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 |
|---|---|---|---|---|---|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
16,071
shares
|
$809,174
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,059
shares
|
$808,570
0.04% of portfolio
|
Q3 2025
Added 72.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,990
shares
|
$805,096
0.04% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
15,701
shares
|
$790,545
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
15,634
shares
|
$787,171
0.0% of portfolio
|
Q3 2025
Reduced 31.89%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,602
shares
|
$785,560
0.31% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
15,539
shares
|
$782,388
0.03% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
15,240
shares
|
$767,334
0.1% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
15,209
shares
|
$765,773
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
15,060
shares
|
$758,271
0.03% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
14,482
shares
|
$729,168
0.05% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,475
shares
|
$728,816
0.02% of portfolio
|
Q3 2024
Added 136.64%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
14,409
shares
|
$725,493
0.52% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
14,398
shares
|
$724,939
0.25% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
14,237
shares
|
$716,832
0.05% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,226
shares
|
$716,279
0.0% of portfolio
|
Q3 2025
Reduced 58.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
13,787
shares
|
$694,175
0.06% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
13,404
shares
|
$674,891
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,380
shares
|
$673,683
0.7% of portfolio
|
Q3 2022
New holding
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
13,342
shares
|
$671,769
0.27% of portfolio
|
Q3 2025
Added 96.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,278
shares
|
$668,547
0.02% of portfolio
|
Q3 2025
Added 60.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
13,191
shares
|
$664,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
13,027
shares
|
$655,909
0.02% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
13,025
shares
|
$655,808
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
12,978
shares
|
$653,442
0.03% of portfolio
|
Q3 2025
New holding
|
|