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 613 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,529,063
shares
|
$76.9 Million
3.72% of portfolio
|
Q2 2023
Added 16.96%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,516,924
shares
|
$76.3 Million
0.46% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,515,292
shares
|
$76.2 Million
0.32% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
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%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
1,414,349
shares
|
$71.2 Million
6.54% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,387,489
shares
|
$69.8 Million
13.49% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,277,010
shares
|
$64.3 Million
1.6% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,263,956
shares
|
$63.6 Million
0.09% of portfolio
|
Q1 2025
Added 45.24%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
1,247,270
shares
|
$62.8 Million
22.84% of portfolio
|
Q1 2025
Added 28.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,154,000
shares
|
$58.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,129,430
shares
|
$56.8 Million
0.35% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,091,393
shares
|
$54.9 Million
16.74% of portfolio
|
Q1 2023
Added 7.01%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,077,045
shares
|
$54.2 Million
8.7% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,059,684
shares
|
$53.3 Million
0.15% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
1,023,598
shares
|
$51.5 Million
8.29% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,016,801
shares
|
$51.2 Million
0.16% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
1,001,303
shares
|
$50.4 Million
0.88% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
994,931
shares
|
$50.1 Million
18.19% of portfolio
|
Q1 2025
Added 136.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
968,494
shares
|
$48.7 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
927,178
shares
|
$46.7 Million
39.5% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
926,061
shares
|
$46.6 Million
0.12% of portfolio
|
Q1 2025
Added 374.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
883,213
shares
|
$44.4 Million
0.0% of portfolio
|
Q2 2024
Added 455164.44%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
872,130
shares
|
$43.9 Million
28.28% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
854,910
shares
|
$43 Million
0.05% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
846,458
shares
|
$42.6 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.02%
|