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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
   Streettalk Advisors LLC 448 *Closed 2024-03-31 0 $0 -8,945
   NORDEN GROUP LLC 409 *Closed 2024-03-31 0 $0 -3,517
   3EDGE Asset Management LP 49 *Closed 2023-12-31 0 $0 -3,380,404
   AlphaCore Capital LLC 372 *Closed 2023-12-31 0 $0 -20,000
   Choice Wealth Advisors LLC 27 *Closed 2024-03-31 0 $0 -16,801
   Alliance Wealth Advisors LLC /UT 235 *Closed 2023-12-31 0 $0 -48,129
   KWB Wealth 130 *Closed 2024-03-31 0 $0 -47,395
   MONTICELLO WEALTH MANAGEMENT LLC 245 *Closed 2024-03-31 0 $0 -4,571
   FIRST MANHATTAN CO 1370 *Closed 2023-12-31 0 $0 -755
   BAKER TILLY FINANCIAL LLC 465 *Closed 2023-12-31 0 $0 -31,801
   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
   QUADRANT CAPITAL GROUP LLC 2668 *Closed 2023-12-31 0 $0 -214
   Laurel Wealth Advisors Inc. 649 *Closed 2022-12-31 0 $0 -17,417
   Cresset Asset Management LLC 1803 *Closed 2023-12-31 0 $0 -851,819
   WJ Wealth Management LLC 72 *Closed 2024-03-31 0 $0 -9,168
   LAKE STREET ADVISORS GROUP LLC 386 *Closed 2023-12-31 0 $0 -112,775
   Fielder Capital Group LLC 175 *Closed 2024-03-31 0 $0 -5,955
   Integrated Investment Consultants LLC 259 *Closed 2024-03-31 0 $0 -61,071
   Independent Wealth Network Inc. 49 *Closed 2024-03-31 0 $0 -4,871
   SPRINGBOK CAPITAL MANAGEMENT LLC 1101 *Closed 2023-12-31 0 $0 -18,000
   CITADEL ADVISORS LLC 5711 *Closed 2023-12-31 0 $0 -75,653
   V Wealth ManagementLLC 244 *Closed 2023-09-30 0 $0 -145,263
   Coppell Advisory Solutions LLC 1634 *Closed 2023-12-31 0 $0 -22
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 831 *Closed 2023-12-31 0 $0 -557
   Sweet Financial Partners LLC 198 *Closed 2024-03-31 0 $0 -73,645
   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
   HEAD & ASSOCIATES LLC 383 *Closed 2023-12-31 0 $0 -850
   Clearview Wealth Advisors LLC 109 *Closed 2024-03-31 0 $0 -4,183
   Horst & Graben Wealth Management LLC 151 *Closed 2024-03-31 0 $0 -60,319
   BP WEALTH MANAGEMENT LLC 940 *Closed 2023-12-31 0 $0 -4,801
   GTS SECURITIES LLC 1684 *Closed 2023-12-31 0 $0 -540,842
   NORTHWEST WEALTH MANAGEMENT LLC 169 *Closed 2023-12-31 0 $0 -5,617
   Coppell Advisory Solutions Corp. 1070 *Closed 2023-03-31 0 $0 -22
   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
   JANE STREET GROUP LLC 5802 *Closed 2023-12-31 0 $0 -486,858
   ING GROEP NV 596 *Closed 2023-12-31 0 $0 -385,100
   HRT FINANCIAL LLC 2813 *Closed 2023-12-31 0 $0 -23,960
   DFPG INVESTMENTS INC. 631 *Closed 2023-12-31 0 $0 -8,579
   GREAT VALLEY ADVISOR GROUP INC. 753 *Closed 2023-12-31 0 $0 -4,185
   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
   GOLDMAN SACHS GROUP INC/ 4885 *Closed 2023-12-31 0 $0 -92,056
   BANK OF NOVA SCOTIA / 1034 *Closed 2023-12-31 0 $0 -196,863
   Beacon Pointe Advisors LLC 1315 *Closed 2023-12-31 0 $0 -15,128
   HHM Wealth Advisors LLC 810 *Closed 2023-12-31 0 $0 -577
   Private Advisory Group LLC 223 *Closed 2023-12-31 0 $0 -17,380
   AdvisorNet Financial Inc 2453 *Closed 2024-03-31 0 $0 -138
   Brandywine Oak Private Wealth LLC 232 *Closed 2023-12-31 0 $0 -19,496
   Advisor Resource Council 520 *Closed 2024-03-31 0 $0 -4,709
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -70,336
   KARLINSKI ANDREW C 233 *Closed 2022-12-31 0 $0 -779
   Perigon Wealth Management LLC 921 *Closed 2024-03-31 0 $0 -11,515
   THRIVENT FINANCIAL FOR LUTHERANS 2500 *Closed 2023-12-31 0 $0 -4,491
   IPG Investment Advisors LLC 214 *Closed 2023-12-31 0 $0 -4,355
   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
   CFS Investment Advisory Services LLC 149 *Closed 2023-12-31 0 $0 -19,283
  64 Records found
  1    
  Page 1 of 1
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