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 616 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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
24,947
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
24,947
shares
|
$1.26 Million
1.06% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
24,746
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
24,178
shares
|
$1.22 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
24,064
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.11%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
23,884
shares
|
$1.2 Million
0.7% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
23,844
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 318.17%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
23,540
shares
|
$1.18 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
23,479
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
23,191
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Added 69.46%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
22,918
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
22,901
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Added 185.34%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
22,741
shares
|
$1.14 Million
0.46% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
22,551
shares
|
$1.13 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,363
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 232.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
22,036
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 344.63%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
21,824
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
19,875
shares
|
$999,911
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
19,830
shares
|
$997,647
0.11% of portfolio
|
Q1 2025
Added 54.09%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
19,658
shares
|
$988,993
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
19,542
shares
|
$983,158
0.03% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
19,514
shares
|
$981,749
0.88% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
19,043
shares
|
$958,053
0.35% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,983
shares
|
$955,034
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
18,922
shares
|
$951,965
0.81% of portfolio
|
Q1 2025
Reduced 9.88%
|