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 606 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,842
shares
|
$92,781
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,797
shares
|
$90,514
0.1% of portfolio
|
Q1 2025
Added 239.06%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,732
shares
|
$87,240
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,697
shares
|
$85,477
0.01% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,640
shares
|
$82,606
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,324
shares
|
$66,689
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,253
shares
|
$63,113
0.0% of portfolio
|
Q1 2025
Added 76.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,198
shares
|
$60,343
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,015
shares
|
$51,125
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
998
shares
|
$50,269
0.02% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
781
shares
|
$39,338
0.02% of portfolio
|
Q2 2025
Reduced 64.61%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
695
shares
|
$35,007
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
672
shares
|
$33,848
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
667
shares
|
$33,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
595
shares
|
$29,970
0.01% of portfolio
|
Q1 2025
Reduced 59.5%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
497
shares
|
$25,033
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
479
shares
|
$24,127
0.0% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$23,170
0.0% of portfolio
|
Q1 2022
Added 20.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
440
shares
|
$22,162
0.02% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
382
shares
|
$19,241
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
369
shares
|
$18,586
0.0% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
336
shares
|
$16,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
322
shares
|
$16,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
318
shares
|
$16,017
0.0% of portfolio
|
Q1 2025
Added 1573.68%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$15,111
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|