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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
10,198
shares
|
$513,469
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,177
shares
|
$512,411
0.02% of portfolio
|
Q3 2025
Reduced 71.03%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
10,104
shares
|
$508,736
0.07% of portfolio
|
Q3 2025
Reduced 55.91%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$503,500
0.05% of portfolio
|
Q3 2024
Reduced 81.13%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
9,994
shares
|
$503,197
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,949
shares
|
$500,932
0.3% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
9,900
shares
|
$498,465
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
9,693
shares
|
$488,042
0.02% of portfolio
|
Q3 2025
Reduced 54.32%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Oct 14, 2025 Q3 2025 |
9,635
shares
|
$485,122
0.06% of portfolio
|
Q3 2025
Added 43.38%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
9,257
shares
|
$466,089
0.05% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
9,045
shares
|
$455,415
0.04% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,941
shares
|
$450,179
0.01% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
8,900
shares
|
$448,115
0.1% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
8,823
shares
|
$444,238
0.08% of portfolio
|
Q3 2025
Added 38.57%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,759
shares
|
$441,015
0.06% of portfolio
|
Q3 2025
Reduced 26.37%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
8,672
shares
|
$436,635
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
8,553
shares
|
$430,643
0.24% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
8,504
shares
|
$428,176
0.14% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
8,487
shares
|
$427,320
0.07% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
8,415
shares
|
$423,695
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,378
shares
|
$421,832
0.14% of portfolio
|
Q3 2025
Reduced 17.06%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,247
shares
|
$415,236
0.0% of portfolio
|
Q3 2025
Added 185.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,970
shares
|
$401,289
0.0% of portfolio
|
Q3 2025
Reduced 56.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
7,941
shares
|
$399,829
0.03% of portfolio
|
Q3 2022
Added 17.53%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,933
shares
|
$399,426
0.01% of portfolio
|
Q3 2025
Added 6.47%
|
|