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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
44,630
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2024
Added 603.5%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
44,544
shares
|
$2.25 Million
0.34% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
44,046
shares
|
$2.22 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
43,929
shares
|
$2.22 Million
0.16% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
43,836
shares
|
$2.21 Million
0.67% of portfolio
|
Q1 2023
Added 134.86%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
43,455
shares
|
$2.19 Million
1.79% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
43,445
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 87.87%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
43,264
shares
|
$2.18 Million
0.37% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,760
shares
|
$2.16 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
42,685
shares
|
$2.15 Million
0.11% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
41,825
shares
|
$2.11 Million
0.66% of portfolio
|
Q4 2024
Reduced 71.44%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
41,394
shares
|
$2.09 Million
5.6% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
41,197
shares
|
$2.08 Million
0.13% of portfolio
|
Q4 2024
Added 104.61%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
39,612
shares
|
$2 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
39,495
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
38,959
shares
|
$1.97 Million
0.08% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
38,383
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
38,128
shares
|
$1.92 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
37,357
shares
|
$1.88 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
37,073
shares
|
$1.87 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
36,566
shares
|
$1.84 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
36,413
shares
|
$1.84 Million
0.53% of portfolio
|
Q4 2024
Reduced 63.91%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
35,965
shares
|
$1.81 Million
0.09% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
35,858
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
35,185
shares
|
$1.77 Million
0.68% of portfolio
|
Q4 2024
Reduced 81.93%
|