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 |
---|---|---|---|---|---|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
34,560
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2024
Added 1.46%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
34,336
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
34,209
shares
|
$1.72 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
34,169
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.49%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,871
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2023
Reduced 19.11%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
33,677
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.28%
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 01, 2024 Q2 2024 |
33,645
shares
|
$1.7 Million
0.55% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
Matrix Trust CO
|
Jul 10, 2024 Q2 2024 |
33,158
shares
|
$1.67 Million
0.38% of portfolio
|
Q2 2024
Added 50.22%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Aug 02, 2024 Q2 2024 |
33,089
shares
|
$1.67 Million
0.21% of portfolio
|
Q2 2024
Reduced 29.22%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
32,806
shares
|
$1.65 Million
1.13% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
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%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 12, 2024 Q2 2024 |
32,490
shares
|
$1.64 Million
1.29% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
31,688
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
31,439
shares
|
$1.58 Million
0.49% of portfolio
|
Q2 2024
Added 24.19%
|
|
Centennial Wealth Advisory LLC
|
Jul 22, 2024 Q2 2024 |
31,319
shares
|
$1.58 Million
0.69% of portfolio
|
Q2 2024
Added 6.7%
|
|
Warren Street Wealth Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
30,754
shares
|
$1.55 Million
0.78% of portfolio
|
Q2 2024
Reduced 18.17%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
30,536
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2024
Added 143.88%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
29,313
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2024
Reduced 10.33%
|
|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
28,514
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
28,450
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2024
Added 69.34%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
27,987
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2024
Added 7.49%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
27,644
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Garrison Bradford & Associates Inc
New York, NY |
Jul 31, 2024 Q2 2024 |
27,535
shares
|
$1.39 Million
1.42% of portfolio
|
Q2 2024
New holding
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
27,360
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
26,924
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2024
Reduced 19.8%
|