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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
248,169
shares
|
$12.5 Million
0.72% of portfolio
|
Q3 2024
Added 35.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
244,867
shares
|
$12.4 Million
1.37% of portfolio
|
Q3 2024
Added 29.3%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
243,239
shares
|
$12.3 Million
23.89% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
241,808
shares
|
$12.2 Million
11.12% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
240,429
shares
|
$12.1 Million
2.19% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
238,460
shares
|
$12 Million
5.34% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
236,309
shares
|
$11.9 Million
0.79% of portfolio
|
Q3 2024
Reduced 26.41%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
233,722
shares
|
$11.8 Million
1.22% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
228,570
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 37.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
224,729
shares
|
$11.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
223,946
shares
|
$11.3 Million
3.64% of portfolio
|
Q3 2024
Reduced 49.74%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
221,968
shares
|
$11.2 Million
4.86% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
221,532
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
221,220
shares
|
$11.2 Million
0.28% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
214,003
shares
|
$10.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
211,825
shares
|
$10.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
208,962
shares
|
$10.5 Million
5.59% of portfolio
|
Q1 2024
Added 249.14%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
207,068
shares
|
$10.4 Million
5.52% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
205,699
shares
|
$10.4 Million
0.67% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
204,010
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 44.96%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
198,993
shares
|
$10 Million
1.14% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
194,751
shares
|
$9.83 Million
3.98% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
192,955
shares
|
$9.73 Million
6.87% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
192,800
shares
|
$9.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
190,664
shares
|
$9.62 Million
2.41% of portfolio
|
Q3 2024
Reduced 49.79%
|