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 618 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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
504,729
shares
|
$25.4 Million
5.09% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
499,748
shares
|
$25.1 Million
5.22% of portfolio
|
Q2 2025
Added 51.25%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
494,472
shares
|
$24.9 Million
7.13% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
488,819
shares
|
$24.6 Million
12.09% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
445,722
shares
|
$22.4 Million
4.99% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
444,514
shares
|
$22.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
443,379
shares
|
$22.3 Million
0.06% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
426,950
shares
|
$21.5 Million
2.27% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
420,506
shares
|
$21.2 Million
1.82% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
419,564
shares
|
$21.1 Million
6.79% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
418,448
shares
|
$21.1 Million
14.18% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
411,862
shares
|
$20.7 Million
3.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
400,136
shares
|
$20.1 Million
12.11% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
395,966
shares
|
$19.9 Million
2.07% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
389,735
shares
|
$19.6 Million
14.44% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
380,317
shares
|
$19.1 Million
0.24% of portfolio
|
Q1 2025
Added 97.97%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
377,362
shares
|
$19 Million
16.1% of portfolio
|
Q2 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
373,005
shares
|
$18.8 Million
7.56% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
372,394
shares
|
$18.7 Million
5.76% of portfolio
|
Q2 2025
Added 27.8%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
367,699
shares
|
$18.5 Million
7.64% of portfolio
|
Q1 2025
Added 53.46%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
360,103
shares
|
$18.1 Million
1.39% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
359,843
shares
|
$18.1 Million
2.28% of portfolio
|
Q2 2025
Added 85.38%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
344,028
shares
|
$17.3 Million
1.62% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
343,368
shares
|
$17.3 Million
0.55% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
326,384
shares
|
$16.4 Million
12.64% of portfolio
|
Q1 2025
Reduced 12.73%
|