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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,871
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2023
Reduced 19.11%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
33,687
shares
|
$1.7 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
32,764
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2024
Reduced 33.99%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
32,148
shares
|
$1.62 Million
0.43% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
31,947
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
31,857
shares
|
$1.61 Million
0.47% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
31,809
shares
|
$1.6 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
30,897
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
30,698
shares
|
$1.55 Million
0.44% of portfolio
|
Q3 2024
Added 82.08%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
29,514
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
28,527
shares
|
$1.44 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
28,515
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,208
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 96.22%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
28,150
shares
|
$1.42 Million
0.86% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,985
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
27,800
shares
|
$1.4 Million
1.39% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
27,648
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
27,493
shares
|
$1.39 Million
0.78% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
26,786
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
26,764
shares
|
$1.35 Million
0.66% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
25,933
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
25,432
shares
|
$1.28 Million
0.34% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
25,292
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
24,738
shares
|
$1.25 Million
0.54% of portfolio
|
Q3 2024
Reduced 49.04%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
24,680
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Reduced 42.46%
|