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 |
---|---|---|---|---|---|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
4,818
shares
|
$242,779
0.42% of portfolio
|
Q3 2023
Added 5.61%
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
4,789
shares
|
$241,317
0.06% of portfolio
|
Q2 2024
Reduced 92.25%
|
|
Summa Corp.
Tomball, TX |
Jul 30, 2024 Q2 2024 |
4,760
shares
|
$239,856
0.12% of portfolio
|
Q4 2023
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
4,758
shares
|
$239,755
0.0% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
4,651
shares
|
$234,363
0.04% of portfolio
|
Q2 2024
Reduced 88.27%
|
|
Investment House LLC
Las Vegas, NV |
Jul 22, 2024 Q2 2024 |
4,521
shares
|
$227,813
0.01% of portfolio
|
Q1 2024
Reduced 32.89%
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2024 Q2 2024 |
4,406
shares
|
$222,018
0.27% of portfolio
|
Q2 2024
New holding
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
4,394
shares
|
$221,413
0.0% of portfolio
|
Q2 2024
Added 2595.71%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
4,386
shares
|
$221,010
0.01% of portfolio
|
Q2 2024
Reduced 31.14%
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,382
shares
|
$220,808
0.02% of portfolio
|
Q2 2024
Reduced 65.97%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,381
shares
|
$220,758
0.02% of portfolio
|
Q2 2024
New holding
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
4,370
shares
|
$220,204
0.02% of portfolio
|
Q2 2024
New holding
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
4,337
shares
|
$218,541
0.04% of portfolio
|
Q2 2024
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
4,280
shares
|
$215,669
0.08% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
4,181
shares
|
$210,680
0.1% of portfolio
|
Q2 2024
Reduced 37.49%
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,169
shares
|
$210,075
0.01% of portfolio
|
Q2 2024
New holding
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 15, 2024 Q2 2024 |
4,145
shares
|
$208,866
0.15% of portfolio
|
Q1 2024
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
4,120
shares
|
$207,606
0.15% of portfolio
|
Q2 2024
Reduced 32.26%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
4,104
shares
|
$206,800
0.06% of portfolio
|
Q2 2024
Added 38.93%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
3,919
shares
|
$197,478
0.03% of portfolio
|
Q2 2024
Added 46.18%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
3,580
shares
|
$180,396
0.01% of portfolio
|
Q4 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,500
shares
|
$176,365
0.0% of portfolio
|
Q2 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
3,439
shares
|
$173,291
0.0% of portfolio
|
Q1 2024
Reduced 33.24%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,383
shares
|
$170,469
0.05% of portfolio
|
Q2 2022
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
3,214
shares
|
$161,953
0.0% of portfolio
|
Q2 2024
Reduced 68.37%
|