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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,425,906
shares
|
$71.8 Million
5.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,388,076
shares
|
$69.9 Million
13.36% of portfolio
|
Q3 2025
Added 821.21%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,378,741
shares
|
$69.4 Million
9.75% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,295,700
shares
|
$65.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
1,254,149
shares
|
$63.1 Million
0.36% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
1,218,007
shares
|
$61.3 Million
42.85% of portfolio
|
Q3 2025
Added 31.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,204,027
shares
|
$60.6 Million
0.13% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,097,153
shares
|
$55.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,091,393
shares
|
$55 Million
16.74% of portfolio
|
Q1 2023
Added 7.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,059,518
shares
|
$53.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
1,019,775
shares
|
$51.3 Million
1.04% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
972,148
shares
|
$48.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
961,477
shares
|
$48.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 32.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
927,073
shares
|
$46.7 Million
1.87% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
893,787
shares
|
$45 Million
17.18% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
883,213
shares
|
$44.5 Million
0.0% of portfolio
|
Q2 2024
Added 455164.44%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
881,250
shares
|
$44.4 Million
10.81% of portfolio
|
Q3 2025
Added 90.28%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
872,130
shares
|
$43.9 Million
28.28% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
849,034
shares
|
$42.7 Million
0.6% of portfolio
|
Q3 2025
Reduced 22.01%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
798,102
shares
|
$40.2 Million
5.7% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
789,945
shares
|
$39.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
784,701
shares
|
$39.5 Million
3.13% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
778,051
shares
|
$39.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 55.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
776,225
shares
|
$39.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
722,793
shares
|
$36.4 Million
3.2% of portfolio
|
Q3 2025
Added 1.22%
|
|