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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,130
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
20,070
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
20,041
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2025
Added 33.53%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
19,732
shares
|
$993,506
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
19,642
shares
|
$988,974
0.06% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
19,169
shares
|
$965,159
0.06% of portfolio
|
Q3 2025
Added 219.48%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
19,062
shares
|
$959,771
0.21% of portfolio
|
Q3 2025
Added 33.92%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
18,956
shares
|
$954,434
0.17% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
18,780
shares
|
$945,573
0.07% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
18,734
shares
|
$943,256
0.0% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
18,134
shares
|
$913,046
0.51% of portfolio
|
Q3 2025
Reduced 26.74%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,063
shares
|
$909,472
0.04% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
18,015
shares
|
$907,055
0.06% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
18,008
shares
|
$906,702
0.39% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,000
shares
|
$906,300
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
17,738
shares
|
$893,108
0.56% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
17,731
shares
|
$892,755
0.28% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
17,604
shares
|
$886,361
0.41% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
17,581
shares
|
$885,203
0.15% of portfolio
|
Q3 2025
Reduced 57.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,785
shares
|
$845,124
0.01% of portfolio
|
Q3 2025
Reduced 26.52%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
16,437
shares
|
$827,602
0.35% of portfolio
|
Q3 2025
Reduced 89.06%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
16,327
shares
|
$822,064
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
16,309
shares
|
$821,158
0.1% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
16,239
shares
|
$817,633
0.18% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
16,235
shares
|
$817,432
0.1% of portfolio
|
Q3 2025
Added 3.73%
|
|