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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Summit Trail Advisors LLC 1 - 2024-03-31 24,834,338 $1,248,919,000 4,331,479
   LPL FINANCIAL CORP 47 - 2023-12-31 12,649,936 $635,533,000 1,010,728
   BIP Wealth LLC 1 - 2023-12-31 5,696,462 $286,190,000 1,219,247
   WELLS FARGO & CO/MN 249 - 2023-12-31 4,737,808 $238,028,000 418,494
   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
   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
   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
   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
   Wealthcare Advisory Partners LLC 9 - 2024-03-31 974,335 $48,999,000 106,894
   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
   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
   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
   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
   Rockefeller Capital Management L.P. 212 - 2023-12-31 595,595 $29,923,000 37,138
   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
   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
   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
   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
   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
   TECTONIC ADVISORS LLC 11 - 2023-12-31 342,144 $17,189,000 36,291
   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
   Lauer Wealth LLC 1 - 2024-03-31 325,978 $16,436,000 91,564
   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
   Stratos Wealth Partners LTD. 80 - 2024-03-31 294,131 $14,792,000 46,199
   Financial Security Advisor Inc. 5 - 2024-03-31 256,900 $12,919,000 55,718
   Sharper & Granite LLC 1 - 2024-03-31 247,502 $12,462,000 36,832
   ADIRONDACK RETIREMENT SPECIALISTS INC. 4 - 2023-09-30 241,808 $12,168,000 9,452
   MULTIFINANCIAL SECURITIES CORP 125 - 2023-12-31 241,848 $12,150,000 8,468
   Kingsview Wealth Management LLC 60 - 2023-12-31 240,642 $12,090,000 1,490
   MERCER GLOBAL ADVISORS INC /ADV 278 - 2023-12-31 234,777 $11,795,000 122,387
   Morton Capital Management LLC/CA 7 - 2024-03-31 230,112 $11,572,000 30,380
   SkyView Investment Advisors LLC 8 - 2023-12-31 230,112 $11,561,000 54,290
   Catalina Capital Group LLC 1 - 2024-03-31 226,129 $11,372,000 8,598
   SILVER OAK SECURITIES Inc 8 - 2023-12-31 219,872 $11,046,000 86,287
   Merit Financial Group LLC 43 - 2023-12-31 217,867 $10,946,000 40,064
   Curran Financial Partners LLC 6 - 2024-03-31 215,709 $10,848,000 45,288
   AXXCESS WEALTH MANAGEMENT LLC 69 - 2023-12-31 213,896 $10,746,000 138,709
   Equitable Holdings Inc. 133 - 2023-12-31 206,076 $10,353,000 22,545
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 1 - 2023-12-31 197,520 $9,923,000 9,066
   IFG Advisory LLC 22 - 2023-12-31 193,847 $9,739,000 54,378
   Howard Capital Management Inc. 7 - 2023-12-31 193,822 $9,738,000 26,191
   Eaton Financial Holdings Company LLC 5 - 2024-03-31 190,381 $9,574,000 1,659
   CAMBIAR INVESTORS LLC 87 - 2024-03-31 190,000 $9,555,000 110,000
   Holistic Planning LLC 1 - 2024-03-31 186,320 $9,370,000 21,139
   NATIXIS ASSET MANAGEMENT ADVISORS LP 627 - 2024-03-31 185,403 $9,324,000 12,577
   CENTAURUS FINANCIAL INC. 28 - 2023-12-31 184,771 $9,283,000 24,076
   BEACON FINANCIAL GROUP 16 - 2023-12-31 181,308 $9,109,000 42,481
   Leibman Financial Services Inc. 1 - 2024-03-31 180,734 $9,089,000 37,214
   Fortress Wealth Management Inc. 7 - 2024-03-31 179,413 $9,023,000 19,499
   Ausdal Financial Partners Inc. 14 - 2024-03-31 178,084 $8,956,000 133,769
   Yoder Wealth Management Inc. 2 - 2024-03-31 173,090 $8,705,000 5,097
   Archetype Wealth Partners LLC 14 - 2023-12-31 166,905 $8,385,000 18,096
   Fortitude Family Office LLC 4 - 2024-03-31 160,410 $8,067,000 46,168
   CAPITAL MANAGEMENT CORP /VA 30 - 2023-12-31 154,584 $7,766,000 45,811
   RFG Advisory Group LLC 73 - 2024-03-31 141,757 $7,129,000 87,403
   TMD Wealth Management LLC 13 - 2023-12-31 138,913 $6,979,000 94,913
   Laurel Wealth Advisors LLC 21 - 2023-12-31 137,097 $6,888,000 18,365
   Melone Private Wealth LLC 9 - 2024-03-31 136,584 $6,869,000 33,712
   Global Wealth Strategies & Associates 9 - 2024-03-31 136,145 $6,847,000 17,178
   COMERICA BANK 594 - 2023-12-31 120,672 $6,063,000 2,472
   NVWM LLC 10 - 2023-12-31 106,159 $5,333,000 9,726
   OPPENHEIMER & CO INC 264 - 2023-12-31 95,083 $4,777,000 12,242
   Elmwood Wealth Management Inc. 5 - 2023-12-31 88,177 $4,430,000 8,963
   Evernest Financial Advisors LLC 13 - 2024-03-31 85,087 $4,295,000 27,992
   Private Portfolio Partners LLC 21 - 2023-12-31 84,225 $4,231,000 34,761
   Golden State Equity Partners 19 - 2023-12-31 83,480 $4,195,000 4,466
   Activest Wealth Management 9 - 2024-03-31 81,258 $4,086,000 81,258
   CIM LLC 35 - 2023-12-31 75,833 $3,827,000 3,165
   Strategic Financial Group LLC - 2023-12-31 70,043 $3,519,000 1,164
   GeoWealth Management LLC 79 - 2023-12-31 69,674 $3,501,000 64,877
   Moloney Securities Asset Management LLC 47 - 2024-03-31 69,508 $3,496,000 6,797
   Bernardo Wealth Planning LLC - 2023-12-31 69,280 $3,481,000 15,076
   RESOLUTE FINANCIAL LLC 6 - 2022-12-31 69,113 $3,474,000 3,233
  100 Records found
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