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 |
---|---|---|---|---|---|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
57,624
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2024
Added 5560.51%
|
|
Retireful, LLC
|
Jul 31, 2024 Q2 2024 |
57,332
shares
|
$2.89 Million
1.36% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
57,288
shares
|
$2.89 Million
0.22% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
56,732
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2024
Added 48.44%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
54,880
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.38%
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
54,418
shares
|
$2.74 Million
0.92% of portfolio
|
Q2 2024
Added 18.58%
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 13, 2024 Q2 2024 |
53,000
shares
|
$2.67 Million
0.5% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
52,914
shares
|
$2.67 Million
0.63% of portfolio
|
Q2 2024
Added 10.45%
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
52,329
shares
|
$2.64 Million
1.37% of portfolio
|
Q2 2024
Reduced 11.77%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
52,280
shares
|
$2.63 Million
1.3% of portfolio
|
Q2 2024
Added 11.92%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
50,634
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 33.7%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
50,209
shares
|
$2.53 Million
0.28% of portfolio
|
Q2 2024
Added 9.57%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
49,636
shares
|
$2.5 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,753
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2023
Added 58.99%
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
48,747
shares
|
$2.46 Million
0.68% of portfolio
|
Q2 2024
Reduced 65.26%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
48,659
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2024
Added 1.68%
|
|
G&S Capital LLC
|
Jul 30, 2024 Q2 2024 |
48,541
shares
|
$2.45 Million
1.04% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
48,483
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
46,201
shares
|
$2.33 Million
1.12% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
45,390
shares
|
$2.29 Million
0.52% of portfolio
|
Q3 2022
Added 0.01%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
45,346
shares
|
$2.28 Million
0.37% of portfolio
|
Q2 2024
Added 7.88%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
45,188
shares
|
$2.28 Million
1.34% of portfolio
|
Q4 2023
Reduced 18.73%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
44,397
shares
|
$2.24 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
44,327
shares
|
$2.23 Million
0.94% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
43,696
shares
|
$2.2 Million
0.42% of portfolio
|
Q2 2024
Reduced 11.06%
|