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Get Institutions for : 
Wisdomtree Bloomberg Floating Rate Treasury Fund (USFR)  
$50.43 0.01 (0.02%) as of 4:30 Fri 5/10


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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  : 
0.06 (0.12%)  




 
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/ 144 - 2023-12-31 26,615,928 $1,337,184,000 -1,196,579
   Summit Trail Advisors LLC 1 - 2024-03-31 24,834,338 $1,248,919,000 4,331,479
   MORGAN STANLEY 199 - 2023-12-31 21,374,986 $1,073,879,000 -49,483
   LPL FINANCIAL CORP 47 - 2023-12-31 12,649,936 $635,533,000 1,010,728
   J P MORGAN CHASE & CO 320 - 2023-12-31 10,524,093 $528,730,000 -11,025,561
   AMERIPRISE FINANCIAL INC 167 - 2023-12-31 8,983,008 $451,076,000 -213,698
   UBS Group AG 137 - 2023-12-31 7,975,939 $400,711,000 -395,313
   BIP Wealth LLC 1 - 2023-12-31 5,696,462 $286,190,000 1,219,247
   RICHARD BERNSTEIN ADVISORS LLC 3 - 2023-12-31 5,076,490 $255,043,000 -510,069
   WELLS FARGO & CO/MN 249 - 2023-12-31 4,737,808 $238,028,000 418,494
   CAPTRUST FINANCIAL ADVISORS 21 - 2023-12-31 4,710,424 $236,652,000 -419,048
   ROYAL BANK OF CANADA 295 - 2023-12-31 4,317,501 $216,911,000 -106,266
   Advisor Group Holdings Inc. 52 - 2023-12-31 3,891,277 $195,501,000 -873,325
   HIGHTOWER ADVISORS, LLC 100 - 2023-12-31 2,630,258 $132,130,000 -420,295
   Private Advisor Group LLC 18 - 2024-03-31 2,325,596 $116,954,000 90,794
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7 - 2023-12-31 2,252,641 $113,172,000 712,473
   ENVESTNET ASSET MANAGEMENT INC 390 - 2023-12-31 2,180,520 $109,549,000 -206,227
   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
   Kiely Wealth Advisory Group Inc. 1 - 2023-12-31 1,630,973 $81,910,000 0
   RENAISSANCE TECHNOLOGIES LLC 190 - 2023-12-31 1,540,600 $77,400,000 542,700
   AJ WEALTH STRATEGIES LLC 5 - 2023-06-30 1,529,063 $76,942,000 221,762
   Camden Capital LLC 2 - 2023-12-31 1,474,407 $74,074,000 118,953
   IHT Wealth Management LLC 3 - 2023-12-31 1,468,450 $73,775,000 405,112
   Kestra Advisory Services LLC 21 - 2023-12-31 1,421,877 $71,435,000 -518,024
   Cardinal Point Capital Management ULC 2 - 2024-03-31 1,419,168 $71,370,000 -47,112
   FINANCEWARE, INC. 3 - 2024-03-31 1,342,807 $67,530,000 1,232,329
   Private Wealth Strategies L.L.C. 2 - 2023-12-31 1,294,855 $65,054,000 40,833
   STEPHENS INC /AR/ 13 - 2023-12-31 1,159,192 $58,238,000 -39,723
   Disciplina Capital Management LLC 3 - 2023-12-31 1,128,273 $56,684,000 -67,530
   Cardinal Point Wealth Management Partners LLC 2 - 2023-03-31 1,091,393 $54,864,000 71,485
   DAVENPORT & CO LLC 101 - 2024-03-31 1,052,287 $52,919,000 37,886
   BLAIR WILLIAM & CO/IL 118 - 2023-12-31 1,023,536 $51,422,000 -242,632
   Wealthcare Advisory Partners LLC 9 - 2024-03-31 974,335 $48,999,000 106,894
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 100 - 2024-03-31 938,675 $47,206,000 -104,828
   Cetera Investment Advisers 39 - 2023-12-31 933,120 $46,880,000 176,042
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 173 - 2024-03-31 925,032 $46,520,000 64,323
   Carmel Capital Partners LLC 1 - 2024-03-31 917,153 $46,124,000 411,640
   STIFEL FINANCIAL CORP 304 - 2023-12-31 885,612 $44,493,000 206,297
   MISSION WEALTH MANAGEMENT LLC 15 - 2024-03-31 883,124 $44,412,000 -219,722
   Gladstone Institutional Advisory LLC 3 - 2023-12-31 872,066 $43,813,000 92,984
   KESTRA PRIVATE WEALTH SERVICES LLC 12 - 2024-03-31 870,450 $43,775,000 70,937
   Capital Planning Advisors LLC 1 - 2023-12-31 847,999 $42,603,000 -29,631
   Vertex Planning Partners LLC 1 - 2023-12-31 821,871 $41,291,000 57,546
   Inspire Advisors LLC 7 - 2023-12-31 813,770 $40,884,000 85,134
   Lunt Capital Management Inc. 1 - 2024-03-31 786,390 $39,548,000 -164,451
   Sanchez Wealth Management Group 1 - 2023-12-31 768,697 $38,619,000 -195,790
