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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
89,564
shares
|
$4.51 Million
0.88% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
88,046
shares
|
$4.43 Million
0.19% of portfolio
|
Q1 2025
Added 173.6%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
85,967
shares
|
$4.32 Million
2.33% of portfolio
|
Q2 2025
Reduced 18.08%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
84,483
shares
|
$4.25 Million
0.65% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
83,759
shares
|
$4.21 Million
0.19% of portfolio
|
Q1 2025
Added 40.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
83,064
shares
|
$4.18 Million
0.23% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
82,292
shares
|
$4.14 Million
2.99% of portfolio
|
Q1 2025
Added 158.11%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
81,471
shares
|
$4.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
80,503
shares
|
$4.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
79,725
shares
|
$4.01 Million
2.27% of portfolio
|
Q1 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
78,893
shares
|
$3.97 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
78,316
shares
|
$3.94 Million
3.39% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
77,259
shares
|
$3.89 Million
0.25% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
77,145
shares
|
$3.88 Million
0.13% of portfolio
|
Q1 2025
Added 157.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77,041
shares
|
$3.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
76,470
shares
|
$3.85 Million
0.96% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
75,532
shares
|
$3.8 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
73,465
shares
|
$3.7 Million
3.38% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
73,463
shares
|
$3.7 Million
1.08% of portfolio
|
Q1 2025
Added 100.91%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
70,336
shares
|
$3.54 Million
0.01% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
70,155
shares
|
$3.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,043
shares
|
$3.52 Million
0.41% of portfolio
|
Q4 2023
Added 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,873
shares
|
$3.52 Million
0.04% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
69,331
shares
|
$3.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 61.67%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
69,113
shares
|
$3.48 Million
2.96% of portfolio
|
Q4 2022
Added 4.91%
|