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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
20,394
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
20,084
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 99.43%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
20,040
shares
|
$1.01 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
19,682
shares
|
$992,956
0.34% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
19,385
shares
|
$977,973
0.43% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
19,304
shares
|
$973,886
0.23% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
19,227
shares
|
$970,002
0.05% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
19,045
shares
|
$960,820
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
18,998
shares
|
$958,449
0.37% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
18,607
shares
|
$938,723
0.37% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
18,296
shares
|
$923,033
0.19% of portfolio
|
Q4 2024
Reduced 22.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
18,075
shares
|
$911,883
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
18,033
shares
|
$909,764
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$908,100
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
17,499
shares
|
$882,824
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
17,419
shares
|
$878,788
0.09% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
17,380
shares
|
$876,821
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
17,048
shares
|
$860,071
0.07% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16,380
shares
|
$826,371
0.03% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
15,819
shares
|
$798,068
0.2% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
15,801
shares
|
$797,160
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,677
shares
|
$790,904
0.12% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,535
shares
|
$783,740
0.06% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
15,500
shares
|
$781,975
0.07% of portfolio
|
Q4 2024
Reduced 16.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,278
shares
|
$770,775
0.01% of portfolio
|
Q4 2024
Reduced 11.49%
|