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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
119,378
shares
|
$6.01 Million
3.38% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
117,326
shares
|
$5.9 Million
2.31% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
116,860
shares
|
$5.88 Million
2.96% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
115,894
shares
|
$5.83 Million
0.35% of portfolio
|
Q1 2025
Added 377.32%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
115,101
shares
|
$5.79 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
114,449
shares
|
$5.76 Million
0.06% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
114,174
shares
|
$5.74 Million
0.0% of portfolio
|
Q1 2025
Added 162.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
111,680
shares
|
$5.62 Million
0.54% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
111,595
shares
|
$5.61 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
110,281
shares
|
$5.55 Million
2.39% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
106,829
shares
|
$5.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
105,948
shares
|
$5.33 Million
0.18% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
105,009
shares
|
$5.28 Million
1.47% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
104,957
shares
|
$5.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
102,317
shares
|
$5.15 Million
4.51% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
101,815
shares
|
$5.12 Million
1.32% of portfolio
|
Q2 2024
Reduced 21.81%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
101,703
shares
|
$5.12 Million
0.46% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
100,100
shares
|
$5.04 Million
1.35% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
99,462
shares
|
$5 Million
1.2% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
98,810
shares
|
$4.97 Million
1.95% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
98,163
shares
|
$4.94 Million
1.24% of portfolio
|
Q2 2025
Added 443.66%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
94,945
shares
|
$4.78 Million
1.63% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
94,815
shares
|
$4.77 Million
4.5% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
92,388
shares
|
$4.65 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
90,958
shares
|
$4.58 Million
0.04% of portfolio
|
Q2 2025
Added 13.86%
|