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 616 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 $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
18,838
shares
|
$950,565
0.07% of portfolio
|
Q2 2025
Added 53.04%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
18,819
shares
|
$949,606
0.17% of portfolio
|
Q1 2025
Reduced 44.25%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
18,749
shares
|
$946,074
0.37% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,738
shares
|
$945,519
0.15% of portfolio
|
Q1 2025
Reduced 56.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
18,560
shares
|
$936,537
0.05% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
18,379
shares
|
$927,404
0.31% of portfolio
|
Q1 2025
Added 357.87%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
18,168
shares
|
$916,757
0.57% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
18,094
shares
|
$913,023
0.25% of portfolio
|
Q1 2025
Reduced 39.06%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,000
shares
|
$908,280
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
17,763
shares
|
$896,320
0.07% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,688
shares
|
$892,536
0.07% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
17,655
shares
|
$890,871
0.08% of portfolio
|
Q2 2025
Added 41.59%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
17,580
shares
|
$887,086
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,304
shares
|
$873,159
0.05% of portfolio
|
Q1 2025
Reduced 59.46%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
17,112
shares
|
$863,471
0.24% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
16,774
shares
|
$846,416
0.2% of portfolio
|
Q1 2025
Added 56.34%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
16,137
shares
|
$814,273
0.1% of portfolio
|
Q2 2025
Added 50.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
15,774
shares
|
$795,956
0.08% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,651
shares
|
$789,749
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
15,505
shares
|
$782,382
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
15,440
shares
|
$779,102
0.36% of portfolio
|
Q2 2025
Added 22.46%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
15,240
shares
|
$769,010
0.11% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
15,002
shares
|
$757,000
0.05% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
14,922
shares
|
$752,964
0.49% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
14,716
shares
|
$742,569
0.48% of portfolio
|
Q1 2025
Added 20.73%
|