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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
445,722
shares
|
$22.4 Million
4.99% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
433,410
shares
|
$21.8 Million
0.51% of portfolio
|
Q3 2025
Added 468.15%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
429,196
shares
|
$21.6 Million
9.26% of portfolio
|
Q4 2025
Added 28.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
428,841
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
425,704
shares
|
$21.4 Million
6.35% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
425,668
shares
|
$21.4 Million
16.38% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
420,716
shares
|
$21.2 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
414,927
shares
|
$20.9 Million
6.89% of portfolio
|
Q3 2025
Added 63.42%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
411,925
shares
|
$20.7 Million
9.98% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
407,958
shares
|
$20.5 Million
7.35% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
395,932
shares
|
$19.9 Million
0.16% of portfolio
|
Q3 2025
Added 37.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
389,116
shares
|
$19.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
384,206
shares
|
$19.3 Million
10.57% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
378,411
shares
|
$19.1 Million
1.32% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
373,482
shares
|
$18.8 Million
7.16% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
373,167
shares
|
$18.8 Million
10.87% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
371,379
shares
|
$18.7 Million
1.51% of portfolio
|
Q3 2025
Added 85.74%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
351,145
shares
|
$17.7 Million
11.99% of portfolio
|
Q3 2025
Reduced 46.69%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
348,134
shares
|
$17.5 Million
3.41% of portfolio
|
Q4 2025
Reduced 16.82%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
343,859
shares
|
$17.3 Million
2.71% of portfolio
|
Q3 2025
Reduced 47.18%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
337,489
shares
|
$17 Million
8.98% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
331,165
shares
|
$16.7 Million
12.64% of portfolio
|
Q3 2025
Added 69.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
331,094
shares
|
$16.7 Million
0.35% of portfolio
|
Q4 2025
Added 10.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
326,742
shares
|
$16.5 Million
0.28% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
324,826
shares
|
$16.4 Million
9.5% of portfolio
|
Q3 2025
Added 30.62%
|
|