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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
60,481
shares
|
$3.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
57,962
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
57,431
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
56,206
shares
|
$2.84 Million
0.61% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
55,816
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
55,392
shares
|
$2.79 Million
0.19% of portfolio
|
Q3 2024
Reduced 85.2%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
53,987
shares
|
$2.72 Million
0.6% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
53,959
shares
|
$2.72 Million
1.17% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,532
shares
|
$2.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
50,922
shares
|
$2.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 75.18%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
50,891
shares
|
$2.57 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
49,787
shares
|
$2.51 Million
1.87% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
49,713
shares
|
$2.51 Million
0.66% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,753
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2023
Added 58.99%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
48,659
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
48,102
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
47,888
shares
|
$2.42 Million
0.26% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
47,821
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
47,411
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
46,745
shares
|
$2.36 Million
0.28% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
45,623
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
45,599
shares
|
$2.3 Million
0.22% of portfolio
|
Q3 2024
Added 138.78%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
45,390
shares
|
$2.29 Million
0.52% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
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 |
Oct 15, 2024 Q3 2024 |
44,509
shares
|
$2.25 Million
0.35% of portfolio
|
Q3 2024
Added 0.25%
|