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 528 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
110,212
shares
|
$5.56 Million
0.56% of portfolio
|
Q3 2024
Reduced 47.55%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
108,286
shares
|
$5.46 Million
0.64% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
106,958
shares
|
$5.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
104,131
shares
|
$5.25 Million
0.23% of portfolio
|
Q3 2024
Added 21.98%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
102,780
shares
|
$5.19 Million
0.77% of portfolio
|
Q3 2024
Reduced 32.68%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
102,317
shares
|
$5.16 Million
4.51% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
101,815
shares
|
$5.14 Million
1.32% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
101,567
shares
|
$5.12 Million
1.27% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
101,123
shares
|
$5.1 Million
0.1% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
100,901
shares
|
$5.09 Million
1.54% of portfolio
|
Q3 2024
Reduced 27.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
97,428
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
96,742
shares
|
$4.88 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
95,161
shares
|
$4.8 Million
1.32% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
93,868
shares
|
$4.74 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
92,957
shares
|
$4.69 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
91,564
shares
|
$4.62 Million
3.5% of portfolio
|
Q3 2024
Reduced 57.11%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
89,044
shares
|
$4.49 Million
0.08% of portfolio
|
Q3 2024
Added 814.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
88,540
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.22%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
86,472
shares
|
$4.36 Million
1.36% of portfolio
|
Q3 2024
Added 58.9%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
84,155
shares
|
$4.25 Million
1.67% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
83,256
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
82,178
shares
|
$4.15 Million
1.99% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
81,785
shares
|
$4.13 Million
1.86% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
80,946
shares
|
$4.08 Million
0.6% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
79,323
shares
|
$4 Million
1.44% of portfolio
|
Q3 2024
Reduced 19.49%
|