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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
479
shares
|
$24,160
0.0% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$23,202
0.0% of portfolio
|
Q1 2022
Added 20.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
431
shares
|
$21,739
0.02% of portfolio
|
Q4 2024
Reduced 46.46%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
300
shares
|
$15,132
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
282
shares
|
$14,224
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$12,610
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$10,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$10,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
198
shares
|
$9,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
195
shares
|
$9,835
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
139
shares
|
$7,011
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
135
shares
|
$6,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
130
shares
|
$6,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
129
shares
|
$6,506
0.0% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
125
shares
|
$6,305
0.0% of portfolio
|
Q4 2024
Reduced 99.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
119
shares
|
$6,002
0.0% of portfolio
|
Q2 2023
Reduced 94.45%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
72
shares
|
$3,631
0.0% of portfolio
|
Q4 2024
Reduced 41.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
69
shares
|
$3,480
0.0% of portfolio
|
Q3 2024
Reduced 73.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
68
shares
|
$3,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
59
shares
|
$2,975
0.0% of portfolio
|
Q1 2023
Reduced 98.31%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
57
shares
|
$2,875
0.0% of portfolio
|
Q1 2023
Reduced 42.42%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
49
shares
|
$2,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
44
shares
|
$2,219
0.0% of portfolio
|
Q1 2023
Added 79.55%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
44
shares
|
$2,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
37
shares
|
$1,866
0.0% of portfolio
|
Q4 2024
Reduced 89.43%
|