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 607 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,337,497
shares
|
$1.13 Billion
19.61% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,836,368
shares
|
$1.05 Billion
0.08% of portfolio
|
Q1 2025
Added 108.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
18,738,180
shares
|
$944 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,828,199
shares
|
$797 Million
0.06% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,587,844
shares
|
$785 Million
0.28% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,248,759
shares
|
$415 Million
0.07% of portfolio
|
Q2 2025
Added 24.63%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
7,477,626
shares
|
$377 Million
2.13% of portfolio
|
Q2 2025
Added 5028.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,963,911
shares
|
$351 Million
0.81% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,377,662
shares
|
$321 Million
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,474,972
shares
|
$276 Million
16.97% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
4,974,575
shares
|
$251 Million
42.38% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,582,438
shares
|
$231 Million
0.06% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,410,966
shares
|
$172 Million
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,363,322
shares
|
$169 Million
0.04% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,827,540
shares
|
$142 Million
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,615,438
shares
|
$132 Million
0.75% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,587,095
shares
|
$130 Million
0.18% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,176,529
shares
|
$110 Million
3.19% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
2,036,000
shares
|
$103 Million
1.31% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,857,092
shares
|
$93.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,739,184
shares
|
$87.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,620,823
shares
|
$81.6 Million
8.8% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,612,115
shares
|
$81.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,588,826
shares
|
$80 Million
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,567,119
shares
|
$78.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 8.04%
|