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 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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
6,011
shares
|
$303,315
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
6,000
shares
|
$302,760
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$302,760
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
5,950
shares
|
$300,237
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
5,884
shares
|
$296,906
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,865
shares
|
$295,947
0.12% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,646
shares
|
$284,897
0.02% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,618
shares
|
$283,484
1.09% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,566
shares
|
$280,860
0.02% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
5,494
shares
|
$277,227
0.19% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,371
shares
|
$271,020
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
5,267
shares
|
$265,772
0.2% of portfolio
|
Q4 2024
Reduced 37.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,063
shares
|
$255,478
0.0% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
5,040
shares
|
$254,318
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
5,015
shares
|
$253,056
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,007
shares
|
$252,653
0.0% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
5,000
shares
|
$252,300
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
4,995
shares
|
$252,047
0.13% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,976
shares
|
$251,088
0.06% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,976
shares
|
$251,088
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
4,976
shares
|
$251,088
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,937
shares
|
$249,121
0.49% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,902
shares
|
$247,354
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
4,896
shares
|
$247,052
0.0% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
4,818
shares
|
$243,116
0.42% of portfolio
|
Q3 2023
Added 5.61%
|