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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,765
shares
|
$240,441
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
4,712
shares
|
$237,767
0.03% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
4,684
shares
|
$236,354
0.05% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
4,662
shares
|
$235,244
0.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,649
shares
|
$234,588
0.08% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
4,588
shares
|
$231,510
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,526
shares
|
$228,381
0.0% of portfolio
|
Q2 2025
Added 135.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,295
shares
|
$216,725
0.01% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
4,268
shares
|
$215,363
0.03% of portfolio
|
Q1 2025
Added 76.29%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,266
shares
|
$215,262
0.01% of portfolio
|
Q1 2025
Reduced 41.22%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,205
shares
|
$212,184
0.15% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,169
shares
|
$210,367
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,087
shares
|
$206,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
4,068
shares
|
$205,271
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
4,040
shares
|
$203,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,004
shares
|
$202,041
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
4,003
shares
|
$201,991
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$201,840
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
4,000
shares
|
$201,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,993
shares
|
$201,486
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
3,900
shares
|
$196,794
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,888
shares
|
$196,188
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,808
shares
|
$192,151
0.0% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
3,795
shares
|
$191,495
0.03% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,678
shares
|
$185,591
0.03% of portfolio
|
Q1 2025
Reduced 33.35%
|