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 |
|---|---|---|---|---|---|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
241,808
shares
|
$12.2 Million
11.12% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
240,761
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
239,600
shares
|
$12.1 Million
5.31% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
237,249
shares
|
$12 Million
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
228,840
shares
|
$11.5 Million
0.11% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
212,031
shares
|
$10.7 Million
0.59% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
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%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
208,700
shares
|
$10.5 Million
5.4% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
198,993
shares
|
$10 Million
1.14% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
198,386
shares
|
$10 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
195,151
shares
|
$9.85 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
192,110
shares
|
$9.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
190,565
shares
|
$9.61 Million
2.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
189,956
shares
|
$9.58 Million
2.76% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
186,516
shares
|
$9.41 Million
0.43% of portfolio
|
Q4 2024
Added 56.27%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
185,859
shares
|
$9.38 Million
1.55% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
185,827
shares
|
$9.37 Million
0.34% of portfolio
|
Q4 2024
Reduced 28.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
182,700
shares
|
$9.22 Million
0.0% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
182,568
shares
|
$9.21 Million
0.01% of portfolio
|
Q4 2024
Added 38.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
182,442
shares
|
$9.2 Million
0.39% of portfolio
|
Q3 2022
Added 6.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
180,860
shares
|
$9.12 Million
0.27% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
179,443
shares
|
$9.05 Million
2.91% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
174,065
shares
|
$8.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 30.82%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
171,983
shares
|
$8.68 Million
1.13% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
171,861
shares
|
$8.67 Million
2.85% of portfolio
|
Q4 2024
Added 0.3%
|