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 564 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
21,845,010
shares
|
$1.1 Billion
40.99% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
19,576,514
shares
|
$987 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
19,518,589
shares
|
$984 Million
0.08% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
15,358,253
shares
|
$774 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,903,153
shares
|
$650 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,239,996
shares
|
$314 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,007,317
shares
|
$303 Million
20.53% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,707,171
shares
|
$288 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
4,864,628
shares
|
$245 Million
42.54% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,847,514
shares
|
$244 Million
0.74% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,287,378
shares
|
$216 Million
0.06% of portfolio
|
Q3 2024
Reduced 47.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,800,065
shares
|
$192 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,054,629
shares
|
$154 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,827,540
shares
|
$143 Million
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,587,095
shares
|
$130 Million
0.18% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,571,494
shares
|
$130 Million
0.18% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,542,423
shares
|
$128 Million
0.74% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,950,524
shares
|
$98.3 Million
1.3% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,905,593
shares
|
$96 Million
2.79% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,904,965
shares
|
$96 Million
5.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,810,637
shares
|
$91.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,774,472
shares
|
$89.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,657,300
shares
|
$83.5 Million
0.13% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
1,612,975
shares
|
$81.3 Million
8.35% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$77.1 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|