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 609 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
839,160
shares
|
$42.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
799,787
shares
|
$40.3 Million
0.07% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
751,547
shares
|
$37.8 Million
4.94% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
749,385
shares
|
$37.7 Million
0.13% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
731,499
shares
|
$36.8 Million
1.86% of portfolio
|
Q2 2025
Added 260.98%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
724,448
shares
|
$36.5 Million
5.3% of portfolio
|
Q1 2025
Added 36.6%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
714,063
shares
|
$36 Million
3.49% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
708,479
shares
|
$35.7 Million
17.92% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
697,312
shares
|
$35.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
676,654
shares
|
$34.1 Million
2.73% of portfolio
|
Q1 2025
Added 62.1%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
672,397
shares
|
$33.9 Million
9.68% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
660,942
shares
|
$33.3 Million
1.24% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
658,721
shares
|
$33.2 Million
28.58% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
658,068
shares
|
$33.1 Million
11.26% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
653,611
shares
|
$32.9 Million
0.3% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
651,001
shares
|
$32.8 Million
5.5% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
633,885
shares
|
$31.9 Million
1.4% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
632,240
shares
|
$31.8 Million
6.95% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
616,360
shares
|
$31 Million
0.07% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
615,691
shares
|
$31 Million
4.25% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
596,792
shares
|
$30 Million
11.33% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
581,982
shares
|
$29.3 Million
11.13% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
564,491
shares
|
$28.4 Million
8.19% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
533,436
shares
|
$26.9 Million
2.09% of portfolio
|
Q2 2025
Added 136.21%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
512,187
shares
|
$25.8 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.55%
|