Institutional Ownership Wisdomtree Floating Rate Treas (USFR)
This table provides information about the institutional ownership of Wisdomtree Floating Rate Treas (USFR). We have compiled data on the 605 institutions that hold shares in the stock, with a total of 228 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
27,347,752
shares
|
$1.38 Billion
45.91% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
19,236,497
shares
|
$968 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,919,903
shares
|
$751 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,794,277
shares
|
$644 Million
0.26% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,003,568
shares
|
$503 Million
0.04% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,793,590
shares
|
$291 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,766,837
shares
|
$290 Million
18.92% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,707,171
shares
|
$287 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
5,598,422
shares
|
$282 Million
46.76% of portfolio
|
Q1 2025
Added 15.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,093,878
shares
|
$256 Million
0.75% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,767,509
shares
|
$190 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,459,415
shares
|
$174 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,218,770
shares
|
$162 Million
0.03% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,827,540
shares
|
$142 Million
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,587,095
shares
|
$130 Million
0.18% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,571,494
shares
|
$129 Million
0.18% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,329,639
shares
|
$117 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
1,950,524
shares
|
$98.1 Million
1.3% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,834,400
shares
|
$92.3 Million
0.15% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,704,077
shares
|
$85.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,670,313
shares
|
$84 Million
2.81% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
1,610,304
shares
|
$81 Million
8.42% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,572,295
shares
|
$79.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$76.9 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,507,440
shares
|
$75.8 Million
0.35% of portfolio
|
Q4 2024
Added 18240.92%
|