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 |
---|---|---|---|---|---|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Aug 05, 2024 Q2 2024 |
287,811
shares
|
$14.5 Million
4.85% of portfolio
|
Q2 2024
Added 12.03%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
285,973
shares
|
$14.4 Million
0.07% of portfolio
|
Q2 2024
Added 135.79%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
280,634
shares
|
$14.1 Million
0.06% of portfolio
|
Q2 2024
Added 16.02%
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
278,191
shares
|
$14 Million
1.59% of portfolio
|
Q2 2024
Reduced 20.42%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
277,959
shares
|
$14 Million
0.16% of portfolio
|
Q2 2024
Added 11.16%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
276,289
shares
|
$13.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
266,125
shares
|
$13.4 Million
0.55% of portfolio
|
Q2 2024
Added 25.39%
|
|
Anderson Hoagland & CO
|
Jul 10, 2024 Q2 2024 |
264,103
shares
|
$13.3 Million
1.44% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
258,467
shares
|
$13 Million
0.58% of portfolio
|
Q2 2024
Added 2.64%
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
252,329
shares
|
$12.7 Million
9.36% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
Curran Financial Partners, LLC
|
Jul 22, 2024 Q2 2024 |
250,108
shares
|
$12.6 Million
5.11% of portfolio
|
Q2 2024
Added 15.95%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
247,823
shares
|
$12.5 Million
4.68% of portfolio
|
Q2 2024
Added 9.59%
|
|
Titan Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
246,142
shares
|
$12.4 Million
24.22% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
241,808
shares
|
$12.2 Million
11.12% of portfolio
|
Q3 2023
Added 4.07%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
239,620
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 18, 2024 Q2 2024 |
236,611
shares
|
$11.9 Million
7.1% of portfolio
|
Q2 2024
Added 24.23%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
231,348
shares
|
$11.7 Million
1.54% of portfolio
|
Q2 2024
Added 146.14%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
223,398
shares
|
$11.3 Million
2.15% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
219,009
shares
|
$11 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
217,514
shares
|
$11 Million
0.03% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
216,261
shares
|
$10.9 Million
0.14% of portfolio
|
Q2 2024
Added 1193.2%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
215,775
shares
|
$10.9 Million
0.3% of portfolio
|
Q2 2024
Reduced 7.77%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 16, 2024 Q2 2024 |
213,476
shares
|
$10.8 Million
8.07% of portfolio
|
Q2 2024
Added 32.25%
|
|
Sharper & Granite LLC
El Segundo, CA |
Aug 09, 2024 Q2 2024 |
211,459
shares
|
$10.7 Million
5.07% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
210,126
shares
|
$10.6 Million
1.15% of portfolio
|
Q2 2024
Added 243.39%
|