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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,383
shares
|
$170,672
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,311
shares
|
$167,039
0.0% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
2,786
shares
|
$140,553
0.09% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,513
shares
|
$126,780
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,397
shares
|
$120,928
0.06% of portfolio
|
Q3 2024
Reduced 68.49%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,732
shares
|
$87,379
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,588
shares
|
$80,114
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,461
shares
|
$73,707
0.03% of portfolio
|
Q3 2024
Reduced 26.51%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,380
shares
|
$69,621
0.0% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
1,374
shares
|
$69,318
0.01% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,200
shares
|
$60,540
0.01% of portfolio
|
Q1 2024
Reduced 51.88%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,169
shares
|
$58,976
0.0% of portfolio
|
Q3 2024
Added 173.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,160
shares
|
$58,522
0.0% of portfolio
|
Q1 2024
Added 7.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,130
shares
|
$57,008
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
900
shares
|
$45,405
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
805
shares
|
$40,612
0.03% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
802
shares
|
$40,460
0.01% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
704
shares
|
$35,516
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
695
shares
|
$35,062
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
680
shares
|
$34,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
607
shares
|
$30,623
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
497
shares
|
$25,073
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
479
shares
|
$24,165
0.0% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
469
shares
|
$23,661
0.01% of portfolio
|
Q3 2024
Reduced 92.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$23,207
0.0% of portfolio
|
Q1 2022
Added 20.43%
|