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 |
---|---|---|---|---|---|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jul 25, 2024 Q2 2024 |
26,804
shares
|
$1.35 Million
1.3% of portfolio
|
Q2 2024
Added 26.28%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
26,677
shares
|
$1.34 Million
0.69% of portfolio
|
Q2 2024
Reduced 34.59%
|
|
Financial Sense Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
26,152
shares
|
$1.32 Million
0.45% of portfolio
|
Q2 2024
Added 6.06%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
25,695
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
25,577
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
25,491
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2024
Added 12.02%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 01, 2024 Q2 2024 |
24,889
shares
|
$1.25 Million
0.99% of portfolio
|
Q2 2024
New holding
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
24,854
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2024
Added 4.45%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
24,624
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2024
Added 173.78%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
24,275
shares
|
$1.22 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2024 Q2 2024 |
24,247
shares
|
$1.22 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
Win Advisors, Inc
|
Aug 02, 2024 Q2 2024 |
23,736
shares
|
$1.2 Million
0.54% of portfolio
|
Q2 2024
New holding
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
22,798
shares
|
$1.15 Million
0.33% of portfolio
|
Q2 2024
Added 34.16%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
22,771
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2024
Added 2.35%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
22,598
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.18%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
21,921
shares
|
$1.1 Million
0.57% of portfolio
|
Q2 2024
Added 20.4%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
21,514
shares
|
$1.08 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
21,484
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2024
Added 16.47%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
21,426
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2024
Added 292.99%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
20,439
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,941
shares
|
$1 Million
0.0% of portfolio
|
Q2 2024
Added 1.35%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
19,765
shares
|
$995,958
0.0% of portfolio
|
Q2 2024
Added 184.43%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,135
shares
|
$964,212
0.04% of portfolio
|
Q2 2024
Added 2.26%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
19,097
shares
|
$962,297
0.1% of portfolio
|
Q1 2024
New holding
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
19,045
shares
|
$959,677
0.14% of portfolio
|
Q2 2024
New holding
|