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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
12,621
shares
|
$636,729
0.06% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
12,553
shares
|
$633,298
0.07% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
12,369
shares
|
$624,016
0.29% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
12,189
shares
|
$614,935
0.39% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
12,042
shares
|
$607,518
0.06% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,783
shares
|
$594,452
0.02% of portfolio
|
Q4 2024
Added 67.63%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
11,622
shares
|
$586,329
0.21% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,305
shares
|
$570,337
0.19% of portfolio
|
Q4 2024
Added 40.3%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
11,242
shares
|
$567,158
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
11,198
shares
|
$564,939
0.37% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
10,748
shares
|
$542,236
0.26% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,739
shares
|
$541,782
0.22% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,729
shares
|
$541,278
0.17% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,587
shares
|
$534,114
0.07% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
10,379
shares
|
$523,620
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,250
shares
|
$517,112
0.02% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,220
shares
|
$515,599
0.01% of portfolio
|
Q4 2024
Added 57.33%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,128
shares
|
$510,957
0.22% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
10,104
shares
|
$509,746
0.05% of portfolio
|
Q4 2024
Reduced 62.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,083
shares
|
$508,687
0.01% of portfolio
|
Q4 2024
Reduced 39.71%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$504,500
0.1% of portfolio
|
Q3 2024
Reduced 81.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
9,994
shares
|
$504,197
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,927
shares
|
$500,817
0.03% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
9,900
shares
|
$499,455
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
9,362
shares
|
$472,312
0.12% of portfolio
|
Q4 2024
Reduced 23.15%
|