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WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Bloomberg Floating Rate Treasury Fund logo
$50.43 +0.01 (+0.02%)
(As of 10:17 AM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree Bloomberg Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
263
Total
Institutional Outflows
(last 12 months)
$1.78B
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USFR Institutional Buying and Selling by Quarter

WisdomTree Bloomberg Floating Rate Treasury Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Titan Managers LLC243,239$12.22M19.2%-1.2%0.070%
11/15/2024 Prestige Wealth Management Group LLC56,206$2.82M0.6%-20.1%0.016%
11/15/2024 MML Investors Services LLC144,456$7.26M0.0%-48.5%0.042%
11/15/2024 Main Management LLC5,320$267K0.0%-4.0%0.002%
11/15/2024 Kensington Investment Counsel LLC6,446$324K0.1%N/A0.002%
11/15/2024 Dunhill Financial LLC900$45K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC61,057$3.07M0.1%+4.3%0.018%
11/15/2024 Zega Financial LLC4,976$250K0.0%N/A0.001%
11/15/2024 National Bank of Canada FI5,794$291K0.0%-15.8%0.002%
11/15/2024 EP Wealth Advisors LLC31,947$1.60M0.0%-7.0%0.009%
11/15/2024 Jane Street Group LLC147,716$7.42M0.0%+763.8%0.043%
11/15/2024 Kovitz Investment Group Partners LLC83,256$4.18M0.0%N/A0.024%
11/15/2024 WESCAP Management Group Inc.34,605$1.74M0.4%+1.2%0.010%
11/15/2024 Stifel Financial Corp669,936$33.64M0.0%-17.8%0.193%
11/15/2024 Quadrature Capital Ltd28,208$1.42M0.0%-96.2%0.008%
11/15/2024 Resurgent Financial Advisors LLC9,965$500K0.3%N/A0.003%
11/15/2024 IHT Wealth Management LLC1,905,593$95.70M2.7%+13.4%0.549%
11/15/2024 Integrated Wealth Concepts LLC251,615$12.64M0.2%+784.4%0.072%
11/15/2024 HighTower Advisors LLC2,318,042$116.41M0.2%-4.4%0.668%
11/15/2024 Community Bank N.A.5,446$273K0.0%-17.3%0.002%
11/14/2024 Cobblestone Capital Advisors LLC NY36,599$1.84M0.1%+43.6%0.011%
11/14/2024 Encompass More Asset Management383,168$19.24M7.3%N/A0.110%
11/14/2024 Kiely Wealth Advisory Group Inc.959,299$48.30M30.6%-42.2%0.276%
11/14/2024 Edgestream Partners L.P.38,383$1.93M0.1%-4.7%0.011%
11/14/2024 L.M. Kohn & Company125,782$6.32M1.6%+15.4%0.036%
11/14/2024 Flow Traders U.S. LLC63,496$3.19M0.2%N/A0.018%
11/14/2024 Captrust Financial Advisors4,847,514$243.44M0.7%+2.3%1.396%
11/14/2024 Rockefeller Capital Management L.P.204,010$10.25M0.0%-45.0%0.059%
11/14/2024 CreativeOne Wealth LLC96,742$4.86M0.2%-6.4%0.028%
11/13/2024 Townsquare Capital LLC120,226$6.04M0.1%+79.7%0.035%
11/13/2024 Transamerica Financial Advisors Inc.45,599$2.29M0.2%+138.8%0.013%
11/13/2024 Avestar Capital LLC347,155$17.43M1.8%-2.3%0.100%
11/13/2024 D.A. Davidson & CO.136,479$6.85M0.1%-2.3%0.039%
11/13/2024 Blue Investment Partners LLC221,968$11.15M4.6%+25.6%0.064%
11/13/2024 Private Trust Co. NA37,564$1.89M0.2%-25.2%0.011%
11/13/2024 Bedell Frazier Investment Counselling LLC12,182$612K0.1%+8.8%0.004%
11/12/2024 Summit Trail Advisors LLC17,693,937$888.59M22.0%-12.8%5.096%
11/12/2024 Cahill Financial Advisors Inc.40,642$2.04M0.3%+7.1%0.012%
11/12/2024 Centaurus Financial Inc.14,973$752K0.0%-93.3%0.004%
11/12/2024 StoneX Group Inc.47,411$2.38M0.2%N/A0.014%
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11/12/2024 Kingsview Wealth Management LLC171,261$8.60M0.2%-41.2%0.049%
11/12/2024 Cerity Partners LLC150,824$7.57M0.0%+17.1%0.043%
11/12/2024 Great Valley Advisor Group Inc.37,174$1.87M0.0%+34.5%0.011%
11/12/2024 Nwam LLC68,704$3.45M0.2%N/A0.020%
11/12/2024 Allen Capital Group LLC108,286$5.44M0.7%+16.2%0.031%
11/12/2024 Activest Wealth Management153,838$7.73M2.4%+0.5%0.044%
