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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
5,446
shares
|
$274,696
0.04% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,444
shares
|
$274,595
0.01% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
5,267
shares
|
$265,667
0.19% of portfolio
|
Q4 2024
Reduced 37.79%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
5,147
shares
|
$259,614
0.02% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
5,140
shares
|
$259,261
0.02% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
5,076
shares
|
$256,033
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,040
shares
|
$254,217
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
5,015
shares
|
$252,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$252,200
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$250,989
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,956
shares
|
$249,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
4,818
shares
|
$243,019
0.42% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,764
shares
|
$240,296
0.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,748
shares
|
$239,489
0.0% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
4,668
shares
|
$235,453
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
4,663
shares
|
$235,201
0.02% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
4,660
shares
|
$235,050
0.13% of portfolio
|
Q3 2024
Reduced 73.94%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
4,616
shares
|
$232,831
0.05% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
4,589
shares
|
$231,469
0.01% of portfolio
|
Q4 2024
Reduced 75.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
4,571
shares
|
$230,561
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,558
shares
|
$229,905
0.0% of portfolio
|
Q4 2024
Reduced 93.97%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
4,420
shares
|
$222,944
0.11% of portfolio
|
Q4 2024
Reduced 78.98%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
4,309
shares
|
$217,345
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
4,275
shares
|
$215,631
0.06% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
4,216
shares
|
$212,655
0.05% of portfolio
|
Q4 2024
Added 0.17%
|