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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,490
shares
|
$376,821
0.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
7,462
shares
|
$375,413
0.36% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,441
shares
|
$374,356
0.02% of portfolio
|
Q1 2025
Reduced 48.73%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
7,418
shares
|
$373,199
0.1% of portfolio
|
Q1 2025
Reduced 67.17%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,389
shares
|
$371,740
0.01% of portfolio
|
Q1 2025
Reduced 73.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,381
shares
|
$371,338
0.0% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,260
shares
|
$365,250
0.09% of portfolio
|
Q1 2025
Added 69.82%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,228
shares
|
$363,640
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
7,150
shares
|
$359,716
0.0% of portfolio
|
Q1 2025
Added 77.07%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,133
shares
|
$358,861
0.01% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
6,796
shares
|
$341,906
0.14% of portfolio
|
Q2 2025
Reduced 51.73%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
6,561
shares
|
$330,083
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
6,539
shares
|
$328,977
0.03% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,456
shares
|
$324,801
0.08% of portfolio
|
Q2 2025
Added 34.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,431
shares
|
$323,543
0.01% of portfolio
|
Q3 2022
Reduced 12.54%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
6,398
shares
|
$321,883
0.05% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
6,367
shares
|
$320,323
0.07% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
6,250
shares
|
$314,437
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
6,166
shares
|
$310,211
0.05% of portfolio
|
Q1 2025
Added 21.47%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
6,146
shares
|
$309,205
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,123
shares
|
$308,048
0.01% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
6,052
shares
|
$304,476
0.01% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
6,024
shares
|
$303,067
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
6,011
shares
|
$302,413
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,000
shares
|
$301,860
0.02% of portfolio
|
Q1 2025
New holding
|