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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
14,729
shares
|
$741,015
0.1% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
14,716
shares
|
$740,361
0.48% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
14,683
shares
|
$738,701
0.3% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
14,594
shares
|
$734,224
0.03% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
14,557
shares
|
$732,362
0.33% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,475
shares
|
$728,237
0.02% of portfolio
|
Q3 2024
Added 136.64%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
14,409
shares
|
$724,916
0.61% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
14,204
shares
|
$714,603
0.13% of portfolio
|
Q2 2025
Reduced 30.86%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
13,830
shares
|
$695,787
0.34% of portfolio
|
Q1 2025
Added 28.68%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,633
shares
|
$685,876
0.48% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
13,462
shares
|
$677,273
0.46% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
13,380
shares
|
$673,147
0.7% of portfolio
|
Q3 2022
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
13,364
shares
|
$672,342
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
13,231
shares
|
$665,651
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
13,138
shares
|
$660,972
0.15% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
13,088
shares
|
$658,457
0.05% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
13,024
shares
|
$655,237
0.5% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
12,899
shares
|
$648,948
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
12,881
shares
|
$648,043
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
12,313
shares
|
$619,467
0.26% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
12,042
shares
|
$605,833
0.06% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Jul 07, 2025 Q2 2025 |
12,009
shares
|
$604,172
0.2% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,987
shares
|
$603,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,807
shares
|
$594,010
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
11,732
shares
|
$590,236
0.23% of portfolio
|
Q2 2025
Added 59.49%
|