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 |
---|---|---|---|---|---|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
716,577
shares
|
$36.1 Million
17.77% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
664,420
shares
|
$33.5 Million
3.68% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
657,284
shares
|
$33.1 Million
8.58% of portfolio
|
Q2 2024
Reduced 11.01%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
605,113
shares
|
$30.5 Million
0.34% of portfolio
|
Q2 2024
Added 14.77%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
604,330
shares
|
$30.5 Million
1.44% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 19, 2024 Q2 2024 |
555,011
shares
|
$28 Million
18.41% of portfolio
|
Q2 2024
Added 10.27%
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2024 Q2 2024 |
548,999
shares
|
$27.7 Million
14.75% of portfolio
|
Q2 2024
Added 6.95%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
540,750
shares
|
$27.2 Million
0.29% of portfolio
|
Q2 2024
Reduced 11.36%
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Aug 06, 2024 Q2 2024 |
526,254
shares
|
$26.5 Million
21.47% of portfolio
|
Q2 2024
New holding
|
|
Mc Guire Investment Group, LLC
|
Jul 23, 2024 Q2 2024 |
524,019
shares
|
$26.4 Million
3.81% of portfolio
|
Q2 2024
Added 6.48%
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jul 16, 2024 Q2 2024 |
503,780
shares
|
$25.4 Million
20.01% of portfolio
|
Q2 2024
Added 54.54%
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Aug 14, 2024 Q2 2024 |
499,074
shares
|
$25.1 Million
2.28% of portfolio
|
Q2 2024
New holding
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
496,951
shares
|
$25 Million
1.15% of portfolio
|
Q2 2024
Added 732.25%
|
|
Cypress Capital, LLC
|
Aug 22, 2024 Q2 2024 |
490,206
shares
|
$24.7 Million
7.38% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
477,830
shares
|
$24.1 Million
0.04% of portfolio
|
Q2 2024
Added 53.56%
|
|
Moulton Wealth Management, Inc
|
Jul 16, 2024 Q2 2024 |
472,077
shares
|
$23.8 Million
22.23% of portfolio
|
Q2 2024
Added 4.25%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
459,139
shares
|
$23.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 28.36%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
445,722
shares
|
$22.5 Million
4.99% of portfolio
|
Q3 2023
Added 3.46%
|
|
Sanchez Wealth Management Group
|
Jul 17, 2024 Q2 2024 |
445,550
shares
|
$22.5 Million
7.7% of portfolio
|
Q2 2024
Reduced 14.04%
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
443,661
shares
|
$22.4 Million
15.07% of portfolio
|
Q2 2024
Reduced 59.95%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Jul 23, 2024 Q2 2024 |
409,004
shares
|
$20.6 Million
10.91% of portfolio
|
Q2 2024
Added 11.13%
|
|
Team Financial Group, LLC
Temecula, CA |
Aug 13, 2024 Q2 2024 |
406,598
shares
|
$20.5 Million
13.14% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
404,274
shares
|
$20.4 Million
0.9% of portfolio
|
Q2 2024
Added 2.74%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
397,519
shares
|
$20 Million
7.54% of portfolio
|
Q2 2024
Added 403.0%
|
|
Mason & Associates Inc
|
Jul 18, 2024 Q2 2024 |
379,763
shares
|
$19.1 Million
5.19% of portfolio
|
Q2 2024
Reduced 33.37%
|