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 |
---|---|---|---|---|---|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
6,117
shares
|
$308,235
0.01% of portfolio
|
Q1 2024
Added 4.1%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
6,058
shares
|
$305,262
0.5% of portfolio
|
Q2 2024
Added 6.45%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
5,968
shares
|
$300,727
0.08% of portfolio
|
Q2 2024
Reduced 16.01%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
5,948
shares
|
$299,719
0.04% of portfolio
|
Q2 2024
New holding
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 19, 2024 Q2 2024 |
5,870
shares
|
$295,789
0.08% of portfolio
|
Q2 2024
Reduced 54.97%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
5,865
shares
|
$295,537
0.16% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
5,782
shares
|
$291,354
0.0% of portfolio
|
Q1 2024
Reduced 76.5%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
5,697
shares
|
$287,071
0.01% of portfolio
|
Q2 2024
Added 8.31%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
5,575
shares
|
$280,924
0.02% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
Main Management LLC
San Francisco, CA |
Aug 15, 2024 Q2 2024 |
5,544
shares
|
$279,362
0.02% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
5,518
shares
|
$278,052
0.04% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
Peterson Financial Group, Inc.
|
Aug 12, 2024 Q2 2024 |
5,495
shares
|
$276,893
1.69% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,494
shares
|
$276,842
0.19% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
5,476
shares
|
$275,935
0.02% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
5,278
shares
|
$265,958
0.0% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
5,240
shares
|
$264,043
0.0% of portfolio
|
Q2 2024
Added 30.02%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
5,223
shares
|
$263,186
0.01% of portfolio
|
Q2 2024
Added 3.18%
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
5,041
shares
|
$254,015
0.04% of portfolio
|
Q2 2024
Reduced 7.86%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
5,015
shares
|
$252,705
0.02% of portfolio
|
Q4 2023
New holding
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
5,000
shares
|
$251,950
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
4,993
shares
|
$251,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,982
shares
|
$251,042
0.05% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
4,922
shares
|
$248,019
0.09% of portfolio
|
Q2 2024
Reduced 51.33%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jul 19, 2024 Q2 2024 |
4,913
shares
|
$247,566
0.13% of portfolio
|
Q2 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,910
shares
|
$247,414
0.01% of portfolio
|
Q2 2024
Reduced 36.26%
|