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Get Institutions for : 
Wisdomtree Bloomberg Floating Rate Treasury Fund (USFR)  
$50.52 0.02 (0.04%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 479    7
Total shares held : 
 220,712,092  
% of shares held : 
 41.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -26,027,398  
% of shares held change : 
   -4.95%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.33  
Last Quarter's Ending Price : 
 $50.24  
Last Quarter's Average Price : 
 $50.37  
Change from last quarter's     
avg. price to the last closing  : 
0.15 (0.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 2,143,723
 0.97%
 
Increased Positions :
188
 12,413,205
 5.62%
 
Unchanged Positions :
50
 3,634,412
 1.65%
 
Decreased Positions :
193
-31,237,956
-14.15%
 
Closed Positions :
55
-9,346,370
-4.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 172 - 2024-03-31 24,307,672 $1,222,433,000 -2,308,256
   MORGAN STANLEY 224 - 2024-03-31 20,672,568 $1,039,623,000 -702,418
   AMERIPRISE FINANCIAL INC 198 - 2024-03-31 7,931,789 $401,065,000 -1,051,219
   UBS Group AG 172 - 2024-03-31 7,206,471 $362,413,000 -769,468
   RICHARD BERNSTEIN ADVISORS LLC 5 - 2024-03-31 4,870,490 $244,937,000 -206,000
   CAPTRUST FINANCIAL ADVISORS 21 - 2024-03-31 4,617,542 $232,216,000 -92,882
   WELLS FARGO & CO/MN 293 - 2024-03-31 3,974,347 $199,870,000 -763,461
   HIGHTOWER ADVISORS, LLC 107 - 2024-03-31 2,510,839 $126,260,000 -119,419
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 143 - 2024-03-31 1,995,400 $100,349,000 -355,727
   RAYMOND JAMES & ASSOCIATES 257 - 2024-03-31 1,981,629 $99,656,000 -30,219
   Advisor Group Holdings Inc. 109 - 2024-03-31 1,664,114 $83,689,000 -2,227,163
   Kiely Wealth Advisory Group Inc. 1 - 2024-03-31 1,629,342 $81,997,000 -1,631
   IHT Wealth Management LLC 2 - 2024-03-31 1,455,440 $73,194,000 -13,010
   Cardinal Point Capital Management ULC 2 - 2024-03-31 1,419,168 $71,370,000 -47,112
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 100 - 2024-03-31 938,675 $47,206,000 -104,828
   MISSION WEALTH MANAGEMENT LLC 15 - 2024-03-31 883,124 $44,412,000 -219,722
   Gladstone Institutional Advisory LLC 3 - 2024-03-31 826,377 $41,558,000 -45,689
   STIFEL FINANCIAL CORP 347 - 2024-03-31 804,950 $40,481,000 -80,662
   STEPHENS INC /AR/ 28 - 2024-03-31 802,875 $40,377,000 -356,317
   Lunt Capital Management Inc. 1 - 2024-03-31 786,390 $39,548,000 -164,451
   Disciplina Capital Management LLC 5 - 2024-03-31 781,793 $39,316,000 -346,480
   Capital Planning Advisors LLC 1 - 2024-03-31 754,620 $37,950,000 -93,379
   Vertex Planning Partners LLC 2 - 2024-03-31 738,631 $37,146,000 -83,240
   SPC FINANCIAL, INC. 5 - 2024-03-31 708,697 $35,640,000 -148,066
   Mason & Associates Inc 4 - 2024-03-31 569,990 $28,665,000 -510,254
   AE Wealth Management LLC 80 - 2024-03-31 527,259 $26,516,000 -41,130
   Sanchez Wealth Management Group 1 - 2024-03-31 518,316 $26,066,000 -250,381
   BANK OF NEW YORK MELLON CORP 1421 - 2024-03-31 517,937 $26,047,000 -38,517
   Uniplan Investment Counsel Inc. 19 - 2024-03-31 440,153 $22,134,000 -126,858
   Capital Analysts Inc. 19 - 2024-03-31 393,483 $19,788,000 -10,020
   Rockefeller Capital Management L.P. 341 - 2024-03-31 381,176 $19,169,000 -214,419
   CABOT MONEY MANAGEMENT INC 8 - 2024-03-31 374,534 $18,835,000 -44,146
   REGIMEN WEALTH LLC 5 - 2024-03-31 362,811 $18,246,000 -5,251
   Magnus Financial Group LLC 10 - 2024-03-31 349,556 $17,579,000 -83,180
   Avestar Capital LLC 14 - 2024-03-31 336,308 $16,913,000 -169,291
   TECTONIC ADVISORS LLC 11 - 2024-03-31 328,033 $16,497,000 -14,111
   Leo Wealth LLC 12 - 2024-03-31 307,343 $15,457,000 -19,554
   MARINER WEALTH ADVISORS, LLC 391 - 2024-03-31 303,056 $15,241,000 -95,239
   GSB Wealth Management LLC 2 - 2024-03-31 288,575 $14,512,000 -68,533
   ANDERSON HOAGLAND & CO 16 - 2024-03-31 286,190 $14,421,000 -61,091
   TITAN CAPITAL MANAGEMENT, LLC /CA 5 - 2024-03-31 273,654 $13,762,000 -10,560
   BlackDiamond Wealth Management Inc. 1 - 2024-03-31 269,774 $13,567,000 -64,599
   Total Clarity Wealth Management Inc. 1 - 2024-03-31 259,726 $13,062,000 -23,774
   JANNEY MONTGOMERY SCOTT LLC 446 - 2024-03-31 255,611 $12,855,000 -50,510