11/12/2024 Banco Santander S.A.189,377$9.51M0.1%+41.7%0.055%
11/9/2024 LPL Financial LLC12,903,153$648.00M0.3%-1.5%3.716%
11/9/2024 Trustmark National Bank Trust Department36,624$1.84M0.1%-5.8%0.011%
11/8/2024 Moors & Cabot Inc.18,031$906K0.0%+6.8%0.005%
11/8/2024 Stonebridge Financial Planning Group LLC4,100$206K0.1%-34.4%0.001%
11/8/2024 MTM Investment Management LLC10,739$540K0.2%+9.5%0.003%
11/8/2024 Retireful LLC49,787$2.50M1.9%-13.2%0.014%
11/8/2024 First Horizon Advisors Inc.1,169$59K0.0%+173.1%0.000%
11/8/2024 BIP Wealth LLC6,007,317$301.43M20.5%+16.0%1.730%
11/8/2024 Prospera Financial Services Inc19,292$969K0.0%-14.6%0.006%
11/7/2024 Vertex Planning Partners LLC692,857$34.80M8.3%+5.4%0.200%
11/7/2024 Whalen Wealth Management Inc.23,998$1.21M0.9%-3.6%0.007%
11/7/2024 Napa Wealth Management43,909$2.21M1.0%-90.1%0.013%
11/7/2024 Tidemark LLC3,775$190K0.1%-9.7%0.001%
11/6/2024 Euro Pacific Asset Management LLC10,976$551K0.1%+20.7%0.003%
11/6/2024 Vishria Bird Financial Group LLC44,082$2.21M0.8%-0.6%0.013%
11/6/2024 Bank of Marin13,816$694K0.6%+16.7%0.004%
11/6/2024 Archer Investment Corp3,700$186K0.0%-9.8%0.001%
11/6/2024 Signature Estate & Investment Advisors LLC13,798$693K0.0%-99.5%0.004%
11/6/2024 OneDigital Investment Advisors LLC16,725$840K0.0%+1.5%0.005%
11/6/2024 Palo Alto Wealth Advisors LLC143,674$7.24M3.0%+10.7%0.041%
11/6/2024 Curi RMB Capital LLC6,496$326K0.0%-42.3%0.002%
11/6/2024 Oppenheimer & Co. Inc.17,262$867K0.0%-82.7%0.005%
11/5/2024 Carlton Hofferkamp & Jenks Wealth Management LLC21,314$1.07M0.3%-0.9%0.006%
11/5/2024 Aptus Capital Advisors LLC169,471$8.51M0.1%+28.7%0.049%
11/5/2024 First Heartland Consultants Inc.47,888$2.41M0.3%-54.5%0.014%
11/5/2024 Patron Partners LLC4,660$234K0.1%-73.9%0.001%
11/5/2024 Harbour Investments Inc.27,985$1.41M0.0%-18.1%0.008%
11/4/2024 Venturi Wealth Management LLC11,052$555K0.0%-62.3%0.003%
11/4/2024 Core Wealth Partners LLC28,150$1.41M0.9%-14.2%0.008%
11/4/2024 Addison Advisors LLC38,440$1.93M0.5%+1.6%0.011%
11/4/2024 Axxcess Wealth Management LLC221,220$11.11M0.3%+2.5%0.064%
11/4/2024 Sigma Planning Corp8,140$409K0.0%-22.4%0.002%
11/2/2024 17 Capital Partners LLC10,266$516K0.3%+12.7%0.003%
11/2/2024 Mesirow Financial Investment Management Inc.14,510$729K0.0%+99.6%0.004%
11/1/2024 Sheets Smith Wealth Management11,155$560K0.1%+87.5%0.003%
11/1/2024 Atria Investments Inc47,821$2.40M0.0%-12.9%0.014%
11/1/2024 Carmel Capital Partners LLC692,203$34.76M13.4%-16.2%0.199%
11/1/2024 Lindbrook Capital LLC18,500$929K0.1%N/A0.005%
11/1/2024 Assetmark Inc.1,053,852$52.92M0.2%+0.3%0.304%
11/1/2024 Holistic Planning LLC902,957$45.35M19.2%+384.6%0.260%
11/1/2024 Fiera Capital Corp221,532$11.13M0.0%N/A0.064%
11/1/2024 Hollencrest Capital Management24,260$1.22M0.1%+13.2%0.007%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.17,340$871K0.3%+18.4%0.005%
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10/31/2024 US Financial Advisors LLC86,472$4.34M1.4%+58.9%0.025%
10/31/2024 Walkner Condon Financial Advisors LLC23,462$1.18M0.2%-43.8%0.007%
10/31/2024 Trademark Financial Management LLC14,677$737K0.6%-6.8%0.004%
10/31/2024 Concurrent Investment Advisors LLC277,851$13.95M0.4%+45.8%0.080%
10/30/2024 Benchmark Financial Wealth Advisors LLC24,372$1.22M0.4%N/A0.007%
10/30/2024 Milestone Investment Advisors LLC152,564$7.66M2.1%-2.8%0.044%
10/30/2024 Financial Security Advisor Inc.297,455$14.94M3.7%+3.4%0.086%
10/30/2024 Catalina Capital Group LLC171,340$8.61M2.9%-30.9%0.049%
10/30/2024 Avidian Wealth Enterprises LLC35,491$1.78M0.1%N/A0.010%
10/30/2024 Tobias Financial Advisors Inc.972,637$48.85M9.8%+5.5%0.280%
(Data available from 1/1/2016 forward)

