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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,899
shares
|
$649,464
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
12,812
shares
|
$645,084
0.04% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
12,635
shares
|
$636,172
0.1% of portfolio
|
Q3 2025
Reduced 96.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,322
shares
|
$620,412
0.01% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
12,274
shares
|
$617,995
0.07% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
12,179
shares
|
$613,212
0.03% of portfolio
|
Q3 2025
Reduced 70.15%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
12,137
shares
|
$611,097
0.19% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
11,958
shares
|
$602,085
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
11,936
shares
|
$600,977
0.03% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
11,858
shares
|
$597,050
0.23% of portfolio
|
Q3 2025
Added 42.18%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,807
shares
|
$594,482
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
11,807
shares
|
$594,482
0.04% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
11,779
shares
|
$593,072
0.12% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
11,622
shares
|
$585,167
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
11,309
shares
|
$569,408
0.19% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,308
shares
|
$569,357
0.03% of portfolio
|
Q3 2025
Added 110.54%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
11,242
shares
|
$566,034
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,097
shares
|
$558,733
0.01% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
10,963
shares
|
$551,987
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
10,821
shares
|
$544,837
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
10,821
shares
|
$544,837
0.44% of portfolio
|
Q3 2025
Reduced 44.55%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
10,763
shares
|
$541,917
0.19% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,620
shares
|
$534,717
0.01% of portfolio
|
Q3 2025
Added 109.3%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
10,506
shares
|
$528,977
0.06% of portfolio
|
Q3 2025
Reduced 66.69%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,403
shares
|
$523,791
0.03% of portfolio
|
Q3 2025
Added 5.17%
|
|