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 544 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,029
shares
|
$354,823
0.01% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
6,906
shares
|
$348,614
0.08% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
6,733
shares
|
$339,881
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
6,684
shares
|
$337,408
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,507
shares
|
$328,473
0.01% of portfolio
|
Q3 2024
Reduced 89.98%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,496
shares
|
$327,918
0.01% of portfolio
|
Q3 2024
Reduced 42.32%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
6,446
shares
|
$325,394
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,431
shares
|
$324,636
0.01% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,344
shares
|
$320,245
0.01% of portfolio
|
Q3 2024
Reduced 74.24%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,323
shares
|
$319,185
0.06% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
6,292
shares
|
$317,620
0.0% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
6,146
shares
|
$310,250
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
6,115
shares
|
$308,685
0.01% of portfolio
|
Q4 2024
Reduced 48.56%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,098
shares
|
$307,827
0.03% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
6,040
shares
|
$304,899
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
6,008
shares
|
$303,283
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,992
shares
|
$302,476
0.01% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
5,988
shares
|
$302,274
0.54% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
5,898
shares
|
$297,731
0.07% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,865
shares
|
$296,065
0.13% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
5,805
shares
|
$293,036
0.07% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$292,481
0.0% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,712
shares
|
$288,341
0.04% of portfolio
|
Q3 2024
Reduced 96.66%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,618
shares
|
$283,596
1.09% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
5,518
shares
|
$278,548
0.04% of portfolio
|
Q4 2023
Reduced 40.83%
|