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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
49,558
shares
|
$2.5 Million
2.53% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
49,357
shares
|
$2.49 Million
1.16% of portfolio
|
Q3 2025
Reduced 71.87%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
49,182
shares
|
$2.48 Million
0.43% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,753
shares
|
$2.45 Million
0.16% of portfolio
|
Q4 2023
Added 58.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
48,742
shares
|
$2.45 Million
0.1% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
48,406
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
47,230
shares
|
$2.38 Million
1.79% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,110
shares
|
$2.37 Million
1.4% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
47,105
shares
|
$2.37 Million
1.58% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
46,860
shares
|
$2.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
46,680
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
46,300
shares
|
$2.33 Million
0.5% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
46,215
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
45,390
shares
|
$2.29 Million
0.52% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
45,238
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
45,226
shares
|
$2.28 Million
0.27% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
45,215
shares
|
$2.28 Million
4.85% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
45,188
shares
|
$2.28 Million
1.34% of portfolio
|
Q4 2023
Reduced 18.73%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
44,926
shares
|
$2.26 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
44,680
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
43,971
shares
|
$2.21 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
43,800
shares
|
$2.21 Million
0.07% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
43,455
shares
|
$2.19 Million
1.79% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
42,841
shares
|
$2.16 Million
0.56% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
41,566
shares
|
$2.09 Million
0.61% of portfolio
|
Q3 2025
Added 6.58%
|
|