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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,411,245
shares
|
$71.2 Million
11.27% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,393,946
shares
|
$70.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
1,358,650
shares
|
$68.6 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,125,525
shares
|
$56.8 Million
1.38% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,094,897
shares
|
$55.3 Million
0.33% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,091,393
shares
|
$55.1 Million
16.74% of portfolio
|
Q1 2023
Added 7.01%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,053,852
shares
|
$53.2 Million
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,021,046
shares
|
$51.5 Million
0.53% of portfolio
|
Q3 2024
Added 372.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
991,277
shares
|
$50 Million
0.15% of portfolio
|
Q3 2024
Reduced 16.8%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
974,456
shares
|
$49.2 Million
7.84% of portfolio
|
Q3 2024
Reduced 14.99%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
972,637
shares
|
$49.1 Million
10.06% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
969,665
shares
|
$48.9 Million
19.0% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
959,299
shares
|
$48.4 Million
30.6% of portfolio
|
Q3 2024
Reduced 42.24%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
934,830
shares
|
$47.2 Million
7.56% of portfolio
|
Q4 2024
Reduced 33.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
930,143
shares
|
$47 Million
0.27% of portfolio
|
Q3 2024
Reduced 53.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
883,213
shares
|
$44.6 Million
0.0% of portfolio
|
Q2 2024
Added 455164.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
870,257
shares
|
$43.9 Million
0.82% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
868,773
shares
|
$43.9 Million
2.19% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
855,607
shares
|
$43.2 Million
0.64% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
846,820
shares
|
$42.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
822,878
shares
|
$41.5 Million
15.01% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
791,936
shares
|
$40 Million
5.4% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
761,358
shares
|
$38.4 Million
1.56% of portfolio
|
Q3 2024
Added 88.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
727,254
shares
|
$36.7 Million
0.34% of portfolio
|
Q3 2024
Added 34.49%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
706,162
shares
|
$35.6 Million
6.18% of portfolio
|
Q4 2024
New holding
|