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 607 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
161,368
shares
|
$8.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 50.37%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
154,429
shares
|
$7.78 Million
1.99% of portfolio
|
Q2 2025
Added 47.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
152,406
shares
|
$7.68 Million
0.93% of portfolio
|
Q2 2025
Added 27.65%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
150,680
shares
|
$7.59 Million
1.93% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
150,212
shares
|
$7.57 Million
0.06% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
150,211
shares
|
$7.57 Million
2.95% of portfolio
|
Q2 2025
Added 276.94%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
149,754
shares
|
$7.54 Million
1.64% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
149,676
shares
|
$7.54 Million
0.6% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
146,684
shares
|
$7.39 Million
2.79% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
145,815
shares
|
$7.34 Million
1.88% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
144,599
shares
|
$7.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
140,709
shares
|
$7.09 Million
2.81% of portfolio
|
Q2 2025
Added 14.6%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
138,356
shares
|
$6.97 Million
3.58% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
138,054
shares
|
$6.95 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
131,797
shares
|
$6.64 Million
0.47% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
130,313
shares
|
$6.56 Million
3.74% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
129,623
shares
|
$6.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
127,355
shares
|
$6.41 Million
2.88% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.4 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
125,571
shares
|
$6.33 Million
0.13% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
118,548
shares
|
$5.97 Million
1.01% of portfolio
|
Q2 2025
Reduced 41.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
117,671
shares
|
$5.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
115,101
shares
|
$5.8 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
113,748
shares
|
$5.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
112,643
shares
|
$5.67 Million
0.5% of portfolio
|
Q2 2025
Added 0.86%
|