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 575 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
27,306
shares
|
$1.38 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
26,972
shares
|
$1.36 Million
0.64% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
26,763
shares
|
$1.35 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
26,758
shares
|
$1.35 Million
0.34% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
26,469
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
26,219
shares
|
$1.32 Million
0.61% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
25,845
shares
|
$1.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
25,389
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
25,134
shares
|
$1.27 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
24,287
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 143.75%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
24,287
shares
|
$1.23 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
24,280
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 81.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
24,056
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
23,540
shares
|
$1.19 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Feb 07, 2025 Q4 2024 |
23,350
shares
|
$1.18 Million
1.24% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
23,000
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
22,889
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
22,597
shares
|
$1.14 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
22,072
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
21,587
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 26.86%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
20,996
shares
|
$1.06 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
20,996
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Added 70.35%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
20,970
shares
|
$1.06 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,478
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 4.52%
|