USFR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USFR shares?

During the previous two years, 620 institutional investors and hedge funds held shares of WisdomTree Bloomberg Floating Rate Treasury Fund. The most heavily invested institutionals were Bank of America Corp DE ($1.65B), JPMorgan Chase & Co. ($1.08B), Morgan Stanley ($1.08B), Summit Trail Advisors LLC ($888.59M), LPL Financial LLC ($648.00M), Ameriprise Financial Inc. ($500.89M), and Freestone Capital Holdings LLC ($452.21M).Learn more on USFR's institutional investors.

Which institutional investors have been buying WisdomTree Bloomberg Floating Rate Treasury Fund stock?

Of the 571 institutional investors that purchased WisdomTree Bloomberg Floating Rate Treasury Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($17.05M), Bank of America Corp DE ($13.26M), Summit Trail Advisors LLC ($12.44M), Freestone Capital Holdings LLC ($9.00M), BIP Wealth LLC ($7.50M), Portside Wealth Group LLC ($7.44M), and LPL Financial LLC ($5.63M).

How much institutional buying is happening at WisdomTree Bloomberg Floating Rate Treasury Fund?

Institutional investors have bought a total of 183,640,810 shares in the last 24 months. This purchase volume represents approximately $9.23B in transactions.

Which WisdomTree Bloomberg Floating Rate Treasury Fund major shareholders have been selling company stock?

Of the 365 institutional investors that sold WisdomTree Bloomberg Floating Rate Treasury Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Trail Advisors LLC ($9.22M), Venturi Wealth Management LLC ($4.35M), Signature Estate & Investment Advisors LLC ($3.25M), Richard Bernstein Advisors LLC ($2.33M), Osaic Holdings Inc. ($2.23M), Cerity Partners LLC ($1.46M), and Mason & Associates Inc ($1.36M).

How much institutional selling is happening at WisdomTree Bloomberg Floating Rate Treasury Fund?

Institutional investors have sold a total of 66,725,275 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.


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This page (NYSEARCA:USFR) was last updated on 11/21/2024 by MarketBeat.com Staff
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