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 |
|---|---|---|---|---|---|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
41,437
shares
|
$2.09 Million
1.18% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
40,506
shares
|
$2.04 Million
0.51% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
39,082
shares
|
$1.97 Million
1.53% of portfolio
|
Q3 2025
Reduced 21.38%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
38,846
shares
|
$1.96 Million
0.58% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
38,246
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
38,199
shares
|
$1.92 Million
1.27% of portfolio
|
Q3 2025
Added 54.96%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
37,931
shares
|
$1.91 Million
1.31% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
36,201
shares
|
$1.82 Million
0.96% of portfolio
|
Q3 2025
Added 50.66%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
36,036
shares
|
$1.81 Million
0.55% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
35,933
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
35,858
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
35,580
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
35,390
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2025
Reduced 86.76%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
35,347
shares
|
$1.78 Million
0.7% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
35,026
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
34,196
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
34,035
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2025
Added 38.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
33,965
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,871
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2023
Reduced 19.11%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
33,649
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Added 599.85%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
33,449
shares
|
$1.68 Million
0.74% of portfolio
|
Q3 2025
Reduced 26.73%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
33,268
shares
|
$1.68 Million
0.49% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
32,303
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
32,251
shares
|
$1.62 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
32,015
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|