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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
7,932
shares
|
$399,376
0.14% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
7,895
shares
|
$397,513
0.16% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
7,894
shares
|
$397,462
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,847
shares
|
$395,096
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,819
shares
|
$393,686
0.0% of portfolio
|
Q2 2023
Added 47.83%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,702
shares
|
$387,795
0.12% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,663
shares
|
$385,832
0.1% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
7,591
shares
|
$382,206
0.24% of portfolio
|
Q3 2025
Reduced 49.13%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
7,477
shares
|
$376,466
0.32% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
7,381
shares
|
$371,633
0.0% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
7,380
shares
|
$371,583
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
7,272
shares
|
$366,145
0.32% of portfolio
|
Q3 2025
Added 287.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
7,227
shares
|
$363,879
0.02% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,217
shares
|
$363,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,171
shares
|
$361,059
0.05% of portfolio
|
Q3 2025
Reduced 35.15%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
7,023
shares
|
$353,608
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,847
shares
|
$344,746
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,759
shares
|
$340,315
0.05% of portfolio
|
Q3 2025
Reduced 52.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
6,682
shares
|
$336,438
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
6,653
shares
|
$334,978
0.14% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
6,515
shares
|
$328,030
0.07% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,502
shares
|
$327,375
0.02% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,431
shares
|
$323,800
0.01% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
6,400
shares
|
$322,240
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,035
shares
|
$303,862
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|