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 |
---|---|---|---|---|---|
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%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
43,379
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 89.67%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
43,293
shares
|
$2.18 Million
1.79% of portfolio
|
Q2 2024
Added 79.87%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
43,209
shares
|
$2.18 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Professional Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
43,141
shares
|
$2.17 Million
0.61% of portfolio
|
Q2 2024
Reduced 17.18%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
42,890
shares
|
$2.16 Million
0.16% of portfolio
|
Q1 2024
Reduced 16.03%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
41,742
shares
|
$2.1 Million
0.46% of portfolio
|
Q2 2024
Added 8.62%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
41,591
shares
|
$2.1 Million
1.17% of portfolio
|
Q2 2024
Reduced 15.53%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
40,887
shares
|
$2.06 Million
0.46% of portfolio
|
Q2 2024
Reduced 11.31%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
40,796
shares
|
$2.06 Million
0.1% of portfolio
|
Q2 2024
Added 0.27%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
40,557
shares
|
$2.04 Million
0.49% of portfolio
|
Q2 2024
Added 5.8%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
40,373
shares
|
$2.03 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
40,255
shares
|
$2.03 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
40,213
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
38,888
shares
|
$1.96 Million
0.16% of portfolio
|
Q2 2024
Added 48.41%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
38,713
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
37,957
shares
|
$1.91 Million
0.37% of portfolio
|
Q2 2024
Added 3.71%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
37,948
shares
|
$1.91 Million
0.27% of portfolio
|
Q2 2024
Added 32.84%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
37,843
shares
|
$1.91 Million
0.64% of portfolio
|
Q2 2024
Added 0.35%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
37,357
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
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%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
35,608
shares
|
$1.79 Million
0.54% of portfolio
|
Q2 2024
Added 2.78%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
35,356
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2024
Added 384.06%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
35,005
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.39%
|