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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,209
shares
|
$212,301
0.1% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,205
shares
|
$212,100
0.15% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
4,145
shares
|
$209,073
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
4,078
shares
|
$205,694
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
4,040
shares
|
$203,777
0.0% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,038
shares
|
$203,676
0.0% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,038
shares
|
$203,676
0.0% of portfolio
|
Q4 2024
Reduced 72.17%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
4,014
shares
|
$202,466
0.06% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
3,977
shares
|
$200,599
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
3,862
shares
|
$194,799
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,808
shares
|
$192,075
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,800
shares
|
$191,672
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
3,580
shares
|
$180,575
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,383
shares
|
$170,638
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,173
shares
|
$160,046
0.0% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,902
shares
|
$146,376
0.0% of portfolio
|
Q4 2024
Reduced 33.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,800
shares
|
$141,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,513
shares
|
$126,755
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,421
shares
|
$122,115
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,288
shares
|
$115,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,197
shares
|
$110,816
0.05% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,182
shares
|
$110,060
0.0% of portfolio
|
Q4 2024
Reduced 66.53%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
2,061
shares
|
$103,956
0.02% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,060
shares
|
$103,906
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,812
shares
|
$91,397
0.04% of portfolio
|
Q4 2024
Reduced 52.0%
|