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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,593
shares
|
$382,990
0.01% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,584
shares
|
$382,536
0.01% of portfolio
|
Q3 2024
Added 163.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7,381
shares
|
$372,297
0.0% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,329
shares
|
$369,674
0.01% of portfolio
|
Q4 2024
Reduced 62.01%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,258
shares
|
$366,093
0.02% of portfolio
|
Q4 2024
Added 63.32%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Feb 13, 2025 Q4 2024 |
7,254
shares
|
$365,891
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
6,906
shares
|
$348,338
0.08% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,799
shares
|
$342,941
0.03% of portfolio
|
Q4 2024
Reduced 98.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
6,733
shares
|
$339,612
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
6,684
shares
|
$337,140
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
6,616
shares
|
$333,711
0.07% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,431
shares
|
$324,379
0.01% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
6,430
shares
|
$324,329
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
6,146
shares
|
$310,004
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
6,115
shares
|
$308,440
0.01% of portfolio
|
Q4 2024
Reduced 48.56%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,040
shares
|
$304,657
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
5,988
shares
|
$302,034
0.54% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
5,893
shares
|
$297,242
0.07% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
5,886
shares
|
$296,889
0.08% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,865
shares
|
$295,830
0.12% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,716
shares
|
$288,315
0.01% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
5,702
shares
|
$287,608
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,618
shares
|
$283,371
1.09% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,518
shares
|
$278,327
0.04% of portfolio
|
Q4 2023
Reduced 40.83%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,494
shares
|
$277,117
0.19% of portfolio
|
Q3 2023
Reduced 2.54%
|