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 149 - 2023-12-31 732,597 $36,806,000 -40,056
   SPC FINANCIAL, INC. 5 - 2024-03-31 708,697 $35,640,000 -148,066
   WEBSTER BANK 4 - 2024-03-31 702,483 $35,328,000 56,919
   UNITED ASSET STRATEGIES, INC. 3 - 2024-03-31 661,599 $33,272,000 350,179
   LEVEL FOUR ADVISORY SERVICES LLC 5 - 2023-12-31 630,083 $31,655,000 -7,935
   Rockefeller Capital Management L.P. 212 - 2023-12-31 595,595 $29,923,000 37,138
   KOREA INVESTMENT CORP 249 *New 2023-12-31 589,992 $29,641,000 589,992
   Steward Partners Investment Advisory LLC 53 - 2023-12-31 576,708 $28,974,000 -84,046
   Mason & Associates Inc 4 - 2024-03-31 569,990 $28,665,000 -510,254
   AE Wealth Management LLC 149 - 2023-12-31 568,389 $28,550,000 -199,388
   Uniplan Investment Counsel Inc. 15 - 2023-12-31 567,011 $28,486,000 -510,037
   Tobias Financial Advisors Inc. 5 - 2024-03-31 562,244 $28,275,000 27,180
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 175 - 2023-12-31 522,518 $26,255,000 42,939
   BANK OF NEW YORK MELLON CORP 1421 - 2024-03-31 517,937 $26,047,000 -38,517
   New Perspectives Inc 3 - 2024-03-31 513,303 $25,814,000 77,243
   Avestar Capital LLC 8 - 2023-12-31 505,599 $25,401,000 371,149
   Cassia Capital Partners LLC 1 *New 2024-03-31 503,313 $25,312,000 503,313
   FINANCIAL NETWORK 146 - 2023-12-31 497,164 $24,978,000 61,407
   McGuire Investment Group LLC 6 - 2024-03-31 492,143 $24,750,000 195,030
   FIRST HEARTLAND CONSULTANTS INC 4 - 2023-12-31 474,615 $23,845,000 8,612
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 270 - 2023-12-31 462,950 $23,259,000 337,773
   MOULTON WEALTH MANAGEMENT INC 2 - 2024-03-31 452,836 $22,773,000 49,650
   MADISON WEALTH MANAGEMENT 3 - 2023-09-30 445,722 $22,429,000 14,886
   Team Financial Group LLC 1 - 2023-12-31 410,611 $20,629,000 78,353
   Capital Analysts Inc. 19 - 2023-12-31 403,503 $20,272,000 -375,279
   Parisi Gray Wealth Management 2 - 2024-03-31 400,353 $20,134,000 81,319
   MARINER WEALTH ADVISORS, LLC 305 - 2023-12-31 398,295 $20,010,000 64,575
   Global Assets Advisory LLC 27 - 2024-03-31 1,002,980 $19,936,000 984,286
   FIRST NATIONAL CORP /MA/ /ADV 3 - 2024-03-31 389,219 $19,554,000 0
   CABOT MONEY MANAGEMENT INC 8 - 2024-03-31 374,534 $18,835,000 -44,146
   SYKON CAPITAL LLC 1 - 2023-12-31 373,459 $18,763,000 -418,595
   REGIMEN WEALTH LLC 4 - 2023-12-31 368,062 $18,595,000 2,212
   Bristlecone Advisors LLC 13 - 2024-03-31 357,714 $17,989,000 11,376
   Magnus Financial Group LLC 10 - 2024-03-31 349,556 $17,579,000 -83,180
   Clear Rock Advisors LLC 4 - 2023-12-31 348,312 $17,551,000 0
   TECTONIC ADVISORS LLC 11 - 2023-12-31 342,144 $17,189,000 36,291
   TD CAPITAL MANAGEMENT LLC 15 - 2023-12-31 337,247 $16,943,000 -10,740
   CONTINUUM WEALTH ADVISORS LLC 3 - 2023-12-31 335,176 $16,839,000 11,166
   BlackDiamond Wealth Management Inc. 1 - 2023-12-31 334,373 $16,826,000 123,910
   MILLENNIUM MANAGEMENT LLC 1069 - 2023-12-31 333,892 $16,775,000 -31,443
   Lauer Wealth LLC 1 - 2024-03-31 325,978 $16,436,000 91,564
   Leo Wealth LLC 12 - 2023-12-31 326,897 $16,429,000 0
   Jacobi Capital Management LLC 7 - 2023-12-31 326,324 $16,395,000 -42
   TORONTO DOMINION BANK 366 - 2023-12-31 325,400 $16,348,000 192,400
   WCG Wealth Advisors LLC 21 - 2023-12-31 324,418 $16,299,000 46,905
   STAPP WEALTH MANAGEMENT PLLC 1 - 2024-03-31 323,468 $16,267,000 341
   COMMONWEALTH EQUITY SERVICES LLC. 590 - 2024-03-31 311,171 $15,649,000 55,337
   CWM Advisors LLC 2 - 2023-12-31 296,075 $14,875,000 -13,319
   Stratos Wealth Partners LTD. 80 - 2024-03-31 294,131 $14,792,000 46,199
   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 - 2023-12-31 284,214 $14,279,000 -10,451
   Atria Wealth Solutions Inc. 120 - 2023-12-31 284,155 $14,276,000 -138,914
  100 Records found
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