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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
319,934
shares
|
$16.1 Million
3.91% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
313,845
shares
|
$15.8 Million
11.29% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
313,088
shares
|
$15.8 Million
9.6% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2025 Q3 2025 |
299,956
shares
|
$15.1 Million
1.6% of portfolio
|
Q3 2025
Reduced 51.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
298,782
shares
|
$15 Million
0.33% of portfolio
|
Q3 2025
Reduced 32.78%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
296,432
shares
|
$14.9 Million
4.2% of portfolio
|
Q3 2025
Reduced 20.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
292,986
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
292,839
shares
|
$14.7 Million
0.7% of portfolio
|
Q3 2025
Added 63.08%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
292,008
shares
|
$14.7 Million
6.28% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
291,959
shares
|
$14.7 Million
11.27% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Nov 04, 2025 Q3 2025 |
288,520
shares
|
$14.5 Million
11.65% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
286,370
shares
|
$14.4 Million
8.13% of portfolio
|
Q3 2025
Added 371.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
280,369
shares
|
$14.1 Million
0.42% of portfolio
|
Q3 2025
Added 40.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
278,020
shares
|
$14 Million
0.31% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
277,309
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
273,674
shares
|
$13.8 Million
3.86% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
272,206
shares
|
$13.7 Million
3.89% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
267,636
shares
|
$13.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 61.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
266,498
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
265,596
shares
|
$13.4 Million
11.44% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
262,862
shares
|
$13.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
262,257
shares
|
$13.2 Million
3.55% of portfolio
|
Q3 2025
Added 31.34%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
261,563
shares
|
$13.2 Million
0.08% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
257,599
shares
|
$13 Million
0.08% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
256,726
shares
|
$12.9 Million
3.09% of portfolio
|
Q3 2025
Reduced 10.34%
|
|