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 |
|---|---|---|---|---|---|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
325,653
shares
|
$16.4 Million
2.61% of portfolio
|
Q2 2025
Reduced 46.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
325,577
shares
|
$16.4 Million
1.44% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
325,123
shares
|
$16.4 Million
0.13% of portfolio
|
Q1 2025
Added 7033.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
324,650
shares
|
$16.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
315,960
shares
|
$15.9 Million
4.03% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
306,611
shares
|
$15.4 Million
0.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
297,986
shares
|
$15 Million
7.65% of portfolio
|
Q2 2025
Reduced 21.5%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
292,008
shares
|
$14.7 Million
6.28% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
284,166
shares
|
$14.3 Million
4.27% of portfolio
|
Q1 2025
Reduced 52.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
277,763
shares
|
$14 Million
0.39% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
274,782
shares
|
$13.8 Million
5.74% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
273,240
shares
|
$13.7 Million
3.34% of portfolio
|
Q1 2025
Added 5273.45%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
268,196
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 39109.94%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
263,929
shares
|
$13.3 Million
8.79% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
261,957
shares
|
$13.2 Million
12.15% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
261,720
shares
|
$13.2 Million
2.3% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
257,599
shares
|
$13 Million
0.08% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
257,570
shares
|
$13 Million
1.26% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
251,687
shares
|
$12.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
249,153
shares
|
$12.5 Million
3.27% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
248,679
shares
|
$12.5 Million
8.03% of portfolio
|
Q2 2025
Added 28.65%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
247,842
shares
|
$12.5 Million
0.8% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
245,996
shares
|
$12.4 Million
1.28% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
245,115
shares
|
$12.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
245,009
shares
|
$12.3 Million
4.29% of portfolio
|
Q4 2024
Reduced 8.75%
|