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 |
|---|---|---|---|---|---|
|
Adar1 Capital Management, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$504,400
0.1% of portfolio
|
Q3 2024
Reduced 81.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
9,994
shares
|
$504,097
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,927
shares
|
$500,717
0.03% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
9,900
shares
|
$499,356
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
9,362
shares
|
$472,219
0.12% of portfolio
|
Q4 2024
Reduced 23.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
9,257
shares
|
$466,923
0.05% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
9,182
shares
|
$463,140
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,032
shares
|
$455,574
0.05% of portfolio
|
Q4 2024
Reduced 98.18%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,900
shares
|
$448,916
0.11% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
8,476
shares
|
$427,529
0.19% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
8,415
shares
|
$424,452
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
8,326
shares
|
$419,963
0.06% of portfolio
|
Q4 2024
Reduced 70.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,264
shares
|
$416,836
0.02% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
8,237
shares
|
$415,474
0.41% of portfolio
|
Q4 2024
Reduced 57.97%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,174
shares
|
$412,296
0.01% of portfolio
|
Q4 2024
Added 64.53%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
8,131
shares
|
$410,127
0.06% of portfolio
|
Q4 2024
Reduced 27.36%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
8,124
shares
|
$409,774
0.01% of portfolio
|
Q4 2024
Reduced 36.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,029
shares
|
$404,982
0.02% of portfolio
|
Q4 2024
Added 54.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
8,026
shares
|
$404,831
0.03% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,919
shares
|
$399,434
0.27% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
7,895
shares
|
$398,223
0.09% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,880
shares
|
$397,467
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,819
shares
|
$394,390
0.0% of portfolio
|
Q2 2023
Added 47.83%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,663
shares
|
$386,521
0.1% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
7,646
shares
|
$385,664
0.02% of portfolio
|
Q3 2024
Reduced 11.04%
|