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 |
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
249,153
shares
|
$12.5 Million
3.27% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
248,679
shares
|
$12.5 Million
8.03% of portfolio
|
Q2 2025
Added 28.65%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
245,996
shares
|
$12.4 Million
1.28% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
245,115
shares
|
$12.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
243,239
shares
|
$12.2 Million
23.89% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
241,808
shares
|
$12.2 Million
11.12% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
238,750
shares
|
$12 Million
9.25% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
233,236
shares
|
$11.7 Million
0.48% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
224,281
shares
|
$11.3 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
223,866
shares
|
$11.3 Million
0.13% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
221,655
shares
|
$11.2 Million
8.48% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
221,331
shares
|
$11.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
217,072
shares
|
$10.9 Million
1.05% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
216,765
shares
|
$10.9 Million
0.46% of portfolio
|
Q1 2025
Added 37.26%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
214,618
shares
|
$10.8 Million
7.2% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
213,068
shares
|
$10.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
210,150
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 44.74%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
208,962
shares
|
$10.5 Million
5.59% of portfolio
|
Q1 2024
Added 249.14%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
200,410
shares
|
$10.1 Million
2.95% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
199,678
shares
|
$10.1 Million
3.3% of portfolio
|
Q2 2025
Reduced 57.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
199,117
shares
|
$10 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
198,993
shares
|
$10 Million
1.14% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
198,062
shares
|
$9.97 Million
0.03% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
197,185
shares
|
$9.93 Million
0.12% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
197,082
shares
|
$9.92 Million
2.91% of portfolio
|
Q1 2025
Added 3.75%
|