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 |
---|---|---|---|---|---|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
111,347
shares
|
$5.61 Million
1.53% of portfolio
|
Q2 2024
Added 6.56%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
111,156
shares
|
$5.6 Million
0.24% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jul 19, 2024 Q2 2024 |
109,290
shares
|
$5.51 Million
1.32% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
109,020
shares
|
$5.49 Million
1.5% of portfolio
|
Q2 2024
Reduced 30.09%
|
|
American Planning Services, Inc.
Sun City Center, FL |
Aug 09, 2024 Q2 2024 |
108,394
shares
|
$5.46 Million
4.2% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
105,355
shares
|
$5.31 Million
0.37% of portfolio
|
Q2 2024
Added 26.55%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
103,330
shares
|
$5.21 Million
0.26% of portfolio
|
Q2 2024
Added 11.47%
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
101,815
shares
|
$5.13 Million
1.32% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
99,832
shares
|
$5.03 Million
0.08% of portfolio
|
Q2 2024
Added 4.33%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
99,077
shares
|
$4.99 Million
0.1% of portfolio
|
Q2 2024
Added 11.78%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
99,064
shares
|
$4.99 Million
1.28% of portfolio
|
Q2 2024
Added 6.54%
|
|
Sara Bay Financial
|
Jul 19, 2024 Q2 2024 |
98,526
shares
|
$4.96 Million
2.01% of portfolio
|
Q2 2024
Added 10.73%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 30, 2024 Q2 2024 |
97,076
shares
|
$4.89 Million
1.39% of portfolio
|
Q2 2024
Added 149.33%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
96,558
shares
|
$4.87 Million
1.03% of portfolio
|
Q2 2024
Added 15.67%
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
95,823
shares
|
$4.83 Million
0.02% of portfolio
|
Q2 2024
Added 91.76%
|
|
Bernardo Wealth Planning LLC
|
Jul 10, 2024 Q2 2024 |
95,663
shares
|
$4.82 Million
1.29% of portfolio
|
Q2 2024
Added 19.15%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
93,150
shares
|
$4.69 Million
0.62% of portfolio
|
Q2 2024
Added 81.0%
|
|
Private Advisory Group LLC
Redmond, WA |
Jul 23, 2024 Q2 2024 |
92,421
shares
|
$4.66 Million
0.62% of portfolio
|
Q2 2024
Added 775.53%
|
|
Middleton & CO Inc
|
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$4.64 Million
0.54% of portfolio
|
Q2 2024
Added 2.56%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
88,564
shares
|
$4.46 Million
2.04% of portfolio
|
Q2 2024
Added 4.09%
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
87,597
shares
|
$4.41 Million
1.81% of portfolio
|
Q2 2024
Added 22.63%
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2024 Q2 2024 |
87,119
shares
|
$4.39 Million
0.78% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
86,314
shares
|
$4.35 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
85,654
shares
|
$4.32 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
85,364
shares
|
$4.3 Million
0.17% of portfolio
|
Q2 2024
Added 9.53%
|