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 585 institutions that hold shares in the stock, with a total of 221 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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
74,997
shares
|
$3.78 Million
0.5% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
74,886
shares
|
$3.78 Million
1.22% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
74,788
shares
|
$3.77 Million
2.16% of portfolio
|
Q4 2024
Added 50.22%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
72,810
shares
|
$3.67 Million
0.57% of portfolio
|
Q2 2024
Reduced 16.85%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
72,408
shares
|
$3.65 Million
0.29% of portfolio
|
Q4 2024
Reduced 39.97%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
70,866
shares
|
$3.57 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
70,678
shares
|
$3.56 Million
0.23% of portfolio
|
Q4 2024
Added 49.08%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
70,227
shares
|
$3.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
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
|
$3.49 Million
2.96% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
68,907
shares
|
$3.48 Million
0.49% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
67,009
shares
|
$3.38 Million
1.2% of portfolio
|
Q4 2024
Reduced 20.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
66,159
shares
|
$3.34 Million
0.86% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
65,884
shares
|
$3.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
65,245
shares
|
$3.29 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62,820
shares
|
$3.17 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
61,717
shares
|
$3.11 Million
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
61,376
shares
|
$3.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
61,152
shares
|
$3.08 Million
1.33% of portfolio
|
Q4 2024
Added 147.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
61,121
shares
|
$3.08 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
60,481
shares
|
$3.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
60,032
shares
|
$3.03 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
59,735
shares
|
$3.01 Million
0.14% of portfolio
|
Q4 2024
Added 68.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
59,500
shares
|
$3 Million
0.07% of portfolio
|
Q4 2024
Added 60.06%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
59,491
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Added 2.64%
|