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 611 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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,023
shares
|
$303,258
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,000
shares
|
$302,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
5,963
shares
|
$300,237
0.07% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,954
shares
|
$299,783
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
5,937
shares
|
$298,927
0.13% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
5,875
shares
|
$295,806
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
5,865
shares
|
$295,302
0.11% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,677
shares
|
$285,836
0.15% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
5,658
shares
|
$284,880
0.03% of portfolio
|
Q3 2025
Reduced 86.34%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,618
shares
|
$282,866
1.09% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,569
shares
|
$280,399
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
5,542
shares
|
$279,039
0.04% of portfolio
|
Q3 2025
Reduced 99.03%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,494
shares
|
$276,622
0.19% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
5,381
shares
|
$270,933
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
5,287
shares
|
$266,200
0.07% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
5,267
shares
|
$265,193
0.17% of portfolio
|
Q4 2024
Reduced 37.79%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
5,236
shares
|
$263,632
0.15% of portfolio
|
Q3 2025
Reduced 50.28%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,230
shares
|
$263,330
0.0% of portfolio
|
Q2 2025
Added 210.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5,129
shares
|
$258,245
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
5,127
shares
|
$258,144
0.02% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
5,015
shares
|
$252,505
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$251,750
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
4,986
shares
|
$251,045
0.05% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$250,541
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,923
shares
|
$247,873
0.0% of portfolio
|
Q3 2025
New holding
|
|