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 |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,732
shares
|
$87,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,697
shares
|
$85,596
0.01% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,685
shares
|
$84,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,606
shares
|
$81,006
0.02% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,532
shares
|
$77,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,469
shares
|
$74,096
0.02% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
1,407
shares
|
$70,969
0.05% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,333
shares
|
$67,236
0.0% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,329
shares
|
$67,034
0.04% of portfolio
|
Q4 2024
Added 88.78%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,198
shares
|
$60,427
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,173
shares
|
$59,166
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,143
shares
|
$57,652
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
880
shares
|
$44,387
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
880
shares
|
$44,387
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
858
shares
|
$43,277
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
837
shares
|
$42,218
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
778
shares
|
$39,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
709
shares
|
$35,761
0.0% of portfolio
|
Q4 2024
Reduced 39.35%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
695
shares
|
$35,055
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
667
shares
|
$33,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
641
shares
|
$32,332
0.0% of portfolio
|
Q4 2024
Reduced 95.17%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
607
shares
|
$30,617
0.02% of portfolio
|
Q4 2024
Added 73.93%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
530
shares
|
$26,733
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
497
shares
|
$25,068
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
488
shares
|
$24,614
0.01% of portfolio
|
Q4 2024
Reduced 45.78%
|