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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
107,537
shares
|
$5.41 Million
2.27% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
107,353
shares
|
$5.41 Million
0.31% of portfolio
|
Q2 2025
Reduced 84.82%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
106,475
shares
|
$5.36 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
106,206
shares
|
$5.35 Million
2.53% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
106,200
shares
|
$5.35 Million
1.65% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
105,584
shares
|
$5.32 Million
0.37% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
104,833
shares
|
$5.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
102,317
shares
|
$5.15 Million
4.51% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
102,053
shares
|
$5.14 Million
3.35% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
101,815
shares
|
$5.13 Million
1.32% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100,782
shares
|
$5.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
99,447
shares
|
$5.01 Million
0.99% of portfolio
|
Q3 2025
Reduced 33.59%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
97,650
shares
|
$4.92 Million
1.1% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
96,865
shares
|
$4.88 Million
0.42% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
94,919
shares
|
$4.78 Million
0.26% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
94,471
shares
|
$4.76 Million
0.99% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
94,008
shares
|
$4.73 Million
0.14% of portfolio
|
Q3 2025
Reduced 86.27%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
92,109
shares
|
$4.64 Million
0.04% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
89,148
shares
|
$4.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
88,465
shares
|
$4.45 Million
0.75% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
87,944
shares
|
$4.43 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
87,919
shares
|
$4.43 Million
0.47% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
87,496
shares
|
$4.41 Million
3.86% of portfolio
|
Q3 2025
Reduced 15.7%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
87,437
shares
|
$4.4 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
86,892
shares
|
$4.38 Million
0.61% of portfolio
|
Q3 2025
Added 1.18%
|
|