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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
   MORGAN STANLEY 199 - 2023-12-31 21,374,986 $1,073,879,000 -49,483
   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
   RICHARD BERNSTEIN ADVISORS LLC 3 - 2023-12-31 5,076,490 $255,043,000 -510,069
   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
   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
   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
   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
   BLAIR WILLIAM & CO/IL 118 - 2023-12-31 1,023,536 $51,422,000 -242,632
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 100 - 2024-03-31 938,675 $47,206,000 -104,828
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 883,124 $44,412,000 -219,722
   Capital Planning Advisors LLC 1 - 2023-12-31 847,999 $42,603,000 -29,631
   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. - 2024-03-31 708,697 $35,640,000 -148,066
   LEVEL FOUR ADVISORY SERVICES LLC 5 - 2023-12-31 630,083 $31,655,000 -7,935
   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
   BANK OF NEW YORK MELLON CORP 1421 - 2024-03-31 517,937 $26,047,000 -38,517
   Capital Analysts Inc. 19 - 2023-12-31 403,503 $20,272,000 -375,279
   CABOT MONEY MANAGEMENT INC - 2024-03-31 374,534 $18,835,000 -44,146
   SYKON CAPITAL LLC 1 - 2023-12-31 373,459 $18,763,000 -418,595
   Magnus Financial Group LLC - 2024-03-31 349,556 $17,579,000 -83,180
   TD CAPITAL MANAGEMENT LLC 15 - 2023-12-31 337,247 $16,943,000 -10,740
   MILLENNIUM MANAGEMENT LLC 1069 - 2023-12-31 333,892 $16,775,000 -31,443
   Jacobi Capital Management LLC 7 - 2023-12-31 326,324 $16,395,000 -42
   CWM Advisors LLC 2 - 2023-12-31 296,075 $14,875,000 -13,319
   GSB Wealth Management LLC - 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
   Change Path LLC 24 - 2023-12-31 266,807 $13,404,000 -26,784
   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
   NOTTINGHAM ADVISORS INC 15 - 2023-12-31 315,479 $12,828,000 -10,962
   Geneos Wealth Management Inc. - 2024-03-31 251,821 $12,664,000 -39,955
   Calton & Associates Inc. 1 - 2024-03-31 245,817 $12,362,000 -2,450
   H D Vest Advisory Services 132 - 2023-12-31 245,262 $12,322,000 -386,318
   J.W. COLE ADVISORS INC. - 2024-03-31 232,348 $11,685,000 -4,638
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 212,246 $10,674,000 -8,572
   Milestone Investment Advisors LLC 11 - 2023-12-31 207,612 $10,430,000 -90,266
   KICKSTAND VENTURES LLC. 11 - 2023-12-31 203,108 $10,204,000 -65,560
   WT Wealth Management 3 - 2023-12-31 202,189 $10,158,000 -111,155
   BFT FINANCIAL GROUP LLC 16 - 2023-06-30 198,993 $10,013,000 -10,491
   Manhattan West Asset Management LLC 9 - 2023-12-31 197,254 $9,910,000 -8,162
   ACORN CREEK CAPITAL LLC 6 - 2024-03-31 190,465 $9,578,000 -11,670
   Baird Financial Group Inc. 469 - 2023-12-31 183,583 $9,223,000 -26,787
   FLAGSHIP HARBOR ADVISORS LLC 31 - 2024-03-31 182,659 $9,186,000 -528,394
   TCG Advisory Services LLC 41 - 2023-12-31 182,356 $9,162,000 -53,204
   PALO ALTO WEALTH ADVISORS LLC - 2024-03-31 175,131 $8,807,000 -26,829
   Goss Wealth Management LLC 240 - 2023-12-31 163,053 $8,193,000 -53,832
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 804 - 2023-12-31 162,407 $8,159,000 -583,050
   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 - 2024-03-31 154,546 $7,772,000 -22,494
   Banco Santander S.A. 138 - 2023-12-31 152,916 $7,683,000 -792,248
   MML INVESTORS SERVICES LLC 459 - 2023-12-31 151,831 $7,628,000 -520
   DAVIDSON D A & CO 208 - 2023-12-31 151,519 $7,612,000 -206,304
   Pallas Capital Advisors LLC 62 - 2024-03-31 138,214 $6,951,000 -40,600
   Executive Wealth Management LLC - 2023-12-31 137,484 $6,907,000 -40,730
   American Planning Services Inc. 8 - 2023-12-31 134,049 $6,735,000 -359,035
   HPM Partners LLC - 2023-12-31 133,223 $6,693,000 -1,455,433
   Pasadena Private Wealth LLC 16 - 2024-03-31 131,322 $6,604,000 -7,849
   CWM LLC 382 - 2024-03-31 121,281 $6,099,000 -2,610
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 50 - 2023-12-31 117,569 $5,907,000 -714
   Keebeck Wealth Management LLC 22 - 2023-12-31 113,996 $5,727,000 -340
   Ellevest Inc. 31 - 2023-12-31 111,595 $5,607,000 -48
   Ethos Financial Group LLC 26 - 2023-12-31 109,578 $5,505,000 -32,893
   CARY STREET PARTNERS ASSET MANAGEMENT LLC - 2024-03-31 108,719 $5,467,000 -18,467
   MIDDLETON & CO INC/MA 47 - 2023-12-31 107,422 $5,397,000 -6,600
   Etesian Wealth Advisors Inc. 10 - 2024-03-31 82,667 $4,157,000 -19,127
   HANSON MCCLAIN, INC. 221 - 2024-03-31 78,966 $3,971,000 -14,292
   Empowered Funds LLC 297 - 2023-12-31 77,908 $3,914,000 -917,632
   PFG Advisors 80 - 2023-12-31 77,030 $3,870,000 -17,172
   Fortune 45 LLC 4 - 2024-03-31 79,638 $3,839,000 -4,552
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 76,388 $3,838,000 -3,630
   MONEY CONCEPTS CAPITAL CORP 79 - 2024-03-31 73,013 $3,672,000 -62,742
   Smart Money Group LLC - 2024-03-31 71,433 $3,596,000 -13,648
   BB&T CORP 983 - 2023-12-31 71,373 $3,586,000 -76,101
   Prestige Wealth Management Group LLC 29 - 2024-03-31 70,100 $3,525,000 -22,899
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 68,416 $3,441,000 -3,395
   Almanack Investment Partners LLC. - 2024-03-31 67,207 $3,380,000 -617,193
   Keystone Financial Group 37 - 2023-12-31 66,817 $3,357,000 -292,448
   Eldridge Investment Advisors Inc. 28 - 2023-12-31 66,730 $3,352,000 -7,387
   GaveKal Capital LLC 2 - 2024-03-31 64,900 $3,264,000 -30,162
   We Are One Seven LLC 134 - 2023-12-31 63,955 $3,213,000 -46,254
   HARBOUR INVESTMENTS INC. 145 - 2023-12-31 62,973 $3,164,000 -1,370
   Tactive Advisors LLC 16 - 2023-12-31 59,851 $3,007,000 -42,502
  100 Records found
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