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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
144,456
shares
|
$7.28 Million
0.03% of portfolio
|
Q3 2024
Reduced 48.53%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
143,674
shares
|
$7.24 Million
3.0% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
140,841
shares
|
$7.1 Million
1.15% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
140,357
shares
|
$7.08 Million
0.73% of portfolio
|
Q3 2024
Reduced 49.55%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
138,986
shares
|
$7.01 Million
0.76% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
136,479
shares
|
$6.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
131,905
shares
|
$6.65 Million
3.98% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
131,596
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2024
Added 128.37%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
129,886
shares
|
$6.55 Million
3.62% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
129,825
shares
|
$6.55 Million
0.44% of portfolio
|
Q3 2024
Added 470.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
127,599
shares
|
$6.43 Million
2.98% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.41 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
126,959
shares
|
$6.4 Million
2.18% of portfolio
|
Q3 2024
Reduced 49.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
126,774
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2024
Added 192.25%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
125,782
shares
|
$6.34 Million
1.62% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
120,618
shares
|
$6.08 Million
0.49% of portfolio
|
Q3 2024
Added 65.86%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
120,226
shares
|
$6.06 Million
0.07% of portfolio
|
Q3 2024
Added 79.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
119,356
shares
|
$6.02 Million
0.25% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
119,202
shares
|
$6.01 Million
1.57% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
119,128
shares
|
$6.01 Million
0.0% of portfolio
|
Q3 2024
Added 671.35%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
116,855
shares
|
$5.89 Million
1.32% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
114,988
shares
|
$5.8 Million
2.04% of portfolio
|
Q3 2024
Reduced 71.07%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
114,508
shares
|
$5.77 Million
0.02% of portfolio
|
Q3 2024
Added 33.69%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
112,424
shares
|
$5.67 Million
0.31% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
111,596
shares
|
$5.63 Million
1.43% of portfolio
|
Q3 2024
Added 14.96%
|