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 |
---|---|---|---|---|---|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
9,954
shares
|
$501,582
0.1% of portfolio
|
Q2 2024
Added 79.74%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
9,915
shares
|
$499,616
0.5% of portfolio
|
Q2 2023
New holding
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
9,900
shares
|
$498,861
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
9,807
shares
|
$494,174
0.21% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,736
shares
|
$490,597
0.01% of portfolio
|
Q2 2024
Reduced 90.5%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
9,699
shares
|
$488,732
0.08% of portfolio
|
Q2 2024
Added 3.02%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
9,579
shares
|
$482,685
0.23% of portfolio
|
Q2 2024
Added 63.88%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
9,540
shares
|
$480,720
0.14% of portfolio
|
Q2 2024
New holding
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 08, 2024 Q2 2024 |
9,481
shares
|
$477,747
0.32% of portfolio
|
Q2 2024
Added 3.65%
|
|
Evoke Wealth, LLC
|
Aug 13, 2024 Q2 2024 |
9,358
shares
|
$471,549
0.55% of portfolio
|
Q2 2024
Added 1.36%
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
9,316
shares
|
$469,433
0.28% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
9,305
shares
|
$468,878
0.03% of portfolio
|
Q2 2024
Reduced 35.82%
|
|
Thompson Davis & Co., Inc.
|
Jul 23, 2024 Q2 2024 |
9,282
shares
|
$467,719
0.41% of portfolio
|
Q2 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
9,277
shares
|
$467,468
0.1% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
9,150
shares
|
$461,068
0.04% of portfolio
|
Q2 2024
Added 16.18%
|
|
17 Capital Partners, LLC
|
Jul 18, 2024 Q2 2024 |
9,107
shares
|
$458,901
0.33% of portfolio
|
Q2 2024
Added 4.65%
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 30, 2024 Q2 2024 |
9,093
shares
|
$458,196
0.09% of portfolio
|
Q2 2024
New holding
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
8,941
shares
|
$450,536
0.03% of portfolio
|
Q2 2024
Added 20.6%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
8,860
shares
|
$446,455
0.07% of portfolio
|
Q2 2024
Added 117.05%
|
|
Osborne Partners Capital Management, LLC
|
Jul 22, 2024 Q2 2024 |
8,827
shares
|
$444,792
0.03% of portfolio
|
Q2 2024
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,823
shares
|
$444,590
0.01% of portfolio
|
Q2 2024
Reduced 15.07%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
8,800
shares
|
$443,432
0.04% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
8,647
shares
|
$435,722
0.1% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
8,595
shares
|
$433,102
0.03% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
8,462
shares
|
$426,400
0.09% of portfolio
|
Q2 2024
New holding
|