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 |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
34,605
shares
|
$1.75 Million
0.43% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
33,965
shares
|
$1.71 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
33,929
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,871
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2023
Reduced 19.11%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
33,759
shares
|
$1.7 Million
0.31% of portfolio
|
Q4 2024
Added 153.52%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
33,737
shares
|
$1.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 23.17%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
33,582
shares
|
$1.69 Million
0.29% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
33,476
shares
|
$1.69 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
32,650
shares
|
$1.65 Million
0.16% of portfolio
|
Q4 2024
Added 118.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
32,613
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Added 136.36%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
32,599
shares
|
$1.64 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
32,230
shares
|
$1.63 Million
0.5% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
32,181
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
31,950
shares
|
$1.61 Million
0.49% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
31,882
shares
|
$1.61 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
31,795
shares
|
$1.6 Million
0.17% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
30,142
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
29,963
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 55.21%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
29,691
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
29,037
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 32.76%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
28,883
shares
|
$1.46 Million
0.92% of portfolio
|
Q4 2024
Reduced 83.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,356
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
28,185
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.86%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
28,024
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 383.67%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
27,819
shares
|
$1.4 Million
0.85% of portfolio
|
Q4 2024
Added 35.92%
|