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 |
|---|---|---|---|---|---|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
190,000
shares
|
$9.58 Million
0.39% of portfolio
|
Q1 2024
Added 137.5%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
189,663
shares
|
$9.56 Million
1.95% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
189,377
shares
|
$9.55 Million
0.11% of portfolio
|
Q3 2024
Added 41.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
182,442
shares
|
$9.2 Million
0.39% of portfolio
|
Q3 2022
Added 6.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
179,767
shares
|
$9.06 Million
0.41% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
178,835
shares
|
$9.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
176,832
shares
|
$8.92 Million
5.63% of portfolio
|
Q3 2024
Reduced 56.77%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
171,340
shares
|
$8.64 Million
2.88% of portfolio
|
Q3 2024
Reduced 30.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
171,261
shares
|
$8.63 Million
0.19% of portfolio
|
Q3 2024
Reduced 41.17%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
169,671
shares
|
$8.55 Million
1.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
169,471
shares
|
$8.54 Million
0.14% of portfolio
|
Q3 2024
Added 28.66%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
169,019
shares
|
$8.52 Million
1.39% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
168,627
shares
|
$8.5 Million
1.01% of portfolio
|
Q3 2024
Reduced 27.11%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
167,431
shares
|
$8.44 Million
3.36% of portfolio
|
Q3 2024
Added 255.18%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
164,050
shares
|
$8.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
159,011
shares
|
$8.02 Million
1.03% of portfolio
|
Q3 2024
Added 22.57%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
158,725
shares
|
$8 Million
5.92% of portfolio
|
Q3 2024
Reduced 37.1%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
157,372
shares
|
$7.93 Million
1.46% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
153,838
shares
|
$7.76 Million
2.74% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
152,564
shares
|
$7.69 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
152,319
shares
|
$7.68 Million
2.54% of portfolio
|
Q3 2024
Reduced 59.48%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
150,824
shares
|
$7.6 Million
0.02% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
148,178
shares
|
$7.47 Million
0.23% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
147,716
shares
|
$7.45 Million
0.0% of portfolio
|
Q3 2024
Added 763.79%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
146,465
shares
|
$7.38 Million
2.42% of portfolio
|
Q3 2024
Added 3.11%
|