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 528 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 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
|
$243,068
0.42% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,772
shares
|
$240,747
0.09% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$237,115
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,660
shares
|
$235,097
0.13% of portfolio
|
Q3 2024
Reduced 73.94%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,614
shares
|
$232,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,523
shares
|
$228,185
0.0% of portfolio
|
Q3 2024
Reduced 72.11%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4,509
shares
|
$227,479
0.05% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
4,470
shares
|
$225,511
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,444
shares
|
$224,199
0.01% of portfolio
|
Q3 2024
Reduced 50.3%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,424
shares
|
$223,190
0.07% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$222,787
0.28% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,394
shares
|
$221,677
0.0% of portfolio
|
Q2 2024
Added 2595.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,366
shares
|
$220,264
0.02% of portfolio
|
Q3 2024
Reduced 59.39%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
4,304
shares
|
$217,136
0.14% of portfolio
|
Q3 2024
Reduced 59.33%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
4,209
shares
|
$212,344
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,205
shares
|
$212,142
0.15% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,172
shares
|
$210,477
0.0% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
4,145
shares
|
$209,115
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,114
shares
|
$207,551
0.0% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$206,845
0.1% of portfolio
|
Q3 2024
Reduced 34.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,085
shares
|
$206,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,085
shares
|
$206,088
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,775
shares
|
$190,448
0.08% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,700
shares
|
$186,665
0.05% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,580
shares
|
$180,611
0.01% of portfolio
|
Q4 2023
New holding
|