Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / FLOATNG RAT TREA
-
Number of holders
-
481
-
Total 13F shares, excl. options
-
225,244,393
-
Shares change
-
+1,823,772
-
Total reported value, excl. options
-
$11,329,751,573
-
Value change
-
+$91,626,152
-
Number of buys
-
226
-
Number of sells
-
-284
-
Price
-
$50.29
Significant Holders of WISDOMTREE TR - FLOATNG RAT TREA (USFR) as of Q1 2024
547 filings reported holding USFR - WISDOMTREE TR - FLOATNG RAT TREA as of Q1 2024.
WISDOMTREE TR - FLOATNG RAT TREA (USFR) has 481 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 225,244,393 shares
.
Largest 10 shareholders include Summit Trail Advisors, LLC (24,834,338 shares), BANK OF AMERICA CORP /DE/ (24,307,672 shares), MORGAN STANLEY (20,672,567 shares), JPMORGAN CHASE & CO (13,171,718 shares), LPL Financial LLC (13,024,833 shares), AMERIPRISE FINANCIAL INC (7,931,789 shares), UBS Group AG (7,206,471 shares), BIP Wealth, LLC (6,087,286 shares), Richard Bernstein Advisors LLC (4,870,490 shares), and CAPTRUST FINANCIAL ADVISORS (4,617,542 shares).
This table shows the top 481 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.