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 607 institutions that hold shares in the stock, with a total of 248 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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
24,758
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
24,734
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Nov 04, 2025 Q3 2025 |
24,400
shares
|
$1.23 Million
1.32% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
23,540
shares
|
$1.19 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
23,392
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
23,272
shares
|
$1.17 Million
0.61% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
23,125
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 88.79%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
23,107
shares
|
$1.16 Million
0.34% of portfolio
|
Q4 2025
Reduced 35.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
22,834
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
22,730
shares
|
$1.14 Million
0.39% of portfolio
|
Q3 2025
Added 19.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,516
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.52%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
22,276
shares
|
$1.12 Million
0.66% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,195
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 56.98%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
21,960
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 41.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
21,808
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
21,563
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2025
Reduced 16.87%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
21,427
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
20,818
shares
|
$1.05 Million
0.4% of portfolio
|
Q2 2025
Reduced 60.23%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
20,711
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
20,504
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
20,264
shares
|
$1.02 Million
0.76% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
20,130
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
20,070
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
20,041
shares
|
$1.01 Million
0.61% of portfolio
|
Q3 2025
Added 33.53%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
19,951
shares
|
$1 Million
0.67% of portfolio
|
Q4 2025
Reduced 16.87%
|
|