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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
31,992
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
31,410
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
30,502
shares
|
$1.54 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
30,173
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
30,095
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
29,974
shares
|
$1.51 Million
0.93% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
29,881
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
28,992
shares
|
$1.46 Million
0.54% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
28,934
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Added 60.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
28,560
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
28,305
shares
|
$1.43 Million
0.32% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
28,279
shares
|
$1.42 Million
1.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
28,010
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
27,873
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
27,648
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
27,564
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
27,396
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Added 135.52%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
27,224
shares
|
$1.37 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
27,089
shares
|
$1.36 Million
0.56% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
26,706
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
26,700
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
26,453
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2025
Added 368.53%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,000
shares
|
$1.31 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
25,979
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
25,940
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2025
Reduced 18.05%
|
|