio
|
Q3 2024
Reduced 52.41%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
258,724
shares
|
$13 Million
0.5% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
251,615
shares
|
$12.7 Million
0.16% of portfolio
|
Q3 2024
Added 784.41%
|