Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / FLOATNG RAT TREA
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Number of holders
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496
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Total shares
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223M
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Shares change
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-25.8M
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Total reported value, excl. options
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$11.2B
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Value change
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-$1.29B
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Number of buys
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234
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Number of sells
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-248
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Price
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$50.24
Significant Holders of WISDOMTREE TR - FLOATNG RAT TREA (USFR) as of Q4 2023
496 filings reported holding USFR - WISDOMTREE TR - FLOATNG RAT TREA as of Q4 2023.
WISDOMTREE TR - FLOATNG RAT TREA (USFR) has 496 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 223M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (26.6M shares), MORGAN STANLEY (21.4M shares), Summit Trail Advisors, LLC (20.5M shares), LPL Financial LLC (12.6M shares), JPMORGAN CHASE & CO (10.5M shares), AMERIPRISE FINANCIAL INC (8.98M shares), UBS Group AG (7.98M shares), BIP Wealth, LLC (5.7M shares), Richard Bernstein Advisors LLC (5.08M shares), and WELLS FARGO & COMPANY/MN (4.74M shares).
This table shows the top 496 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.