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 |
---|---|---|---|---|---|
Parisi Gray Wealth Management
|
Jul 15, 2024 Q2 2024 |
375,890
shares
|
$18.9 Million
6.81% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
374,412
shares
|
$18.9 Million
6.49% of portfolio
|
Q2 2024
Added 3.2%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
374,290
shares
|
$18.9 Million
1.39% of portfolio
|
Q2 2024
Added 3.76%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
370,633
shares
|
$18.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
366,491
shares
|
$18.5 Million
1.57% of portfolio
|
Q2 2024
Added 2.45%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
365,642
shares
|
$18.4 Million
4.39% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
357,820
shares
|
$18 Million
1.89% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
355,433
shares
|
$17.9 Million
1.85% of portfolio
|
Q2 2024
Added 5.69%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
352,829
shares
|
$17.8 Million
1.56% of portfolio
|
Q2 2024
Added 7.29%
|
|
Inspire Investing, LLC
Meridian, ID |
Aug 12, 2024 Q2 2024 |
341,955
shares
|
$17.2 Million
2.02% of portfolio
|
Q2 2024
Reduced 5.78%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 12, 2024 Q2 2024 |
325,884
shares
|
$16.4 Million
3.89% of portfolio
|
Q2 2024
Added 41.62%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
325,879
shares
|
$16.4 Million
1.67% of portfolio
|
Q2 2024
Added 6.03%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
322,315
shares
|
$16.2 Million
0.26% of portfolio
|
Q2 2024
Added 9.58%
|
|
Gsb Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
321,979
shares
|
$16.2 Million
4.46% of portfolio
|
Q2 2024
Added 11.58%
|
|
Tectonic Advisors LLC
Plano, TX |
Aug 02, 2024 Q2 2024 |
321,121
shares
|
$16.2 Million
1.19% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 17, 2024 Q2 2024 |
319,414
shares
|
$16.1 Million
30.34% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
319,341
shares
|
$16.1 Million
1.83% of portfolio
|
Q2 2024
Added 79.32%
|
|
Cabot Wealth Management Inc
|
Jul 12, 2024 Q2 2024 |
318,868
shares
|
$16.1 Million
2.11% of portfolio
|
Q2 2024
Reduced 14.86%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
306,283
shares
|
$15.4 Million
3.81% of portfolio
|
Q2 2024
Added 1.28%
|
|
Total Clarity Wealth Management, Inc.
|
Aug 09, 2024 Q2 2024 |
302,618
shares
|
$15.2 Million
5.4% of portfolio
|
Q2 2024
Added 16.51%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
301,644
shares
|
$15.2 Million
1.5% of portfolio
|
Q2 2024
Reduced 54.41%
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2024 Q2 2024 |
300,000
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2024
Added 60.09%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
294,659
shares
|
$14.8 Million
0.32% of portfolio
|
Q2 2024
Added 32.21%
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
292,008
shares
|
$14.7 Million
6.28% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
291,121
shares
|
$14.7 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.4%
|