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 610 institutions that hold shares in the stock, with a total of 249 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
84,669
shares
|
$4.26 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
81,326
shares
|
$4.09 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
81,182
shares
|
$4.09 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
80,537
shares
|
$4.06 Million
1.96% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
79,598
shares
|
$4.01 Million
1.55% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
79,405
shares
|
$4 Million
0.13% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
78,274
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Oct 07, 2025 Q3 2025 |
77,763
shares
|
$3.92 Million
5.83% of portfolio
|
Q3 2025
Added 48.17%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
76,462
shares
|
$3.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
75,532
shares
|
$3.8 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
75,300
shares
|
$3.79 Million
2.18% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
74,536
shares
|
$3.75 Million
3.25% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
74,150
shares
|
$3.73 Million
0.44% of portfolio
|
Q3 2025
Reduced 79.39%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
73,471
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
71,576
shares
|
$3.6 Million
2.4% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
70,934
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,043
shares
|
$3.53 Million
0.41% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,873
shares
|
$3.52 Million
0.04% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
69,322
shares
|
$3.49 Million
2.84% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
69,113
shares
|
$3.48 Million
2.96% of portfolio
|
Q4 2022
Added 4.91%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
68,669
shares
|
$3.46 Million
2.36% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
68,668
shares
|
$3.46 Million
0.06% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
68,558
shares
|
$3.45 Million
0.09% of portfolio
|
Q3 2025
Added 78.43%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
68,312
shares
|
$3.44 Million
0.55% of portfolio
|
Q3 2025
Added 297.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
67,352
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.91%
|
|