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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
822,878
shares
|
$41.5 Million
15.01% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
774,275
shares
|
$39.1 Million
20.3% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
768,719
shares
|
$38.8 Million
1.55% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
706,162
shares
|
$35.6 Million
6.18% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
681,824
shares
|
$34.4 Million
4.76% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
658,860
shares
|
$33.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
658,068
shares
|
$33.2 Million
11.26% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
630,856
shares
|
$31.8 Million
1.39% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
619,718
shares
|
$31.3 Million
10.74% of portfolio
|
Q4 2024
Added 438.94%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
619,097
shares
|
$31.2 Million
3.38% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
617,314
shares
|
$31.1 Million
13.25% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
607,608
shares
|
$30.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
599,245
shares
|
$30.2 Million
9.94% of portfolio
|
Q4 2024
Added 56.39%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
590,520
shares
|
$29.8 Million
6.56% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
587,199
shares
|
$29.6 Million
23.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
570,978
shares
|
$28.8 Million
8.22% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
530,361
shares
|
$26.8 Million
4.5% of portfolio
|
Q4 2024
Reduced 45.57%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
526,626
shares
|
$26.6 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
526,116
shares
|
$26.5 Million
0.11% of portfolio
|
Q4 2024
Added 44.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
525,641
shares
|
$26.5 Million
0.93% of portfolio
|
Q4 2024
Added 1269.36%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
518,068
shares
|
$26.1 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
495,993
shares
|
$25 Million
22.87% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
493,119
shares
|
$24.9 Million
5.13% of portfolio
|
Q4 2024
Reduced 49.3%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
491,723
shares
|
$24.8 Million
1.95% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Feb 07, 2025 Q4 2024 |
474,804
shares
|
$23.9 Million
7.4% of portfolio
|
Q4 2024
New holding
|