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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
350
shares
|
$17,657
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
349
shares
|
$17,607
0.01% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
345
shares
|
$17,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$12,612
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
215
shares
|
$10,846
0.0% of portfolio
|
Q2 2024
Reduced 96.93%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
207
shares
|
$10,443
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$10,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
195
shares
|
$9,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
193
shares
|
$9,736
0.0% of portfolio
|
Q2 2023
Added 183.42%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
137
shares
|
$6,911
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
135
shares
|
$6,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
124
shares
|
$6,255
0.0% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
119
shares
|
$6,003
0.0% of portfolio
|
Q2 2023
Reduced 94.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
69
shares
|
$3,481
0.0% of portfolio
|
Q3 2024
Reduced 73.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
68
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
59
shares
|
$2,976
0.0% of portfolio
|
Q1 2023
Reduced 98.31%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
57
shares
|
$2,875
0.0% of portfolio
|
Q1 2023
Reduced 42.42%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
49
shares
|
$2,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
49
shares
|
$2,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
48
shares
|
$2,421
0.0% of portfolio
|
Q3 2024
Reduced 80.33%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
44
shares
|
$2,219
0.0% of portfolio
|
Q1 2023
Added 79.55%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
19
shares
|
$958
0.0% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
19
shares
|
$958
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
18
shares
|
$908
0.0% of portfolio
|
Q1 2024
Reduced 91.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
14
shares
|
$706
0.0% of portfolio
|
Q1 2024
Added 7400.0%
|