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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
129
shares
|
$6,501
0.0% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
125
shares
|
$6,300
0.0% of portfolio
|
Q4 2024
Reduced 99.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
119
shares
|
$5,997
0.0% of portfolio
|
Q2 2023
Reduced 94.45%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
72
shares
|
$3,628
0.0% of portfolio
|
Q4 2024
Reduced 41.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
69
shares
|
$3,477
0.0% of portfolio
|
Q3 2024
Reduced 73.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
68
shares
|
$3,427
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
59
shares
|
$2,973
0.0% of portfolio
|
Q1 2023
Reduced 98.31%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
57
shares
|
$2,872
0.0% of portfolio
|
Q1 2023
Reduced 42.42%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
49
shares
|
$2,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
48
shares
|
$2,419
0.0% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
44
shares
|
$2,217
0.0% of portfolio
|
Q1 2023
Added 79.55%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
20
shares
|
$1,008
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
19
shares
|
$957
0.0% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
14
shares
|
$705
0.0% of portfolio
|
Q1 2024
Added 7400.0%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
12
shares
|
$604
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
11
shares
|
$554
0.0% of portfolio
|
Q2 2022
Reduced 42.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
9
shares
|
$453
0.04% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|