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 575 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
304,095
shares
|
$15.3 Million
0.17% of portfolio
|
Q4 2024
Added 79.44%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
296,590
shares
|
$15 Million
3.66% of portfolio
|
Q4 2024
Added 55.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
294,905
shares
|
$14.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 34.64%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
293,218
shares
|
$14.8 Million
3.75% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
292,671
shares
|
$14.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
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%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
288,932
shares
|
$14.6 Million
11.29% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
277,540
shares
|
$14 Million
0.49% of portfolio
|
Q4 2024
Added 508.33%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
275,665
shares
|
$13.9 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
272,204
shares
|
$13.7 Million
1.41% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
271,950
shares
|
$13.7 Million
1.47% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
268,163
shares
|
$13.5 Million
3.57% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
265,713
shares
|
$13.4 Million
0.89% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
262,850
shares
|
$13.3 Million
7.11% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
260,082
shares
|
$13.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 83.76%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
260,014
shares
|
$13.1 Million
2.27% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
257,599
shares
|
$13 Million
0.08% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
255,798
shares
|
$12.9 Million
1.92% of portfolio
|
Q4 2024
Added 148.88%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
255,447
shares
|
$12.9 Million
11.63% of portfolio
|
Q4 2024
New holding
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
251,115
shares
|
$12.7 Million
9.22% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
248,948
shares
|
$12.6 Million
1.25% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
248,761
shares
|
$12.5 Million
4.95% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
248,759
shares
|
$12.5 Million
0.23% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
245,009
shares
|
$12.4 Million
4.18% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
243,239
shares
|
$12.3 Million
23.89% of portfolio
|
Q3 2024
Reduced 1.18%
|