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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
725,811
shares
|
$36.5 Million
17.11% of portfolio
|
Q4 2025
Added 10.74%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
722,793
shares
|
$36.4 Million
3.2% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
694,887
shares
|
$35 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
684,157
shares
|
$34.4 Million
1.62% of portfolio
|
Q2 2024
Reduced 67.62%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
679,124
shares
|
$34.2 Million
0.07% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
674,163
shares
|
$33.9 Million
4.12% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
667,132
shares
|
$33.6 Million
1.26% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
660,003
shares
|
$33.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
659,245
shares
|
$33.2 Million
8.7% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
615,299
shares
|
$31 Million
3.79% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
608,769
shares
|
$30.7 Million
3.33% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
568,435
shares
|
$28.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 24.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
563,270
shares
|
$28.4 Million
1.53% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
562,030
shares
|
$28.3 Million
8.08% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
553,855
shares
|
$27.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 32.09%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
540,111
shares
|
$27.2 Million
12.89% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
538,485
shares
|
$27.1 Million
5.19% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
531,212
shares
|
$26.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 38.69%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
516,218
shares
|
$26 Million
5.05% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
505,082
shares
|
$25.4 Million
11.8% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
489,129
shares
|
$24.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
471,246
shares
|
$23.7 Million
3.07% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
465,255
shares
|
$23.4 Million
14.0% of portfolio
|
Q4 2025
Reduced 8.63%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
454,430
shares
|
$22.9 Million
10.37% of portfolio
|
Q4 2025
Reduced 4.75%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Jan 07, 2026 Q4 2025 |
448,805
shares
|
$22.6 Million
21.34% of portfolio
|
Q4 2025
Added 12.57%
|
|