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 |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
134,069
shares
|
$6.75 Million
3.61% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
132,831
shares
|
$6.69 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
132,510
shares
|
$6.67 Million
2.93% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
131,902
shares
|
$6.64 Million
0.04% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
131,893
shares
|
$6.64 Million
1.56% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
131,882
shares
|
$6.64 Million
3.77% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
130,656
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
129,598
shares
|
$6.53 Million
2.57% of portfolio
|
Q3 2025
Added 29.45%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
128,580
shares
|
$6.47 Million
1.88% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
128,446
shares
|
$6.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.96%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
128,042
shares
|
$6.45 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.4 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
124,626
shares
|
$6.27 Million
1.97% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
124,306
shares
|
$6.26 Million
0.71% of portfolio
|
Q3 2025
Reduced 92.33%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
123,483
shares
|
$6.22 Million
1.3% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
121,279
shares
|
$6.11 Million
1.4% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
119,721
shares
|
$6.03 Million
0.52% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
118,364
shares
|
$5.96 Million
0.66% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
116,816
shares
|
$5.88 Million
1.3% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
116,310
shares
|
$5.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 55.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
113,748
shares
|
$5.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
113,306
shares
|
$5.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 32.83%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
110,105
shares
|
$5.54 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
109,748
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
109,117
shares
|
$5.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.77%
|
|