Q4 2024 13F Holders as of 12/31/2024
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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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550
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Total shares
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207M
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Shares change
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-6.98M
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Total reported value, excl. options
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$10.4B
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Value change
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-$351M
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Number of buys
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257
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Number of sells
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-232
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Price
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$50.32
Significant Holders of WISDOMTREE TR - FLOATNG RAT TREA (USFR) as of Q4 2024
586 filings reported holding USFR - WISDOMTREE TR - FLOATNG RAT TREA as of Q4 2024.
WISDOMTREE TR - FLOATNG RAT TREA (USFR) has 550 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 207M shares
.
Largest 10 shareholders include Summit Trail Advisors, LLC (21.8M shares), MORGAN STANLEY (19.2M shares), BANK OF AMERICA CORP /DE/ (14.9M shares), LPL Financial LLC (12.6M shares), JPMORGAN CHASE & CO (10M shares), UBS Group AG (5.79M shares), RAYMOND JAMES FINANCIAL INC (5.71M shares), BIP Wealth, LLC (5.7M shares), CAPTRUST FINANCIAL ADVISORS (5.09M shares), and Serenus Wealth Advisors, LLC (4.86M shares).
This table shows the top 550 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.