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 |
---|---|---|---|---|---|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
208,962
shares
|
$10.5 Million
5.59% of portfolio
|
Q1 2024
Added 249.14%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
205,183
shares
|
$10.3 Million
0.49% of portfolio
|
Q2 2024
Reduced 11.69%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
204,473
shares
|
$10.3 Million
0.75% of portfolio
|
Q1 2024
Added 10.66%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
202,189
shares
|
$10.2 Million
4.24% of portfolio
|
Q4 2023
Reduced 35.47%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
198,993
shares
|
$10 Million
1.14% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
196,088
shares
|
$9.88 Million
0.64% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
195,828
shares
|
$9.87 Million
0.02% of portfolio
|
Q2 2024
Added 2.29%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
190,542
shares
|
$9.6 Million
0.31% of portfolio
|
Q2 2024
Added 2.81%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
190,381
shares
|
$9.59 Million
4.97% of portfolio
|
Q1 2024
Added 0.88%
|
|
Cambiar Investors LLC
|
Jul 26, 2024 Q2 2024 |
190,000
shares
|
$9.57 Million
0.38% of portfolio
|
Q1 2024
Added 137.5%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
189,375
shares
|
$9.54 Million
1.5% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
187,419
shares
|
$9.44 Million
0.02% of portfolio
|
Q2 2024
Added 1.09%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
186,320
shares
|
$9.39 Million
7.2% of portfolio
|
Q1 2024
Added 12.8%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
182,659
shares
|
$9.2 Million
0.6% of portfolio
|
Q1 2024
Reduced 74.31%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
182,442
shares
|
$9.19 Million
0.39% of portfolio
|
Q3 2022
Added 6.41%
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 13, 2024 Q2 2024 |
176,772
shares
|
$8.91 Million
4.24% of portfolio
|
Q2 2024
Added 103.32%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
175,950
shares
|
$8.87 Million
0.44% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
Fortress Wealth Management, Inc.
|
Jul 16, 2024 Q2 2024 |
175,298
shares
|
$8.83 Million
5.1% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 08, 2024 Q2 2024 |
172,831
shares
|
$8.71 Million
6.45% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
Capital Management Corp
|
Jul 25, 2024 Q2 2024 |
171,286
shares
|
$8.63 Million
1.94% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
171,148
shares
|
$8.62 Million
1.39% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
165,695
shares
|
$8.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.57%
|
|
Howard Capital Management Inc.
|
Aug 05, 2024 Q2 2024 |
165,326
shares
|
$8.33 Million
1.01% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Melone Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
160,723
shares
|
$8.1 Million
4.79% of portfolio
|
Q2 2024
Added 17.67%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
157,033
shares
|
$7.91 Million
2.13% of portfolio
|
Q2 2024
Reduced 12.98%
|