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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,383
shares
|
$170,198
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,356
shares
|
$168,840
0.01% of portfolio
|
Q1 2025
Reduced 34.8%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,115
shares
|
$156,715
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,897
shares
|
$145,748
0.12% of portfolio
|
Q1 2025
Added 229.2%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,513
shares
|
$126,429
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,207
shares
|
$111,034
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
2,139
shares
|
$107,613
0.0% of portfolio
|
Q1 2025
Added 82.35%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,061
shares
|
$103,688
0.02% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,842
shares
|
$92,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,797
shares
|
$90,407
0.1% of portfolio
|
Q1 2025
Added 239.06%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,732
shares
|
$87,136
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,697
shares
|
$85,376
0.01% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,685
shares
|
$84,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,623
shares
|
$81,653
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,324
shares
|
$66,610
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,253
shares
|
$63,038
0.0% of portfolio
|
Q1 2025
Added 76.73%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,198
shares
|
$60,271
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,001
shares
|
$50,360
0.01% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
998
shares
|
$50,209
0.02% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
880
shares
|
$44,272
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
777
shares
|
$39,090
0.0% of portfolio
|
Q1 2025
Reduced 73.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
750
shares
|
$37,732
0.0% of portfolio
|
Q1 2025
Reduced 73.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
695
shares
|
$34,965
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
672
shares
|
$33,808
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
667
shares
|
$33,556
0.01% of portfolio
|
Q4 2024
New holding
|