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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
428,841
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
425,704
shares
|
$21.4 Million
6.35% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
425,668
shares
|
$21.4 Million
16.38% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
420,716
shares
|
$21.2 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
418,512
shares
|
$21.1 Million
3.93% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
414,927
shares
|
$20.9 Million
6.89% of portfolio
|
Q3 2025
Added 63.42%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
411,925
shares
|
$20.7 Million
9.98% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
407,958
shares
|
$20.5 Million
7.35% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
404,773
shares
|
$20.4 Million
4.32% of portfolio
|
Q3 2025
Reduced 50.08%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
398,700
shares
|
$20.1 Million
17.2% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
395,932
shares
|
$19.9 Million
0.16% of portfolio
|
Q3 2025
Added 37.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
389,116
shares
|
$19.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
384,206
shares
|
$19.3 Million
10.57% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
378,411
shares
|
$19.1 Million
1.32% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
373,482
shares
|
$18.8 Million
7.16% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
373,167
shares
|
$18.8 Million
10.87% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
371,379
shares
|
$18.7 Million
1.51% of portfolio
|
Q3 2025
Added 85.74%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
351,145
shares
|
$17.7 Million
11.99% of portfolio
|
Q3 2025
Reduced 46.69%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
343,859
shares
|
$17.3 Million
2.71% of portfolio
|
Q3 2025
Reduced 47.18%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
332,972
shares
|
$16.8 Million
7.6% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
331,165
shares
|
$16.7 Million
12.64% of portfolio
|
Q3 2025
Added 69.02%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
329,768
shares
|
$16.6 Million
9.5% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
326,742
shares
|
$16.5 Million
0.28% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
324,826
shares
|
$16.4 Million
9.5% of portfolio
|
Q3 2025
Added 30.62%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
321,658
shares
|
$16.2 Million
3.44% of portfolio
|
Q3 2025
Reduced 2.51%
|
|