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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
51,227
shares
|
$2.58 Million
1.2% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
51,161
shares
|
$2.57 Million
1.8% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
51,063
shares
|
$2.57 Million
0.04% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
51,054
shares
|
$2.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
50,685
shares
|
$2.55 Million
0.26% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
49,707
shares
|
$2.5 Million
2.11% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
48,753
shares
|
$2.45 Million
0.16% of portfolio
|
Q4 2023
Added 58.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
48,581
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
48,352
shares
|
$2.43 Million
0.14% of portfolio
|
Q1 2025
Added 22.43%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
48,260
shares
|
$2.43 Million
0.18% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
47,395
shares
|
$2.38 Million
0.37% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
47,110
shares
|
$2.37 Million
1.4% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
46,451
shares
|
$2.34 Million
0.33% of portfolio
|
Q1 2025
Reduced 38.06%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
45,545
shares
|
$2.29 Million
1.17% of portfolio
|
Q2 2025
Added 67.63%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
45,390
shares
|
$2.28 Million
0.52% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
45,188
shares
|
$2.27 Million
1.34% of portfolio
|
Q4 2023
Reduced 18.73%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
44,588
shares
|
$2.24 Million
5.74% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
44,121
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
44,032
shares
|
$2.22 Million
0.47% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
43,937
shares
|
$2.21 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
43,820
shares
|
$2.2 Million
1.99% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
43,455
shares
|
$2.19 Million
1.79% of portfolio
|
Q3 2022
Added 1.08%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
43,218
shares
|
$2.17 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
42,643
shares
|
$2.15 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
42,010
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.87%
|