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 |
---|---|---|---|---|---|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
156,415
shares
|
$7.88 Million
1.56% of portfolio
|
Q2 2024
Added 1.21%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
155,865
shares
|
$7.85 Million
1.25% of portfolio
|
Q2 2024
Added 43.37%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
153,142
shares
|
$7.72 Million
2.69% of portfolio
|
Q2 2024
Added 88.46%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
152,665
shares
|
$7.69 Million
1.15% of portfolio
|
Q2 2024
Added 13.0%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
151,995
shares
|
$7.66 Million
0.88% of portfolio
|
Q2 2024
Reduced 12.99%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
145,866
shares
|
$7.35 Million
0.25% of portfolio
|
Q2 2024
Added 2.9%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 02, 2024 Q2 2024 |
142,054
shares
|
$7.16 Million
2.56% of portfolio
|
Q2 2024
Added 4.34%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
139,635
shares
|
$7.04 Million
0.06% of portfolio
|
Q2 2024
Added 63.11%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 08, 2024 Q2 2024 |
139,559
shares
|
$7.03 Million
2.48% of portfolio
|
Q2 2024
Reduced 8.45%
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Aug 09, 2024 Q2 2024 |
139,231
shares
|
$7.02 Million
0.68% of portfolio
|
Q2 2024
Added 107.17%
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
138,260
shares
|
$6.97 Million
4.5% of portfolio
|
Q2 2024
Reduced 20.12%
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
133,692
shares
|
$6.74 Million
0.08% of portfolio
|
Q2 2024
Reduced 47.87%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
133,338
shares
|
$6.72 Million
1.06% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
131,718
shares
|
$6.64 Million
0.13% of portfolio
|
Q2 2024
Added 5505.02%
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
129,778
shares
|
$6.54 Million
4.51% of portfolio
|
Q2 2024
Reduced 25.9%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
129,736
shares
|
$6.54 Million
0.89% of portfolio
|
Q2 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
128,784
shares
|
$6.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
128,734
shares
|
$6.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.4 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
126,086
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 93.62%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
123,458
shares
|
$6.22 Million
0.17% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
122,518
shares
|
$6.17 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
118,449
shares
|
$5.97 Million
2.98% of portfolio
|
Q2 2024
Added 118.25%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
113,664
shares
|
$5.73 Million
0.24% of portfolio
|
Q4 2022
Closed
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
111,595
shares
|
$5.62 Million
0.34% of portfolio
|
Q4 2023
Reduced 0.04%
|