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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
253,376
shares
|
$12.8 Million
0.78% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
247,371
shares
|
$12.5 Million
4.12% of portfolio
|
Q3 2025
Reduced 23.13%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
243,239
shares
|
$12.2 Million
23.89% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
242,788
shares
|
$12.2 Million
0.49% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
241,808
shares
|
$12.2 Million
11.12% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
233,711
shares
|
$11.8 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
231,719
shares
|
$11.7 Million
5.15% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
224,387
shares
|
$11.3 Million
1.87% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
222,815
shares
|
$11.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
212,125
shares
|
$10.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
211,940
shares
|
$10.7 Million
1.87% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
210,537
shares
|
$10.6 Million
0.97% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
210,150
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 44.74%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
207,882
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Added 1004.05%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
206,829
shares
|
$10.4 Million
7.57% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
204,594
shares
|
$10.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
203,493
shares
|
$10.2 Million
3.86% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Parisi Gray Wealth Management
|
Oct 17, 2025 Q3 2025 |
200,268
shares
|
$10.1 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
199,686
shares
|
$10.1 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
198,993
shares
|
$10 Million
1.14% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
198,874
shares
|
$10 Million
3.0% of portfolio
|
Q3 2025
Added 106.12%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
196,185
shares
|
$9.88 Million
0.91% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
196,127
shares
|
$9.87 Million
0.96% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
195,120
shares
|
$9.82 Million
2.48% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
193,099
shares
|
$9.72 Million
0.34% of portfolio
|
Q3 2025
Reduced 11.49%
|
|