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 |
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
326,384
shares
|
$16.4 Million
12.64% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
325,653
shares
|
$16.4 Million
2.61% of portfolio
|
Q2 2025
Reduced 46.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
325,577
shares
|
$16.4 Million
1.44% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
325,123
shares
|
$16.4 Million
0.13% of portfolio
|
Q1 2025
Added 7033.02%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
321,802
shares
|
$16.2 Million
5.79% of portfolio
|
Q2 2025
Reduced 13.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
311,914
shares
|
$15.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
306,611
shares
|
$15.4 Million
0.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
297,986
shares
|
$15 Million
7.65% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
292,008
shares
|
$14.7 Million
6.28% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
284,166
shares
|
$14.3 Million
4.27% of portfolio
|
Q1 2025
Reduced 52.58%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
282,984
shares
|
$14.2 Million
0.85% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
277,763
shares
|
$14 Million
0.39% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
273,240
shares
|
$13.8 Million
3.34% of portfolio
|
Q1 2025
Added 5273.45%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
268,196
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 39109.94%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
267,364
shares
|
$13.5 Million
2.07% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
265,204
shares
|
$13.4 Million
4.33% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
263,929
shares
|
$13.3 Million
8.79% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
263,419
shares
|
$13.3 Million
5.5% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
261,957
shares
|
$13.2 Million
12.15% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
261,883
shares
|
$13.2 Million
5.84% of portfolio
|
Q2 2025
Added 228.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
257,599
shares
|
$13 Million
0.08% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
257,570
shares
|
$13 Million
1.26% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
253,909
shares
|
$12.8 Million
4.76% of portfolio
|
Q2 2025
Added 130.24%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
252,879
shares
|
$12.7 Million
0.31% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
251,687
shares
|
$12.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.7%
|