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 527 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
22,595,236
shares
|
$1.14 Billion
0.1% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
20,634,696
shares
|
$1.04 Billion
0.08% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
20,290,437
shares
|
$1.02 Billion
27.13% of portfolio
|
Q2 2024
Reduced 18.3%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
15,844,997
shares
|
$798 Million
0.07% of portfolio
|
Q2 2024
Added 20.3%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
13,101,413
shares
|
$660 Million
0.34% of portfolio
|
Q2 2024
Added 0.59%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
8,194,367
shares
|
$413 Million
0.11% of portfolio
|
Q2 2024
Added 3.31%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
6,602,717
shares
|
$333 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
5,178,972
shares
|
$261 Million
21.34% of portfolio
|
Q2 2024
Reduced 14.92%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,739,666
shares
|
$239 Million
0.77% of portfolio
|
Q2 2024
Added 2.64%
|
|
Richard Bernstein Advisors LLC
|
Jul 30, 2024 Q2 2024 |
4,661,183
shares
|
$235 Million
5.49% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,932,144
shares
|
$198 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,626,915
shares
|
$183 Million
0.04% of portfolio
|
Q2 2024
Reduced 19.08%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
2,839,308
shares
|
$143 Million
11.43% of portfolio
|
Q2 2024
Added 49.86%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,709,022
shares
|
$137 Million
0.09% of portfolio
|
Q2 2024
Added 36.71%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
2,648,748
shares
|
$133 Million
0.9% of portfolio
|
Q2 2024
Added 13.9%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
2,553,526
shares
|
$129 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.87%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
2,521,834
shares
|
$127 Million
3.19% of portfolio
|
Q2 2024
Added 3.02%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,424,581
shares
|
$122 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,276,310
shares
|
$115 Million
0.17% of portfolio
|
Q2 2024
Added 14.08%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,999,580
shares
|
$101 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,943,356
shares
|
$97.9 Million
0.23% of portfolio
|
Q2 2024
Added 1.86%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,680,067
shares
|
$84.7 Million
3.22% of portfolio
|
Q2 2024
Added 15.43%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
1,660,840
shares
|
$83.7 Million
46.07% of portfolio
|
Q2 2024
Added 1.93%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
1,540,600
shares
|
$77.6 Million
0.14% of portfolio
|
Q4 2023
Added 54.38%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$77 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|