Institutional shares held 220 Million
0 calls
0 puts
Total value of holdings $11.1B
$0 calls
$0 puts
# of Institutions 580


Latest Institutional Activity in USFR

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 5.71M ($288M)
Q4 2024
Serenus Wealth Advisors, LLC Shares Held: 4.86M ($246M)
Q4 2024
Summit Trail Advisors, LLC Shares Held: 21.8M ($1.1B)
Q4 2024
Halbert Hargrove Global Advisors, LLC Shares Held: 1.9M ($96.2M)
Q4 2024
Lido Advisors, LLC Shares Held: 1.51M ($76.1M)

Top Sells

Q4 2024
Jpmorgan Chase & CO Shares Held: 10M ($505M)
Q4 2024
Annex Advisory Services, LLC Shares Held: 20.1K ($1.01M)
Q4 2024
Ameriprise Financial Inc Shares Held: 3.77M ($190M)
Q4 2024
Camden Capital, LLC Shares Held: 9.03K ($456K)
Q4 2024
Tobias Financial Advisors, Inc. Shares Held: 493K ($24.9M)

About USFR

Track Institutional and Insider Activities on USFR

Follow WISDOMTREE FLOATING RATE TREAS and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells USFR shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Floating Rate Treas insider buys or sells USFR shares.

Notify only if

News

Receive news related to WISDOMTREE FLOATING RATE TREAS

Track Activities on USFR