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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,489,388
shares
|
$75.1 Million
0.28% of portfolio
|
Q2 2024
Added 58.67%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,473,935
shares
|
$74.3 Million
8.02% of portfolio
|
Q2 2024
Added 9.77%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,433,840
shares
|
$72.3 Million
0.07% of portfolio
|
Q2 2024
Added 11.92%
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,430,422
shares
|
$72.1 Million
14.67% of portfolio
|
Q2 2024
Added 2.46%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 12, 2024 Q2 2024 |
1,420,580
shares
|
$71.6 Million
12.43% of portfolio
|
Q2 2024
Added 0.1%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,409,314
shares
|
$71 Million
0.17% of portfolio
|
Q2 2024
Reduced 15.31%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,191,408
shares
|
$60 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 05, 2024 Q2 2024 |
1,146,223
shares
|
$57.8 Million
9.55% of portfolio
|
Q2 2024
Added 46.61%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,091,393
shares
|
$55 Million
16.74% of portfolio
|
Q1 2023
Added 7.01%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,050,907
shares
|
$53 Million
0.16% of portfolio
|
Q2 2024
Added 4.98%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
1,050,165
shares
|
$52.9 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
1,029,257
shares
|
$51.9 Million
1.65% of portfolio
|
Q2 2024
Added 5.64%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
928,718
shares
|
$46.8 Million
1.25% of portfolio
|
Q2 2024
Added 5.16%
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 08, 2024 Q2 2024 |
923,829
shares
|
$46.6 Million
6.83% of portfolio
|
Q2 2024
Added 11.82%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2024 Q2 2024 |
922,308
shares
|
$46.5 Million
10.28% of portfolio
|
Q2 2024
Added 64.04%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
883,213
shares
|
$44.5 Million
0.0% of portfolio
|
Q2 2024
Added 455164.44%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
872,724
shares
|
$44 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
853,920
shares
|
$43 Million
2.26% of portfolio
|
Q2 2024
Added 3.33%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
848,419
shares
|
$42.8 Million
0.87% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
834,505
shares
|
$42.1 Million
0.67% of portfolio
|
Q2 2024
Added 3.94%
|
|
Carmel Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
825,978
shares
|
$41.6 Million
18.31% of portfolio
|
Q2 2024
Reduced 9.94%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
815,045
shares
|
$41.1 Million
0.05% of portfolio
|
Q2 2024
Added 1.25%
|
|
Quadrature Capital LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
745,525
shares
|
$37.6 Million
0.63% of portfolio
|
Q2 2024
Added 314.6%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
725,628
shares
|
$36.6 Million
6.44% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
Spc Financial, Inc.
|
Aug 21, 2024 Q2 2024 |
722,781
shares
|
$36.4 Million
3.37% of portfolio
|
Q2 2024
Added 1.99%
|