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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
66,283
shares
|
$3.34 Million
0.48% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
66,283
shares
|
$3.34 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
64,829
shares
|
$3.26 Million
0.22% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
64,819
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.82%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
63,723
shares
|
$3.21 Million
0.29% of portfolio
|
Q3 2025
Added 25.29%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
63,589
shares
|
$3.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
63,540
shares
|
$3.2 Million
0.57% of portfolio
|
Q3 2025
Reduced 46.4%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
63,368
shares
|
$3.19 Million
0.69% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
63,159
shares
|
$3.18 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
63,097
shares
|
$3.18 Million
0.07% of portfolio
|
Q3 2025
Added 106.05%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
63,000
shares
|
$3.17 Million
0.75% of portfolio
|
Q3 2025
Added 57.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62,820
shares
|
$3.16 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
62,415
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
61,712
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2025
Added 156.45%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
61,398
shares
|
$3.09 Million
2.18% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
61,184
shares
|
$3.08 Million
0.53% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
58,594
shares
|
$2.95 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
58,577
shares
|
$2.95 Million
0.13% of portfolio
|
Q3 2025
Reduced 17.13%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
57,453
shares
|
$2.89 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
54,921
shares
|
$2.77 Million
0.28% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
53,906
shares
|
$2.71 Million
0.04% of portfolio
|
Q3 2025
Added 32.69%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
53,780
shares
|
$2.71 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
52,127
shares
|
$2.62 Million
0.94% of portfolio
|
Q3 2025
Added 50.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
51,329
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
50,589
shares
|
$2.55 Million
0.13% of portfolio
|
Q3 2025
Added 2.06%
|
|