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 |
---|---|---|---|---|---|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
18,015
shares
|
$907,775
0.08% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
17,879
shares
|
$900,922
0.55% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
17,260
shares
|
$869,731
0.04% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,101
shares
|
$861,719
0.0% of portfolio
|
Q2 2024
New holding
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
16,878
shares
|
$850,482
0.05% of portfolio
|
Q2 2024
Added 7.28%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
16,860
shares
|
$849,575
0.26% of portfolio
|
Q2 2024
New holding
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
16,768
shares
|
$844,939
0.01% of portfolio
|
Q2 2024
Added 50.2%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
16,474
shares
|
$830,124
0.01% of portfolio
|
Q2 2024
Added 8.45%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
16,302
shares
|
$821,457
0.05% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
16,221
shares
|
$817,376
0.06% of portfolio
|
Q2 2024
Added 6.13%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
16,215
shares
|
$817,073
0.0% of portfolio
|
Q2 2024
Added 3.1%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
16,171
shares
|
$814,856
0.06% of portfolio
|
Q2 2024
Reduced 12.06%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
15,814
shares
|
$796,867
0.07% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Jul 30, 2024 Q2 2024 |
15,801
shares
|
$796,212
0.7% of portfolio
|
Q4 2023
New holding
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
15,753
shares
|
$793,793
0.65% of portfolio
|
Q2 2024
Added 12.71%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
15,618
shares
|
$786,991
0.1% of portfolio
|
Q2 2024
Reduced 50.75%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
15,444
shares
|
$778,223
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
15,244
shares
|
$768,145
0.08% of portfolio
|
Q2 2024
Added 137.48%
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 12, 2024 Q2 2024 |
15,131
shares
|
$762,451
0.38% of portfolio
|
Q2 2024
Added 16.93%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
15,012
shares
|
$756,454
0.27% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
14,706
shares
|
$741,035
0.03% of portfolio
|
Q2 2024
Added 221.94%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
14,646
shares
|
$738,011
0.3% of portfolio
|
Q2 2024
Added 26.64%
|
|
Harbour Capital Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
14,600
shares
|
$735,694
0.18% of portfolio
|
Q2 2024
Reduced 17.05%
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
14,572
shares
|
$734,283
0.52% of portfolio
|
Q2 2024
Added 3.04%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
14,408
shares
|
$726,019
0.02% of portfolio
|
Q2 2024
Reduced 51.94%
|