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 |
---|---|---|---|---|---|
Gfs Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
3,000
shares
|
$151,170
0.01% of portfolio
|
Q2 2024
Reduced 80.75%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
2,881
shares
|
$145,173
0.01% of portfolio
|
Q2 2024
Reduced 54.52%
|
|
Friedenthal Financial
|
Jul 16, 2024 Q2 2024 |
2,794
shares
|
$140,789
0.1% of portfolio
|
Q2 2024
Reduced 42.01%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
2,707
shares
|
$136,405
0.02% of portfolio
|
Q2 2024
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,513
shares
|
$126,630
0.08% of portfolio
|
Q1 2022
New holding
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
1,988
shares
|
$100,175
0.04% of portfolio
|
Q2 2024
Reduced 41.29%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,931
shares
|
$97,303
0.01% of portfolio
|
Q2 2024
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
1,813
shares
|
$91,357
0.0% of portfolio
|
Q2 2024
Added 2.37%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
1,748
shares
|
$88,081
0.03% of portfolio
|
Q2 2024
Added 1.33%
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
1,732
shares
|
$87,275
0.0% of portfolio
|
Q4 2023
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
1,379
shares
|
$69,487
0.02% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
1,256
shares
|
$63,289
0.01% of portfolio
|
Q2 2024
Added 15.97%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
1,200
shares
|
$60,468
0.01% of portfolio
|
Q1 2024
Reduced 51.88%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,160
shares
|
$58,452
0.01% of portfolio
|
Q1 2024
Added 7.84%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
1,125
shares
|
$56,688
0.02% of portfolio
|
Q2 2024
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
1,025
shares
|
$51,649
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
972
shares
|
$48,979
0.04% of portfolio
|
Q2 2024
Added 1.36%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
800
shares
|
$40,312
0.01% of portfolio
|
Q2 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
717
shares
|
$36,129
0.03% of portfolio
|
Q2 2024
Added 92.74%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
695
shares
|
$35,021
0.03% of portfolio
|
Q4 2023
New holding
|
|
Gables Capital Management Inc.
|
Aug 07, 2024 Q2 2024 |
607
shares
|
$30,586
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
495
shares
|
$24,943
0.01% of portfolio
|
Q1 2024
Added 3.56%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
490
shares
|
$24,691
0.0% of portfolio
|
Q2 2024
Reduced 83.56%
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2024 Q2 2024 |
487
shares
|
$24,539
0.01% of portfolio
|
Q2 2024
Reduced 51.3%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
479
shares
|
$24,136
0.0% of portfolio
|
Q2 2024
Added 15.42%
|