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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
1,502,290
shares
|
$75.8 Million
14.25% of portfolio
|
Q4 2024
Added 25.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,479,942
shares
|
$74.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,447,452
shares
|
$73 Million
0.24% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,430,422
shares
|
$72.2 Million
14.67% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,411,245
shares
|
$71.2 Million
11.27% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,404,395
shares
|
$70.8 Million
0.71% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
1,366,730
shares
|
$68.9 Million
1.62% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,296,762
shares
|
$65.4 Million
0.38% of portfolio
|
Q4 2024
Added 39.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,178,051
shares
|
$59.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,094,897
shares
|
$55.2 Million
0.33% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,091,393
shares
|
$55 Million
16.74% of portfolio
|
Q1 2023
Added 7.01%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,049,269
shares
|
$52.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
994,275
shares
|
$50.2 Million
0.12% of portfolio
|
Q4 2024
Added 1022.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
986,193
shares
|
$49.7 Million
2.36% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
981,294
shares
|
$49.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
969,665
shares
|
$48.9 Million
19.0% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
934,830
shares
|
$47.2 Million
7.56% of portfolio
|
Q4 2024
Reduced 33.68%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
924,336
shares
|
$46.6 Million
4.09% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
906,331
shares
|
$45.7 Million
0.8% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
883,213
shares
|
$44.5 Million
0.0% of portfolio
|
Q2 2024
Added 455164.44%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
872,858
shares
|
$44 Million
0.64% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
872,130
shares
|
$44 Million
28.28% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
870,283
shares
|
$43.9 Million
0.06% of portfolio
|
Q4 2024
Added 31.99%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
860,758
shares
|
$43.4 Million
4.77% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
846,820
shares
|
$42.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.25%
|