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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
15,235
shares
|
$768,605
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,221
shares
|
$767,899
0.5% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,182
shares
|
$765,931
0.02% of portfolio
|
Q4 2024
Added 67.65%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
15,162
shares
|
$764,922
0.1% of portfolio
|
Q4 2024
Reduced 17.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,973
shares
|
$755,387
0.05% of portfolio
|
Q3 2024
Reduced 93.35%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
14,755
shares
|
$744,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
14,730
shares
|
$743,128
0.59% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,555
shares
|
$734,299
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,513
shares
|
$732,180
0.03% of portfolio
|
Q4 2024
Reduced 77.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,475
shares
|
$730,263
0.02% of portfolio
|
Q3 2024
Added 136.64%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
13,930
shares
|
$702,768
0.16% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
13,738
shares
|
$693,082
0.49% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
13,685
shares
|
$690,408
0.06% of portfolio
|
Q4 2024
Added 203.77%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
13,575
shares
|
$684,858
0.15% of portfolio
|
Q4 2024
Added 166.7%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,380
shares
|
$675,021
0.7% of portfolio
|
Q3 2022
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
13,305
shares
|
$671,237
0.02% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
13,289
shares
|
$670,430
0.1% of portfolio
|
Q4 2024
Added 110.57%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
13,256
shares
|
$668,765
0.05% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
13,238
shares
|
$667,857
0.15% of portfolio
|
Q4 2024
Reduced 76.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
13,159
shares
|
$663,871
0.39% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,899
shares
|
$650,754
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,835
shares
|
$647,525
0.0% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,822
shares
|
$646,869
0.28% of portfolio
|
Q4 2024
Added 59.84%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
12,820
shares
|
$646,769
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
12,694
shares
|
$640,412
0.52% of portfolio
|
Q4 2024
Reduced 8.12%
|