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 |
|---|---|---|---|---|---|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
58,152
shares
|
$2.93 Million
0.8% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
56,962
shares
|
$2.87 Million
0.63% of portfolio
|
Q4 2024
Reduced 51.25%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
55,768
shares
|
$2.81 Million
1.18% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
55,565
shares
|
$2.8 Million
0.63% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
54,614
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
54,035
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 52.81%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
51,731
shares
|
$2.61 Million
2.23% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
51,624
shares
|
$2.6 Million
4.53% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
51,505
shares
|
$2.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
51,159
shares
|
$2.58 Million
0.14% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
50,868
shares
|
$2.57 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
50,008
shares
|
$2.52 Million
2.05% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
49,788
shares
|
$2.51 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,526
shares
|
$2.5 Million
0.65% of portfolio
|
Q4 2024
Added 54.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
49,017
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,753
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2023
Added 58.99%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
47,136
shares
|
$2.38 Million
0.49% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
46,612
shares
|
$2.35 Million
0.14% of portfolio
|
Q4 2024
Added 84.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
46,543
shares
|
$2.35 Million
1.29% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
46,284
shares
|
$2.33 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
46,212
shares
|
$2.33 Million
1.3% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
45,390
shares
|
$2.29 Million
0.52% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
45,188
shares
|
$2.28 Million
1.34% of portfolio
|
Q4 2023
Reduced 18.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
45,144
shares
|
$2.28 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
44,792
shares
|
$2.26 Million
0.33% of portfolio
|
Q4 2024
Added 17.81%
|