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 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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
318
shares
|
$16,011
0.0% of portfolio
|
Q1 2025
Added 1573.68%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
307
shares
|
$15,457
0.14% of portfolio
|
Q3 2025
Reduced 97.92%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
306
shares
|
$15,407
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
300
shares
|
$15,105
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
282
shares
|
$14,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
259
shares
|
$13,040
0.01% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$12,587
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
247
shares
|
$12,436
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
231
shares
|
$11,630
0.01% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
197
shares
|
$9,918
0.0% of portfolio
|
Q3 2025
Added 50.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
135
shares
|
$6,797
0.0% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
134
shares
|
$6,746
0.0% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
133
shares
|
$6,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
125
shares
|
$6,293
0.0% of portfolio
|
Q4 2024
Reduced 99.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
119
shares
|
$5,991
0.0% of portfolio
|
Q2 2023
Reduced 94.45%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$5,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
99
shares
|
$4,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
90
shares
|
$4,531
0.0% of portfolio
|
Q4 2025
Reduced 84.8%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
71
shares
|
$3,574
0.0% of portfolio
|
Q3 2025
Reduced 93.0%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
69
shares
|
$3,474
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
57
shares
|
$2,869
0.0% of portfolio
|
Q1 2023
Reduced 42.42%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
44
shares
|
$2,215
0.0% of portfolio
|
Q1 2023
Added 79.55%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
38
shares
|
$1,913
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
37
shares
|
$1,862
0.0% of portfolio
|
Q4 2024
Reduced 89.43%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
29
shares
|
$1,460
0.0% of portfolio
|
Q2 2025
New holding
|
|