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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
245,009
shares
|
$12.3 Million
4.29% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
243,239
shares
|
$12.2 Million
23.89% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
241,808
shares
|
$12.2 Million
11.12% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
238,750
shares
|
$12 Million
9.25% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
233,236
shares
|
$11.7 Million
0.48% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
228,049
shares
|
$11.5 Million
1.47% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
227,753
shares
|
$11.5 Million
2.98% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
225,836
shares
|
$11.4 Million
1.63% of portfolio
|
Q1 2025
Reduced 31.28%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
221,655
shares
|
$11.2 Million
8.48% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
221,331
shares
|
$11.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
219,799
shares
|
$11.1 Million
5.52% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
217,353
shares
|
$10.9 Million
4.48% of portfolio
|
Q1 2025
Added 72.34%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
217,072
shares
|
$10.9 Million
1.05% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
216,927
shares
|
$10.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.88%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
216,765
shares
|
$10.9 Million
0.46% of portfolio
|
Q1 2025
Added 37.26%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
214,618
shares
|
$10.8 Million
7.2% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
208,962
shares
|
$10.5 Million
5.59% of portfolio
|
Q1 2024
Added 249.14%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
203,724
shares
|
$10.2 Million
2.06% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
202,870
shares
|
$10.2 Million
2.06% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
202,853
shares
|
$10.2 Million
0.27% of portfolio
|
Q1 2025
Added 50.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
202,644
shares
|
$10.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
200,410
shares
|
$10.1 Million
2.95% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
199,678
shares
|
$10 Million
3.3% of portfolio
|
Q2 2025
Reduced 57.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
199,117
shares
|
$10 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
198,993
shares
|
$10 Million
1.14% of portfolio
|
Q2 2023
Reduced 5.01%
|