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 608 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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
38,246
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
38,199
shares
|
$1.92 Million
1.27% of portfolio
|
Q3 2025
Added 54.96%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
37,931
shares
|
$1.91 Million
1.31% of portfolio
|
Q3 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
37,624
shares
|
$1.89 Million
0.66% of portfolio
|
Q4 2025
Added 16.66%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
37,592
shares
|
$1.89 Million
0.55% of portfolio
|
Q4 2025
Added 13.0%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
37,526
shares
|
$1.89 Million
0.52% of portfolio
|
Q4 2025
Reduced 9.72%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
36,201
shares
|
$1.82 Million
0.96% of portfolio
|
Q3 2025
Added 50.66%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
35,933
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
35,858
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
35,580
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
35,390
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2025
Reduced 86.76%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
35,347
shares
|
$1.78 Million
0.7% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
35,026
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
34,425
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2025
Reduced 54.98%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
34,196
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
34,035
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2025
Added 38.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
33,965
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,871
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2023
Reduced 19.11%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
33,649
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Added 599.85%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
33,506
shares
|
$1.69 Million
0.89% of portfolio
|
Q4 2025
Added 9.85%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
33,449
shares
|
$1.68 Million
0.74% of portfolio
|
Q3 2025
Reduced 26.73%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
32,303
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
32,015
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
31,992
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
31,410
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|