   Geneos Wealth Management Inc. 31 - 2024-03-31 251,821 $12,664,000 -39,955
   Atria Wealth Solutions Inc. 153 - 2024-03-31 250,060 $12,576,000 -34,095
   Calton & Associates Inc. 1 - 2024-03-31 245,817 $12,362,000 -2,450
   J.W. COLE ADVISORS INC. 28 - 2024-03-31 232,348 $11,685,000 -4,638
   H D Vest Advisory Services 159 - 2024-03-31 221,028 $11,116,000 -24,234
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 56 - 2024-03-31 212,246 $10,674,000 -8,572
   SILVER OAK SECURITIES Inc 8 - 2024-03-31 211,650 $10,644,000 -8,222
   WT Wealth Management 3 - 2023-12-31 202,189 $10,158,000 -111,155
   Cetera Investment Advisers 168 - 2024-03-31 199,798 $10,048,000 -733,322
   BFT FINANCIAL GROUP LLC 16 - 2023-06-30 198,993 $10,013,000 -10,491
   ACORN CREEK CAPITAL LLC 6 - 2024-03-31 190,465 $9,578,000 -11,670
   TORONTO DOMINION BANK 453 - 2024-03-31 187,400 $9,424,000 -138,000
   FLAGSHIP HARBOR ADVISORS LLC 31 - 2024-03-31 182,659 $9,186,000 -528,394
   Milestone Investment Advisors LLC 13 - 2024-03-31 180,452 $9,075,000 -27,160
   Quantinno Capital Management LP 86 - 2024-03-31 178,949 $8,999,000 -23,769
   PALO ALTO WEALTH ADVISORS LLC 6 - 2024-03-31 175,131 $8,807,000 -26,829
   BEACON FINANCIAL GROUP 20 - 2024-03-31 174,681 $8,785,000 -6,627
   Howard Capital Management Inc. 12 - 2024-03-31 171,328 $8,616,000 -22,494
   Andina Capital Management LLC 2 - 2024-03-31 161,424 $8,118,000 -97,114
   L.M. KOHN & COMPANY 9 - 2024-03-31 155,952 $7,843,000 -20,388
   Fortis Group Advisors LLC 19 - 2024-03-31 154,546 $7,772,000 -22,494
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 3 - 2024-03-31 152,434 $7,666,000 -45,086
   MERCER GLOBAL ADVISORS INC /ADV 378 - 2024-03-31 141,143 $7,098,000 -93,634
   Manhattan West Asset Management LLC 14 - 2024-03-31 140,315 $7,056,000 -56,939
   Pallas Capital Advisors LLC 62 - 2024-03-31 138,214 $6,951,000 -40,600
   Laurel Wealth Advisors LLC 24 - 2024-03-31 135,532 $6,816,000 -1,565
   Pasadena Private Wealth LLC 16 - 2024-03-31 131,322 $6,604,000 -7,849
   TMD Wealth Management LLC 16 - 2024-03-31 130,217 $6,549,000 -8,696
   HPM Partners LLC 572 - 2024-03-31 130,089 $6,542,000 -3,134
   American Planning Services Inc. 8 - 2024-03-31 127,891 $6,432,000 -6,158
   CWM LLC 382 - 2024-03-31 121,281 $6,099,000 -2,610
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 29 - 2024-03-31 108,719 $5,467,000 -18,467
   SkyView Investment Advisors LLC 12 - 2024-03-31 104,711 $5,266,000 -125,401
   NVWM LLC 12 - 2024-03-31 104,490 $5,255,000 -1,669
   Goss Wealth Management LLC 376 - 2024-03-31 103,138 $5,187,000 -59,915
   Change Path LLC 110 - 2024-03-31 92,697 $4,662,000 -174,110
   MIDDLETON & CO INC/MA 53 - 2024-03-31 89,822 $4,517,000 -17,600
   COMERICA BANK 773 - 2024-03-31 89,502 $4,501,000 -31,170
   Elmwood Wealth Management Inc. 9 - 2024-03-31 87,078 $4,379,000 -1,099
   DAVIDSON D A & CO 329 - 2024-03-31 85,608 $4,305,000 -65,911
   Private Portfolio Partners LLC 25 - 2024-03-31 84,121 $4,230,000 -104
   FIRST HEARTLAND CONSULTANTS INC 62 - 2024-03-31 83,249 $4,187,000 -391,366
   Etesian Wealth Advisors Inc. 10 - 2024-03-31 82,667 $4,157,000 -19,127
   SYKON CAPITAL LLC 18 - 2024-03-31 79,030 $3,974,000 -294,429
   HANSON MCCLAIN, INC. 221 - 2024-03-31 78,966 $3,971,000 -14,292
   Fortune 45 LLC 4 - 2024-03-31 79,638 $3,839,000 -4,552
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 19 - 2024-03-31 75,192 $3,781,000 -1,196
   MONEY CONCEPTS CAPITAL CORP 79 - 2024-03-31 73,013 $3,672,000 -62,742
   Smart Money Group LLC 21 - 2024-03-31 71,433 $3,596,000 -13,648
   Prestige Wealth Management Group LLC 29 - 2024-03-31 70,100 $3,525,000 -22,899
   Ethos Financial Group LLC 40 - 2024-03-31 69,393 $3,490,000 -40,185
   TRANSCEND WEALTH COLLECTIVE LLC 86 - 2024-03-31 68,416 $3,441,000 -3,395
   Almanack Investment Partners LLC. 38 - 2024-03-31 67,207 $3,380,000 -617,193
   GaveKal Capital LLC 2 - 2024-03-31 64,900 $3,264,000 -30,162
   HARBOUR INVESTMENTS INC. 145 - 2023-12-31 62,973 $3,164,000 -1,370
   We Are One Seven LLC 148 - 2024-03-31 61,879 $3,112,000 -2,076
  100 Records found
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