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 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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
106,475
shares
|
$5.36 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
106,206
shares
|
$5.35 Million
2.53% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
106,200
shares
|
$5.35 Million
1.65% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
105,584
shares
|
$5.32 Million
0.37% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
102,317
shares
|
$5.15 Million
4.51% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
102,053
shares
|
$5.14 Million
3.35% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
101,815
shares
|
$5.13 Million
1.32% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100,782
shares
|
$5.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
99,447
shares
|
$5.01 Million
0.99% of portfolio
|
Q3 2025
Reduced 33.59%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
97,650
shares
|
$4.92 Million
1.1% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
94,919
shares
|
$4.78 Million
0.26% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
94,471
shares
|
$4.76 Million
0.99% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
94,008
shares
|
$4.73 Million
0.14% of portfolio
|
Q3 2025
Reduced 86.27%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
93,613
shares
|
$4.71 Million
1.68% of portfolio
|
Q4 2025
Reduced 27.77%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
92,109
shares
|
$4.64 Million
0.04% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
88,465
shares
|
$4.45 Million
0.75% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
87,944
shares
|
$4.43 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
87,919
shares
|
$4.43 Million
0.47% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
87,496
shares
|
$4.41 Million
3.86% of portfolio
|
Q3 2025
Reduced 15.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
87,439
shares
|
$4.4 Million
0.15% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
87,437
shares
|
$4.4 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
86,892
shares
|
$4.38 Million
0.61% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
85,926
shares
|
$4.33 Million
6.38% of portfolio
|
Q4 2025
Added 10.5%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
84,669
shares
|
$4.26 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
81,326
shares
|
$4.09 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.96%
|
|