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 |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
192,267
shares
|
$9.68 Million
6.36% of portfolio
|
Q3 2025
Reduced 35.02%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
190,773
shares
|
$9.61 Million
2.34% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
187,751
shares
|
$9.45 Million
0.17% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
187,032
shares
|
$9.42 Million
2.25% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
184,961
shares
|
$9.31 Million
1.04% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
182,442
shares
|
$9.19 Million
0.39% of portfolio
|
Q3 2022
Added 6.41%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
173,747
shares
|
$8.75 Million
6.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
172,231
shares
|
$8.67 Million
1.84% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
170,956
shares
|
$8.61 Million
0.04% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
169,671
shares
|
$8.54 Million
1.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
169,415
shares
|
$8.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
168,708
shares
|
$8.49 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
167,470
shares
|
$8.43 Million
2.49% of portfolio
|
Q1 2025
Added 38.94%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
164,406
shares
|
$8.28 Million
3.01% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
153,783
shares
|
$7.74 Million
2.18% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
152,219
shares
|
$7.66 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
150,278
shares
|
$7.57 Million
0.55% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
148,574
shares
|
$7.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
147,139
shares
|
$7.41 Million
2.47% of portfolio
|
Q3 2025
Reduced 57.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
143,646
shares
|
$7.23 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
143,552
shares
|
$7.23 Million
0.59% of portfolio
|
Q3 2025
Reduced 55.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
142,152
shares
|
$7.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
140,637
shares
|
$7.08 Million
0.89% of portfolio
|
Q3 2025
Added 73.26%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
139,861
shares
|
$7.04 Million
0.2% of portfolio
|
Q3 2025
Added 615.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
138,764
shares
|
$6.99 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.4%
|
|