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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
41,417
shares
|
$2.08 Million
0.28% of portfolio
|
Q2 2025
Reduced 43.98%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
40,627
shares
|
$2.04 Million
0.29% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
40,245
shares
|
$2.02 Million
0.1% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
40,224
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Added 213.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
40,018
shares
|
$2.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
39,659
shares
|
$2 Million
1.62% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
39,001
shares
|
$1.96 Million
0.59% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
38,667
shares
|
$1.95 Million
0.48% of portfolio
|
Q1 2025
Added 11.74%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
38,383
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
38,182
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
38,094
shares
|
$1.92 Million
1.41% of portfolio
|
Q1 2025
Added 111.25%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
36,614
shares
|
$1.84 Million
0.2% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
36,155
shares
|
$1.82 Million
0.35% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
36,094
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Added 151.81%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
35,858
shares
|
$1.8 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34,768
shares
|
$1.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
34,737
shares
|
$1.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
33,881
shares
|
$1.7 Million
0.1% of portfolio
|
Q2 2025
Added 50.9%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,871
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2023
Reduced 19.11%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
33,761
shares
|
$1.7 Million
0.56% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
32,626
shares
|
$1.64 Million
1.1% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
32,564
shares
|
$1.64 Million
0.51% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
31,655
shares
|
$1.59 Million
0.16% of portfolio
|
Q2 2025
Added 85.59%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
31,536
shares
|
$1.59 Million
0.21% of portfolio
|
Q2 2025
Reduced 80.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
31,487
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.45%
|