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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
148,779
shares
|
$7.49 Million
0.62% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
148,476
shares
|
$7.47 Million
2.12% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
148,432
shares
|
$7.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
147,080
shares
|
$7.4 Million
0.43% of portfolio
|
Q1 2025
Added 257.02%
|
|
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
Apr 15, 2025 Q1 2025 |
146,268
shares
|
$7.36 Million
5.12% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
145,798
shares
|
$7.34 Million
1.17% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
144,243
shares
|
$7.26 Million
1.37% of portfolio
|
Q1 2025
Added 209.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
142,157
shares
|
$7.15 Million
0.08% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
141,943
shares
|
$7.14 Million
0.07% of portfolio
|
Q1 2025
Reduced 56.56%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
141,740
shares
|
$7.13 Million
0.63% of portfolio
|
Q1 2025
Added 1302.81%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
139,490
shares
|
$7.02 Million
5.0% of portfolio
|
Q1 2025
Added 178.94%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
138,851
shares
|
$6.99 Million
2.02% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
138,534
shares
|
$6.97 Million
3.36% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
134,587
shares
|
$6.77 Million
1.03% of portfolio
|
Q1 2025
Reduced 47.39%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
131,596
shares
|
$6.62 Million
6.17% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
130,313
shares
|
$6.56 Million
3.74% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
127,064
shares
|
$6.39 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
125,571
shares
|
$6.32 Million
0.13% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
125,444
shares
|
$6.31 Million
3.41% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
124,015
shares
|
$6.24 Million
0.2% of portfolio
|
Q1 2025
Added 218.32%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
122,788
shares
|
$6.18 Million
2.59% of portfolio
|
Q1 2025
Added 120.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
121,975
shares
|
$6.14 Million
0.26% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
121,030
shares
|
$6.09 Million
0.08% of portfolio
|
Q1 2025
Added 42.02%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
120,517
shares
|
$6.06 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
119,397
shares
|
$6.01 Million
0.89% of portfolio
|
Q1 2025
Reduced 47.36%
|