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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
466,290
shares
|
$23.5 Million
0.67% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
450,433
shares
|
$22.7 Million
16.88% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
445,722
shares
|
$22.5 Million
4.99% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
438,385
shares
|
$22.1 Million
11.43% of portfolio
|
Q4 2024
Added 62.31%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
423,514
shares
|
$21.4 Million
12.22% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
422,531
shares
|
$21.3 Million
13.56% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
421,330
shares
|
$21.3 Million
7.43% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
417,628
shares
|
$21.1 Million
1.78% of portfolio
|
Q4 2024
Added 147.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
417,428
shares
|
$21.1 Million
1.91% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
412,349
shares
|
$20.8 Million
6.78% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
408,884
shares
|
$20.6 Million
1.9% of portfolio
|
Q4 2024
Reduced 33.78%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
399,549
shares
|
$20.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
374,013
shares
|
$18.9 Million
12.58% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
362,360
shares
|
$18.3 Million
7.25% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
362,159
shares
|
$18.3 Million
12.59% of portfolio
|
Q4 2024
Added 128.17%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
357,345
shares
|
$18 Million
1.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
355,100
shares
|
$17.9 Million
2.08% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Feb 14, 2025 Q4 2024 |
348,728
shares
|
$17.6 Million
1.76% of portfolio
|
Q4 2024
Reduced 33.1%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
347,373
shares
|
$17.5 Million
29.58% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
328,629
shares
|
$16.6 Million
1.48% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
326,723
shares
|
$16.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
325,450
shares
|
$16.4 Million
0.44% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
315,791
shares
|
$15.9 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
309,975
shares
|
$15.6 Million
1.99% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
308,157
shares
|
$15.5 Million
3.69% of portfolio
|
Q4 2024
Reduced 6.48%
|