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Get Institutions for : 
Wisdomtree Bloomberg Floating Rate Treasury Fund (USFR)  
$50.49 0.01 (0.02%) as of 4:30 Tue 5/21


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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  : 
0.12 (0.24%)  




 
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
   Streettalk Advisors LLC 448 *Closed 2024-03-31 0 $0 -8,945
   NORDEN GROUP LLC 409 *Closed 2024-03-31 0 $0 -3,517
   Choice Wealth Advisors LLC 27 *Closed 2024-03-31 0 $0 -16,801
   KWB Wealth 130 *Closed 2024-03-31 0 $0 -47,395
   MONTICELLO WEALTH MANAGEMENT LLC 245 *Closed 2024-03-31 0 $0 -4,571
   FAIRFIELD RESEARCH CORP 248 *Closed 2024-03-31 0 $0 -655
   OARSMAN CAPITAL, INC. 236 *Closed 2024-03-31 0 $0 -4,778
   ANGELES WEALTH MANAGEMENT LLC 294 *Closed 2024-03-31 0 $0 -18,472
   Detalus Advisors LLC 147 *Closed 2024-03-31 0 $0 -68,628
   Secure Asset Management LLC 234 *Closed 2024-03-31 0 $0 -8,187
   Bridge Advisory LLC 108 *Closed 2024-03-31 0 $0 -14,905
   Vestmark Advisory Solutions Inc. 538 *Closed 2024-03-31 0 $0 -7,517
   Laurel Wealth Advisors Inc. 649 *Closed 2022-12-31 0 $0 -17,417
   WJ Wealth Management LLC 72 *Closed 2024-03-31 0 $0 -9,168
   CREATIVE PLANNING 2843 *Closed 2024-03-31 0 $0 -21,194
   TSA Wealth Managment LLC 62 *Closed 2024-03-31 0 $0 -5,294
   ADVISORS CAPITAL MANAGEMENT LLC 464 *Closed 2024-03-31 0 $0 -4,185
   Fielder Capital Group LLC 175 *Closed 2024-03-31 0 $0 -5,955
   Arete Wealth Advisors LLC 465 *Closed 2024-03-31 0 $0 -6,758
   Integrated Investment Consultants LLC 259 *Closed 2024-03-31 0 $0 -61,071
   Wealthquest Corp 134 *Closed 2024-03-31 0 $0 -8,514
   Independent Wealth Network Inc. 49 *Closed 2024-03-31 0 $0 -4,871
   Van Hulzen Asset Management LLC 331 *Closed 2024-03-31 0 $0 -11,897
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 777 *Closed 2024-03-31 0 $0 -529
   V Wealth ManagementLLC 244 *Closed 2023-09-30 0 $0 -145,263
   Coppell Advisory Solutions LLC 1634 *Closed 2023-12-31 0 $0 -22
   ODell Group LLC 163 *Closed 2024-03-31 0 $0 -2,946
   Sweet Financial Partners LLC 198 *Closed 2024-03-31 0 $0 -73,645
   Vontobel Holding Ltd. 1105 *Closed 2024-03-31 0 $0 -9,960
   Wallace Advisory Group LLC 183 *Closed 2024-03-31 0 $0 -47,922
   Sharkey Howes & Javer 123 *Closed 2024-03-31 0 $0 -37,201
   DHK Financial Advisors Inc. 74 *Closed 2024-03-31 0 $0 -10,000
   HEAD & ASSOCIATES LLC 383 *Closed 2023-12-31 0 $0 -850
   Gallagher Fiduciary Advisors LLC 203 *Closed 2024-03-31 0 $0 -4,500
   BESSEMER GROUP INC 2105 *Closed 2024-03-31 0 $0 -185
   Clearview Wealth Advisors LLC 109 *Closed 2024-03-31 0 $0 -4,183
   KOREA INVESTMENT CORP 746 *Closed 2024-03-31 0 $0 -589,992
   Horst & Graben Wealth Management LLC 151 *Closed 2024-03-31 0 $0 -60,319
   New Millennium Group LLC 302 *Closed 2024-03-31 0 $0 -681
   GeoWealth Management LLC 886 *Closed 2024-03-31 0 $0 -69,674
   Empowered Funds LLC 1437 *Closed 2024-03-31 0 $0 -77,908
   EisnerAmper Wealth Management Corporate Benefits L 67 *Closed 2023-12-31 0 $0 -70,372
   Park Edge Advisors LLC 132 *Closed 2024-03-31 0 $0 -10,434
   Eagle Strategies LLC 324 *Closed 2024-03-31 0 $0 -136,583
   Park Place Capital Corp 914 *Closed 2024-03-31 0 $0 -983
   ATLAS CAPITAL ADVISORS LLC 868 *Closed 2024-03-31 0 $0 -2,675
   PNC FINANCIAL SERVICES GROUP INC 4582 *Closed 2024-03-31 0 $0 -1
   Advisor OS LLC 403 *Closed 2024-03-31 0 $0 -4,034
   Betterment LLC 358 *Closed 2024-03-31 0 $0 -4,734
   ALLIANCEBERNSTEIN L.P. 3162 *Closed 2024-03-31 0 $0 -9,448
   One Wealth Management Investment & Advisory Servic 152 *Closed 2024-03-31 0 $0 -11,707
   DFPG INVESTMENTS INC. 631 *Closed 2023-12-31 0 $0 -8,579
   Trexquant Investment LP 1785 *Closed 2024-03-31 0 $0 -8,164
   Mayfair Advisory Group LLC 140 *Closed 2024-03-31 0 $0 -7,204
   Apollon Wealth Management LLC 1131 *Closed 2024-03-31 0 $0 -10,990
   Benchmark Investment Advisors LLC 334 *Closed 2024-03-31 0 $0 -15,096
   AdvisorNet Financial Inc 2453 *Closed 2024-03-31 0 $0 -138
   Resurgent Financial Advisors LLC 476 *Closed 2024-03-31 0 $0 -7,681
   Advisor Resource Council 520 *Closed 2024-03-31 0 $0 -4,709
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -70,336
   SageView Advisory Group LLC 820 *Closed 2024-03-31 0 $0 -19,973
   COLONY GROUP, LLC 992 *Closed 2024-03-31 0 $0 -7,019
   KARLINSKI ANDREW C 233 *Closed 2022-12-31 0 $0 -779
   Perigon Wealth Management LLC 921 *Closed 2024-03-31 0 $0 -11,515
   Ascent Group LLC 522 *Closed 2024-03-31 0 $0 -31,495
   Client First Investment Management LLC 33 *Closed 2024-03-31 0 $0 -25,014
   OGOREK ANTHONY JOSEPH /NY/ /ADV 302 *Closed 2024-03-31 0 $0 -235
   Laffer Tengler Investments 455 *Closed 2024-03-31 0 $0 -665
   SENTINEL PENSION ADVISORS INC 111 *Closed 2024-03-31 0 $0 -16,074
   Perennial Investment Advisors LLC 354 *Closed 2024-03-31 0 $0 -10,960
   CULLEN FROST BANKERS INC 1088 *Closed 2024-03-31 0 $0 -3,069
   PROVISE MANAGEMENT GROUP LLC 359 *Closed 2024-03-31 0 $0 -5,671
  72 Records found
  1    
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