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 |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$23,179
0.0% of portfolio
|
Q1 2022
Added 20.43%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
428
shares
|
$21,566
0.0% of portfolio
|
Q2 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
350
shares
|
$17,636
0.01% of portfolio
|
Q4 2023
New holding
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
311
shares
|
$15,671
0.01% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
258
shares
|
$13,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$12,597
0.01% of portfolio
|
Q1 2022
New holding
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
244
shares
|
$12,295
0.0% of portfolio
|
Q2 2024
Added 73.05%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
215
shares
|
$10,833
0.0% of portfolio
|
Q2 2024
Reduced 96.93%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
207
shares
|
$10,430
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
200
shares
|
$10,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
192
shares
|
$9,674
0.0% of portfolio
|
Q2 2024
Reduced 66.14%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
188
shares
|
$9,473
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
168
shares
|
$8,465
0.0% of portfolio
|
Q2 2024
Added 784.21%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
159
shares
|
$8,012
0.0% of portfolio
|
Q1 2024
Reduced 42.6%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
135
shares
|
$6,802
0.0% of portfolio
|
Q2 2024
Reduced 51.09%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
119
shares
|
$5,996
0.0% of portfolio
|
Q2 2023
Reduced 94.45%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
87
shares
|
$4,383
0.0% of portfolio
|
Q2 2024
New holding
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 26, 2024 Q2 2024 |
59
shares
|
$2,973
0.0% of portfolio
|
Q1 2023
Reduced 98.31%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
57
shares
|
$2,872
0.0% of portfolio
|
Q1 2023
Reduced 42.42%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
44
shares
|
$2,217
0.0% of portfolio
|
Q1 2023
Added 79.55%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
19
shares
|
$957
0.0% of portfolio
|
Q2 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
18
shares
|
$907
0.0% of portfolio
|
Q1 2024
Reduced 91.82%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
14
shares
|
$705
0.0% of portfolio
|
Q1 2024
Added 7400.0%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
11
shares
|
$554
0.0% of portfolio
|
Q2 2022
Reduced 42.11%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
3
shares
|
$151
0.0% of portfolio
|
Q2 2024
New holding
|