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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
44,173
shares
|
$2.23 Million
0.46% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
44,082
shares
|
$2.22 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
43,909
shares
|
$2.22 Million
1.04% of portfolio
|
Q3 2024
Reduced 90.1%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
43,455
shares
|
$2.19 Million
1.79% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
43,353
shares
|
$2.19 Million
1.68% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
41,751
shares
|
$2.11 Million
0.37% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
41,304
shares
|
$2.08 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
40,642
shares
|
$2.05 Million
0.29% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
39,344
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
38,440
shares
|
$1.94 Million
0.57% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
38,386
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
38,383
shares
|
$1.94 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
38,021
shares
|
$1.92 Million
0.26% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
37,988
shares
|
$1.92 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
37,564
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 25.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
37,174
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2024
Added 34.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
36,624
shares
|
$1.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
36,599
shares
|
$1.85 Million
0.11% of portfolio
|
Q3 2024
Added 43.58%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
35,903
shares
|
$1.81 Million
3.46% of portfolio
|
Q3 2023
Reduced 27.45%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
35,858
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
35,491
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
34,736
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
34,707
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
34,605
shares
|
$1.75 Million
0.44% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
34,081
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.61%
|