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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
170,591
shares
|
$8.61 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
170,000
shares
|
$8.58 Million
0.36% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
169,671
shares
|
$8.56 Million
1.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
167,432
shares
|
$8.45 Million
0.03% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
166,769
shares
|
$8.41 Million
0.02% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
163,350
shares
|
$8.24 Million
3.6% of portfolio
|
Q4 2024
Added 131.8%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
158,923
shares
|
$8.02 Million
2.81% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
157,920
shares
|
$7.97 Million
0.34% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
157,172
shares
|
$7.93 Million
7.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
153,414
shares
|
$7.74 Million
6.13% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
152,998
shares
|
$7.72 Million
0.06% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
147,198
shares
|
$7.43 Million
0.42% of portfolio
|
Q4 2024
Reduced 28.44%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
144,556
shares
|
$7.29 Million
2.19% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
142,518
shares
|
$7.19 Million
2.23% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
141,723
shares
|
$7.15 Million
1.14% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Feb 05, 2025 Q4 2024 |
141,179
shares
|
$7.12 Million
5.14% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
140,765
shares
|
$7.1 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
137,126
shares
|
$6.92 Million
3.9% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
135,798
shares
|
$6.85 Million
3.19% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
135,395
shares
|
$6.83 Million
5.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
135,094
shares
|
$6.82 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
134,645
shares
|
$6.79 Million
0.16% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
134,163
shares
|
$6.77 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
132,883
shares
|
$6.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
130,874
shares
|
$6.6 Million
0.99% of portfolio
|
Q4 2024
New holding
|