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 580 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
21,845,010
shares
|
$1.1 Billion
40.99% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
19,236,497
shares
|
$971 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,919,903
shares
|
$753 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
12,607,792
shares
|
$637 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,003,568
shares
|
$505 Million
0.04% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,793,590
shares
|
$293 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,707,171
shares
|
$288 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,696,740
shares
|
$288 Million
19.18% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,093,878
shares
|
$257 Million
0.75% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
4,864,628
shares
|
$246 Million
42.54% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,767,509
shares
|
$190 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,459,415
shares
|
$175 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,218,770
shares
|
$163 Million
0.03% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
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%
|
|
|
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 |
Feb 07, 2025 Q4 2024 |
2,571,494
shares
|
$130 Million
0.18% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,542,423
shares
|
$128 Million
0.74% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,950,524
shares
|
$98.5 Million
1.3% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,904,965
shares
|
$96.2 Million
5.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,886,319
shares
|
$95.3 Million
0.21% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,834,400
shares
|
$92.6 Million
0.15% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,670,313
shares
|
$84.4 Million
2.81% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
1,612,975
shares
|
$81.5 Million
8.35% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$77.2 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,507,440
shares
|
$76.1 Million
0.35% of portfolio
|
Q4 2024
Added 18240.92%
|