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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,513
shares
|
$126,529
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,451
shares
|
$123,407
0.0% of portfolio
|
Q3 2025
Added 661.18%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,264
shares
|
$113,992
0.01% of portfolio
|
Q2 2025
Reduced 46.95%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,944
shares
|
$97,880
0.0% of portfolio
|
Q3 2025
Reduced 57.05%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
1,926
shares
|
$96,974
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
1,842
shares
|
$92,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,732
shares
|
$87,206
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,697
shares
|
$85,443
0.01% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,658
shares
|
$83,480
0.02% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$75,525
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$70,490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,253
shares
|
$63,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,253
shares
|
$63,088
0.0% of portfolio
|
Q1 2025
Added 76.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,253
shares
|
$63,088
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,198
shares
|
$60,319
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,182
shares
|
$59,513
0.0% of portfolio
|
Q3 2025
Added 251.79%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,095
shares
|
$55,133
0.0% of portfolio
|
Q3 2025
Added 1052.63%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
918
shares
|
$46,221
0.01% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
800
shares
|
$40,280
0.0% of portfolio
|
Q3 2025
Reduced 74.26%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
717
shares
|
$36,100
0.01% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
695
shares
|
$34,993
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
602
shares
|
$30,310
0.0% of portfolio
|
Q3 2025
Reduced 97.91%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
595
shares
|
$29,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
535
shares
|
$26,937
0.04% of portfolio
|
Q3 2025
Reduced 89.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
497
shares
|
$25,023
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|