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 |
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
150,211
shares
|
$7.56 Million
2.95% of portfolio
|
Q2 2025
Added 276.94%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
149,676
shares
|
$7.54 Million
0.6% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
148,779
shares
|
$7.49 Million
0.62% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
147,080
shares
|
$7.41 Million
0.43% of portfolio
|
Q1 2025
Added 257.02%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
146,268
shares
|
$7.36 Million
5.12% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
145,815
shares
|
$7.34 Million
1.88% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
145,798
shares
|
$7.34 Million
1.17% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
142,157
shares
|
$7.16 Million
0.08% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
141,943
shares
|
$7.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 56.56%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
138,534
shares
|
$6.98 Million
3.36% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
138,054
shares
|
$6.95 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
134,587
shares
|
$6.78 Million
1.03% of portfolio
|
Q1 2025
Reduced 47.39%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
131,596
shares
|
$6.63 Million
6.17% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
130,313
shares
|
$6.56 Million
3.74% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
129,623
shares
|
$6.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.4 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
125,571
shares
|
$6.32 Million
0.13% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
125,444
shares
|
$6.32 Million
3.41% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
124,015
shares
|
$6.24 Million
0.2% of portfolio
|
Q1 2025
Added 218.32%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
122,788
shares
|
$6.18 Million
2.59% of portfolio
|
Q1 2025
Added 120.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
121,030
shares
|
$6.09 Million
0.08% of portfolio
|
Q1 2025
Added 42.02%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
118,548
shares
|
$5.97 Million
1.01% of portfolio
|
Q2 2025
Reduced 41.81%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
117,326
shares
|
$5.91 Million
2.31% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
115,101
shares
|
$5.8 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
114,449
shares
|
$5.76 Million
0.06% of portfolio
|
Q1 2025
Added 19.13%
|