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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
694,887
shares
|
$35 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
684,157
shares
|
$34.4 Million
1.62% of portfolio
|
Q2 2024
Reduced 67.62%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
679,124
shares
|
$34.2 Million
0.07% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
674,163
shares
|
$33.9 Million
4.12% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
667,132
shares
|
$33.6 Million
1.26% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
660,003
shares
|
$33.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
659,245
shares
|
$33.2 Million
8.7% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
655,415
shares
|
$33 Million
15.14% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
615,299
shares
|
$31 Million
3.79% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
608,769
shares
|
$30.7 Million
3.33% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
568,435
shares
|
$28.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 24.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
563,270
shares
|
$28.4 Million
1.53% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
562,030
shares
|
$28.3 Million
8.08% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
540,111
shares
|
$27.2 Million
12.89% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
538,485
shares
|
$27.1 Million
5.19% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
531,212
shares
|
$26.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 38.69%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
516,218
shares
|
$26 Million
5.05% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
509,193
shares
|
$25.6 Million
15.5% of portfolio
|
Q3 2025
Added 50.4%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
505,082
shares
|
$25.4 Million
11.8% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
489,129
shares
|
$24.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
477,069
shares
|
$24 Million
11.11% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
471,246
shares
|
$23.7 Million
3.07% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
445,722
shares
|
$22.4 Million
4.99% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
438,775
shares
|
$22.1 Million
13.98% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
433,410
shares
|
$21.8 Million
0.51% of portfolio
|
Q3 2025
Added 468.15%
|
|