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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
198,062
shares
|
$9.96 Million
0.03% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
197,185
shares
|
$9.92 Million
0.12% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
197,082
shares
|
$9.92 Million
2.91% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
195,937
shares
|
$9.86 Million
7.58% of portfolio
|
Q2 2025
Reduced 32.7%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
195,727
shares
|
$9.85 Million
0.67% of portfolio
|
Q1 2025
Added 126.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
193,327
shares
|
$9.73 Million
2.82% of portfolio
|
Q1 2025
Added 51.49%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
190,329
shares
|
$9.58 Million
1.11% of portfolio
|
Q1 2025
Added 51.01%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
187,242
shares
|
$9.42 Million
0.15% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
186,546
shares
|
$9.39 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
185,824
shares
|
$9.35 Million
6.89% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
182,442
shares
|
$9.18 Million
0.39% of portfolio
|
Q3 2022
Added 6.41%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
175,249
shares
|
$8.82 Million
0.39% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
175,003
shares
|
$8.8 Million
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
171,725
shares
|
$8.64 Million
0.05% of portfolio
|
Q1 2025
Added 128.59%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
169,671
shares
|
$8.54 Million
1.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
169,334
shares
|
$8.52 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
167,470
shares
|
$8.43 Million
2.49% of portfolio
|
Q1 2025
Added 38.94%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
164,278
shares
|
$8.26 Million
0.2% of portfolio
|
Q1 2025
Added 176.1%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
159,916
shares
|
$8.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
155,586
shares
|
$7.83 Million
6.45% of portfolio
|
Q1 2025
Reduced 57.04%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
155,105
shares
|
$7.8 Million
0.45% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
154,661
shares
|
$7.78 Million
2.23% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
152,520
shares
|
$7.67 Million
0.05% of portfolio
|
Q1 2025
Added 36.21%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
151,240
shares
|
$7.61 Million
3.44% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
150,211
shares
|
$7.56 Million
2.95% of portfolio
|
Q2 2025
Added 276.94%
|