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 |
---|---|---|---|---|---|
Verity Wealth Advisors
|
Aug 02, 2024 Q2 2024 |
8,425
shares
|
$424,535
0.32% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
8,221
shares
|
$414,256
0.05% of portfolio
|
Q2 2024
New holding
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 12, 2024 Q2 2024 |
8,207
shares
|
$413,550
0.39% of portfolio
|
Q2 2024
Added 1.08%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
8,188
shares
|
$412,593
0.0% of portfolio
|
Q2 2024
Reduced 26.88%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
8,177
shares
|
$412,039
0.01% of portfolio
|
Q2 2024
Added 11.34%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
8,137
shares
|
$410,023
0.15% of portfolio
|
Q2 2024
Reduced 16.12%
|
|
Defined Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
7,909
shares
|
$398,534
0.28% of portfolio
|
Q2 2024
Reduced 37.02%
|
|
Financial Services Advisory Inc
|
Jul 30, 2024 Q2 2024 |
7,895
shares
|
$397,829
0.11% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,819
shares
|
$393,999
0.0% of portfolio
|
Q2 2023
Added 47.83%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
7,606
shares
|
$383,266
0.19% of portfolio
|
Q2 2024
New holding
|
|
Marshfield Associates
Washington, DC |
Aug 14, 2024 Q2 2024 |
7,406
shares
|
$373,188
0.01% of portfolio
|
Q4 2023
Added 13.22%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
7,270
shares
|
$366,335
0.01% of portfolio
|
Q2 2024
New holding
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
7,142
shares
|
$359,885
0.06% of portfolio
|
Q2 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
6,898
shares
|
$347,590
0.01% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
6,878
shares
|
$346,582
0.0% of portfolio
|
Q2 2024
Reduced 54.3%
|
|
Litman Gregory Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
6,692
shares
|
$337,209
0.03% of portfolio
|
Q2 2024
New holding
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
6,582
shares
|
$331,666
0.04% of portfolio
|
Q2 2024
Reduced 13.86%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
6,566
shares
|
$330,860
0.06% of portfolio
|
Q2 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
6,536
shares
|
$329,349
0.01% of portfolio
|
Q2 2024
Added 8070.0%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
6,506
shares
|
$327,837
0.07% of portfolio
|
Q1 2024
Reduced 51.47%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
6,494
shares
|
$327,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,431
shares
|
$324,058
0.01% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
6,258
shares
|
$315,340
0.04% of portfolio
|
Q2 2024
New holding
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
6,250
shares
|
$314,937
0.16% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
6,242
shares
|
$314,534
0.0% of portfolio
|
Q2 2024
New holding
|