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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
11,567
shares
|
$581,935
0.01% of portfolio
|
Q1 2025
Added 186.45%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
11,538
shares
|
$580,476
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
11,372
shares
|
$572,125
0.12% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,322
shares
|
$569,609
0.19% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
11,242
shares
|
$565,585
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
10,656
shares
|
$536,103
0.45% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
10,639
shares
|
$535,248
0.22% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
10,496
shares
|
$528,053
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,494
shares
|
$527,953
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
10,379
shares
|
$522,167
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,272
shares
|
$516,784
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
10,237
shares
|
$515,023
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
10,190
shares
|
$512,658
0.09% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,129
shares
|
$509,589
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
10,101
shares
|
$508,181
0.2% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,000
shares
|
$503,100
0.09% of portfolio
|
Q3 2024
Reduced 81.13%
|
|
|
Client First Capital LLC
|
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$503,100
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
9,994
shares
|
$502,798
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
9,950
shares
|
$500,584
0.11% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
9,927
shares
|
$499,427
0.02% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
9,900
shares
|
$498,069
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
9,766
shares
|
$491,327
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,692
shares
|
$487,604
0.02% of portfolio
|
Q1 2025
Added 78.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,634
shares
|
$484,686
0.01% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
9,615
shares
|
$483,730
0.12% of portfolio
|
Q1 2025
Added 2.7%
|