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 617 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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
31,271
shares
|
$1.58 Million
0.39% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,736
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
30,607
shares
|
$1.54 Million
0.87% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
29,904
shares
|
$1.51 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
29,450
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
29,146
shares
|
$1.47 Million
0.39% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
29,043
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 90.1%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
28,821
shares
|
$1.45 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
28,542
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,356
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
28,010
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
27,841
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 83.38%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
27,648
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
27,564
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
27,235
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
26,897
shares
|
$1.36 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
26,850
shares
|
$1.35 Million
1.49% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
26,761
shares
|
$1.35 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
26,643
shares
|
$1.34 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
26,588
shares
|
$1.34 Million
0.89% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
26,465
shares
|
$1.34 Million
0.44% of portfolio
|
Q1 2025
Reduced 64.66%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
26,296
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
24,947
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
24,947
shares
|
$1.26 Million
1.06% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
24,746
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|