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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
78,711
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
77,822
shares
|
$3.93 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
75,636
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
75,472
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
75,124
shares
|
$3.79 Million
1.46% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
74,159
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
73,037
shares
|
$3.68 Million
0.94% of portfolio
|
Q3 2024
Reduced 52.53%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
71,898
shares
|
$3.63 Million
1.54% of portfolio
|
Q3 2024
Added 133.78%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
70,884
shares
|
$3.58 Million
0.07% of portfolio
|
Q2 2024
Added 117.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
70,831
shares
|
$3.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
70,513
shares
|
$3.56 Million
0.49% of portfolio
|
Q3 2024
Added 695.86%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
70,469
shares
|
$3.56 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,043
shares
|
$3.53 Million
0.41% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
69,716
shares
|
$3.52 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
69,113
shares
|
$3.49 Million
2.96% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
68,704
shares
|
$3.47 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
68,704
shares
|
$3.47 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
66,693
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.34%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
63,852
shares
|
$3.22 Million
0.36% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,496
shares
|
$3.2 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62,820
shares
|
$3.17 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
62,731
shares
|
$3.16 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
62,527
shares
|
$3.15 Million
0.87% of portfolio
|
Q3 2024
Added 75.6%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
61,432
shares
|
$3.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
61,057
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Added 4.26%
|