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 |
---|---|---|---|---|---|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
82,346
shares
|
$4.15 Million
3.41% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
80,946
shares
|
$4.08 Million
0.6% of portfolio
|
Q2 2024
Added 2.29%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
78,581
shares
|
$3.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 23.81%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
77,405
shares
|
$3.9 Million
2.0% of portfolio
|
Q2 2024
Added 14.31%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
76,458
shares
|
$3.85 Million
2.18% of portfolio
|
Q2 2024
Reduced 52.34%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 31, 2024 Q2 2024 |
74,799
shares
|
$3.77 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
73,546
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2024
Added 11.79%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
72,721
shares
|
$3.66 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Fortune 45 LLC
|
Jul 30, 2024 Q2 2024 |
72,664
shares
|
$3.66 Million
2.8% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
Elmwood Wealth Management, Inc.
|
Aug 13, 2024 Q2 2024 |
71,299
shares
|
$3.59 Million
1.74% of portfolio
|
Q2 2024
Reduced 18.12%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
70,884
shares
|
$3.57 Million
0.08% of portfolio
|
Q2 2024
Added 117.34%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
70,383
shares
|
$3.55 Million
0.8% of portfolio
|
Q2 2024
Added 0.4%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,043
shares
|
$3.53 Million
0.41% of portfolio
|
Q4 2023
Added 1.69%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
69,113
shares
|
$3.48 Million
2.96% of portfolio
|
Q4 2022
Added 4.91%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
67,158
shares
|
$3.38 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
66,917
shares
|
$3.37 Million
0.05% of portfolio
|
Q2 2024
Added 535.61%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 25, 2024 Q2 2024 |
66,718
shares
|
$3.36 Million
1.89% of portfolio
|
Q2 2024
Reduced 19.29%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
66,569
shares
|
$3.35 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.7%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
65,842
shares
|
$3.32 Million
0.5% of portfolio
|
Q2 2024
Reduced 5.27%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
64,955
shares
|
$3.27 Million
0.16% of portfolio
|
Q2 2024
Added 4.97%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62,820
shares
|
$3.17 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
62,347
shares
|
$3.14 Million
0.79% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
62,039
shares
|
$3.13 Million
0.55% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
58,560
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2024
Added 16.56%
|
|
Calton & Associates, Inc.
|
Jul 19, 2024 Q2 2024 |
57,832
shares
|
$2.91 Million
1.51% of portfolio
|
Q2 2024
Reduced 76.47%
|