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 |
|---|---|---|---|---|---|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
4,818
shares
|
$242,586
0.42% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,814
shares
|
$242,384
0.02% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,800
shares
|
$241,680
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
4,662
shares
|
$234,731
0.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,657
shares
|
$234,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,651
shares
|
$234,177
0.04% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,608
shares
|
$232,012
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,536
shares
|
$228,387
0.08% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
4,420
shares
|
$222,547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,298
shares
|
$216,404
0.0% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,205
shares
|
$211,721
0.15% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
4,127
shares
|
$207,794
0.12% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
4,119
shares
|
$207,391
0.26% of portfolio
|
Q3 2025
Reduced 95.17%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$201,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
3,989
shares
|
$200,846
0.03% of portfolio
|
Q3 2025
Reduced 38.21%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
3,982
shares
|
$200,493
0.12% of portfolio
|
Q3 2025
Reduced 75.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,802
shares
|
$191,430
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,750
shares
|
$188,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,580
shares
|
$180,253
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,383
shares
|
$170,334
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
2,975
shares
|
$149,791
0.0% of portfolio
|
Q3 2025
Reduced 87.68%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,925
shares
|
$147,273
0.1% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,911
shares
|
$146,568
0.12% of portfolio
|
Q2 2025
Added 230.8%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,904
shares
|
$146,216
0.01% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,684
shares
|
$135,139
0.01% of portfolio
|
Q3 2025
New holding
|
|