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 610 institutions that hold shares in the stock, with a total of 249 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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,635,745
shares
|
$1.09 Billion
15.41% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
20,294,218
shares
|
$1.02 Billion
0.07% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
19,545,603
shares
|
$984 Million
36.1% of portfolio
|
Q3 2025
Added 257.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
17,659,529
shares
|
$889 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
15,104,100
shares
|
$760 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
14,276,062
shares
|
$719 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,586,963
shares
|
$382 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,079,067
shares
|
$356 Million
0.76% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,735,654
shares
|
$339 Million
0.11% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,337,574
shares
|
$218 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
4,288,701
shares
|
$216 Million
36.83% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,450,279
shares
|
$174 Million
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,388,664
shares
|
$171 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
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%
|
|
|
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%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,413,133
shares
|
$122 Million
0.64% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,086,118
shares
|
$105 Million
0.12% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,031,588
shares
|
$102 Million
2.77% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,020,971
shares
|
$102 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,964,722
shares
|
$98.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,803,776
shares
|
$90.8 Million
0.11% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$77 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,501,523
shares
|
$75.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
1,474,168
shares
|
$74.2 Million
12.16% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,430,422
shares
|
$72 Million
14.67% of portfolio
|
Q2 2024
Added 2.46%
|
|