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 |
---|---|---|---|---|---|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
14,186
shares
|
$714,832
0.08% of portfolio
|
Q1 2024
Reduced 50.94%
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
14,138
shares
|
$712,413
0.2% of portfolio
|
Q2 2024
Added 3.86%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
13,800
shares
|
$695,382
0.0% of portfolio
|
Q2 2024
Reduced 39.47%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
13,387
shares
|
$674,570
0.28% of portfolio
|
Q1 2024
Reduced 13.03%
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,380
shares
|
$674,218
0.7% of portfolio
|
Q3 2022
New holding
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
13,287
shares
|
$669,531
0.06% of portfolio
|
Q2 2024
Added 24.84%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
12,905
shares
|
$650,282
0.02% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,899
shares
|
$649,980
0.01% of portfolio
|
Q3 2023
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
12,758
shares
|
$642,875
0.02% of portfolio
|
Q2 2024
Added 15.96%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
12,258
shares
|
$617,680
0.31% of portfolio
|
Q2 2024
Added 19.45%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
12,075
shares
|
$608,459
0.05% of portfolio
|
Q2 2024
Added 2.68%
|
|
Bank Of Marin
Novato, CA |
Aug 09, 2024 Q2 2024 |
11,834
shares
|
$596,315
0.52% of portfolio
|
Q3 2023
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
11,745
shares
|
$591,830
0.03% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
11,262
shares
|
$567,492
0.01% of portfolio
|
Q2 2024
Reduced 11.95%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
11,206
shares
|
$564,670
0.04% of portfolio
|
Q3 2023
Added 1.26%
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 09, 2024 Q2 2024 |
11,193
shares
|
$564,015
0.14% of portfolio
|
Q2 2024
Reduced 10.73%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
10,751
shares
|
$541,742
0.06% of portfolio
|
Q2 2024
Reduced 37.68%
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 12, 2024 Q2 2024 |
10,737
shares
|
$541,037
0.2% of portfolio
|
Q2 2024
Added 3.97%
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
10,584
shares
|
$533,327
0.37% of portfolio
|
Q2 2024
Reduced 20.66%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
10,554
shares
|
$531,816
0.26% of portfolio
|
Q2 2024
Added 21.66%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
10,495
shares
|
$528,843
0.02% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
10,325
shares
|
$520,276
0.31% of portfolio
|
Q1 2024
Reduced 64.56%
|
|
Integrated Capital Management, Inc.
|
Jul 12, 2024 Q2 2024 |
10,208
shares
|
$514,381
0.43% of portfolio
|
Q2 2024
Added 1.36%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
10,179
shares
|
$512,919
0.25% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
9,994
shares
|
$503,597
0.05% of portfolio
|
Q2 2024
New holding
|