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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
9,505
shares
|
$478,196
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
9,293
shares
|
$467,530
0.02% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
9,257
shares
|
$465,719
0.05% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
9,230
shares
|
$464,361
0.2% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
9,045
shares
|
$455,053
0.05% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
8,900
shares
|
$447,759
0.1% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
8,831
shares
|
$444,287
0.04% of portfolio
|
Q1 2025
Added 33.48%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,792
shares
|
$442,325
0.28% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,697
shares
|
$437,546
0.01% of portfolio
|
Q2 2025
Added 58.1%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
8,628
shares
|
$434,074
0.26% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
8,579
shares
|
$431,609
0.14% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
8,562
shares
|
$430,754
0.2% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,555
shares
|
$430,402
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
8,498
shares
|
$427,534
0.27% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
8,415
shares
|
$423,358
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
8,293
shares
|
$417,220
0.2% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
7,941
shares
|
$399,511
0.04% of portfolio
|
Q3 2022
Added 17.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,904
shares
|
$397,650
0.01% of portfolio
|
Q1 2025
Reduced 64.19%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
7,895
shares
|
$397,197
0.19% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,819
shares
|
$393,373
0.0% of portfolio
|
Q2 2023
Added 47.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,716
shares
|
$388,191
0.01% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
7,692
shares
|
$386,984
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,663
shares
|
$385,525
0.1% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,646
shares
|
$384,670
0.02% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
7,500
shares
|
$377,325
0.13% of portfolio
|
Q2 2025
New holding
|