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 530 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
19,576,514
shares
|
$988 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
19,518,589
shares
|
$985 Million
0.08% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,693,937
shares
|
$893 Million
22.36% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,358,253
shares
|
$775 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,903,153
shares
|
$651 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,239,996
shares
|
$315 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,007,317
shares
|
$303 Million
20.53% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,847,514
shares
|
$245 Million
0.74% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,287,378
shares
|
$216 Million
0.06% of portfolio
|
Q3 2024
Reduced 47.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,800,065
shares
|
$192 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,517,653
shares
|
$177 Million
6.41% of portfolio
|
Q3 2024
Added 8647.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,054,629
shares
|
$154 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,827,540
shares
|
$143 Million
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,717,648
shares
|
$137 Million
0.87% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,587,095
shares
|
$131 Million
0.18% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,318,042
shares
|
$117 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
1,922,989
shares
|
$97 Million
1.36% of portfolio
|
Q3 2024
Added 1063.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,905,593
shares
|
$96.1 Million
2.79% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,810,637
shares
|
$91.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,774,472
shares
|
$89.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,657,300
shares
|
$83.6 Million
0.13% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$77.1 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
1,499,382
shares
|
$75.6 Million
7.7% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,439,302
shares
|
$72.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,430,422
shares
|
$72.2 Million
14.67% of portfolio
|
Q2 2024
Added 2.46%
|