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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
630
shares
|
$31,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
595
shares
|
$29,934
0.01% of portfolio
|
Q1 2025
Reduced 59.5%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
545
shares
|
$27,418
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
497
shares
|
$25,004
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
479
shares
|
$24,098
0.0% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
460
shares
|
$23,142
0.0% of portfolio
|
Q1 2022
Added 20.43%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
446
shares
|
$22,438
0.01% of portfolio
|
Q1 2025
Reduced 75.39%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
440
shares
|
$22,136
0.02% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
382
shares
|
$19,218
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
369
shares
|
$18,564
0.0% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
336
shares
|
$16,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
318
shares
|
$15,998
0.0% of portfolio
|
Q1 2025
Added 1573.68%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
300
shares
|
$15,093
0.01% of portfolio
|
Q4 2024
Reduced 50.58%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
282
shares
|
$14,187
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$12,577
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
246
shares
|
$12,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
229
shares
|
$11,520
0.0% of portfolio
|
Q2 2025
Added 257.81%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
221
shares
|
$11,118
0.0% of portfolio
|
Q1 2025
Reduced 89.94%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
200
shares
|
$10,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
191
shares
|
$9,609
0.01% of portfolio
|
Q1 2025
Reduced 68.53%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
153
shares
|
$7,697
0.0% of portfolio
|
Q1 2025
Reduced 93.31%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
146
shares
|
$7,345
0.0% of portfolio
|
Q1 2025
Added 1116.67%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
140
shares
|
$7,043
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
133
shares
|
$6,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
130
shares
|
$6,540
0.0% of portfolio
|
Q1 2025
Added 0.78%
|