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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
68,019
shares
|
$3.42 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
67,269
shares
|
$3.38 Million
0.76% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
66,274
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
65,884
shares
|
$3.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
65,540
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
62,820
shares
|
$3.16 Million
1.0% of portfolio
|
Q3 2023
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
62,800
shares
|
$3.16 Million
0.82% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
62,199
shares
|
$3.13 Million
0.58% of portfolio
|
Q1 2025
Added 43.77%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
61,121
shares
|
$3.07 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
60,755
shares
|
$3.06 Million
2.14% of portfolio
|
Q2 2025
Reduced 56.44%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
59,187
shares
|
$2.98 Million
0.68% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
58,805
shares
|
$2.96 Million
0.35% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
57,611
shares
|
$2.9 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
57,038
shares
|
$2.87 Million
2.1% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
56,832
shares
|
$2.86 Million
0.54% of portfolio
|
Q1 2025
Added 34.56%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
55,762
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
54,728
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
54,614
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
53,239
shares
|
$2.68 Million
3.03% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
52,740
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 88.2%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
52,484
shares
|
$2.64 Million
4.35% of portfolio
|
Q2 2025
Added 1019.54%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
52,340
shares
|
$2.63 Million
1.11% of portfolio
|
Q1 2025
Reduced 37.79%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
51,784
shares
|
$2.61 Million
0.62% of portfolio
|
Q2 2025
Added 41.53%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
51,733
shares
|
$2.6 Million
2.44% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
51,324
shares
|
$2.58 Million
0.18% of portfolio
|
Q1 2025
Added 152.85%
|