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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
102,659
shares
|
$5.18 Million
2.28% of portfolio
|
Q4 2024
Added 25.52%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
102,317
shares
|
$5.16 Million
4.51% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
101,815
shares
|
$5.14 Million
1.32% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
100,450
shares
|
$5.07 Million
0.5% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
96,747
shares
|
$4.88 Million
1.34% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
96,072
shares
|
$4.85 Million
0.06% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
95,992
shares
|
$4.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
95,153
shares
|
$4.8 Million
1.13% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
90,484
shares
|
$4.56 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
86,416
shares
|
$4.36 Million
0.28% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
86,216
shares
|
$4.35 Million
2.19% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
85,219
shares
|
$4.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
85,027
shares
|
$4.29 Million
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
84,277
shares
|
$4.25 Million
0.95% of portfolio
|
Q4 2024
Reduced 69.17%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Feb 18, 2025 Q4 2024 |
84,141
shares
|
$4.24 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
84,085
shares
|
$4.24 Million
1.66% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
82,677
shares
|
$4.17 Million
0.61% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
80,609
shares
|
$4.07 Million
0.02% of portfolio
|
Q4 2024
Added 40.36%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
78,893
shares
|
$3.98 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
78,068
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 59.51%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
77,760
shares
|
$3.92 Million
1.03% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
75,687
shares
|
$3.82 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
75,532
shares
|
$3.81 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
75,405
shares
|
$3.8 Million
0.94% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
75,125
shares
|
$3.79 Million
0.02% of portfolio
|
Q4 2024
Added 6.06%
|