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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
130,874
shares
|
$6.6 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
130,317
shares
|
$6.57 Million
1.22% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
128,895
shares
|
$6.5 Million
1.71% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
127,770
shares
|
$6.44 Million
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
127,620
shares
|
$6.44 Million
1.71% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.41 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
126,788
shares
|
$6.4 Million
0.45% of portfolio
|
Q4 2024
Added 128.89%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
126,122
shares
|
$6.36 Million
4.2% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
126,040
shares
|
$6.36 Million
0.77% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
122,476
shares
|
$6.18 Million
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
121,656
shares
|
$6.14 Million
3.38% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
121,603
shares
|
$6.13 Million
0.12% of portfolio
|
Q4 2024
Added 149.91%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
121,189
shares
|
$6.11 Million
1.69% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
120,533
shares
|
$6.08 Million
1.87% of portfolio
|
Q4 2024
Added 39.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
116,601
shares
|
$5.88 Million
0.21% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
116,311
shares
|
$5.87 Million
0.2% of portfolio
|
Q4 2024
Added 33613.33%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
116,164
shares
|
$5.86 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
115,155
shares
|
$5.81 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
113,994
shares
|
$5.75 Million
3.06% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
112,379
shares
|
$5.67 Million
2.68% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
111,977
shares
|
$5.65 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.74%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
111,595
shares
|
$5.63 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
108,788
shares
|
$5.49 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
108,744
shares
|
$5.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.19%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
103,714
shares
|
$5.23 Million
0.35% of portfolio
|
Q4 2024
Added 426.25%
|