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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.27 +0.01 (+0.02%)
Closing price 08/28/2025 04:10 PM Eastern
Extended Trading
$50.28 +0.01 (+0.03%)
As of 08:08 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
502
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$2.45B
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USFR Institutional Buying and Selling by Quarter

WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Stonebridge Wealth Management LLC414,856$20.87M20.1%N/A0.111%
8/27/2025 Cypress Capital Advisors LLC139,787$7.03M4.4%+9.7%0.037%
8/27/2025 Barnes Wealth Management Group Inc8,940$450K0.3%+5.2%0.002%
8/27/2025 Orion Porfolio Solutions LLC75,937$3.82M0.0%+8.7%0.020%
8/19/2025 B. Riley Wealth Advisors Inc.27,251$1.37M0.1%N/A0.007%
8/19/2025 Advisory Services Network LLC111,080$5.59M0.1%-11.5%0.030%
8/19/2025 Cim LLC85,876$4.32M0.6%+1.6%0.023%
8/19/2025 Asset Dedication LLC1,583$80K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.137,195$6.90M0.2%-38.0%0.037%
8/18/2025 Hollencrest Capital Management21,220$1.07M0.0%-9.6%0.006%
8/15/2025 Tower Research Capital LLC TRC 199,218$10.02M0.3%N/A0.053%
8/15/2025 Global View Capital Management LLC810,809$40.79M13.0%-18.5%0.217%
8/15/2025 SkyView Investment Advisors LLC25,201$1.27M0.2%-57.7%0.007%
8/15/2025 Corient Private Wealth LLC7,560$380K0.0%-75.4%0.002%
8/15/2025 Puff Wealth Management LLC52,148$2.62M0.9%+0.8%0.014%
8/15/2025 Equitable Holdings Inc.214,620$10.80M0.1%+7.8%0.057%
8/15/2025 Florida Financial Advisors LLC6,592$332K0.1%-14.3%0.002%
8/15/2025 Captrust Financial Advisors6,963,911$350.35M0.8%+11.0%1.860%
8/15/2025 Prevail Innovative Wealth Advisors LLC27,131$1.37M0.3%-6.9%0.007%
8/15/2025 Manhattan West Asset Management LLC62,358$3.14M0.7%-0.7%0.017%
8/15/2025 Two Sigma Securities LLC17,193$865K0.1%-8.2%0.005%
8/15/2025 Tidal Investments LLC8,890$447K0.0%N/A0.002%
8/15/2025 Smartleaf Asset Management LLC35,084$1.77M0.2%+0.9%0.009%
8/15/2025 Snowden Capital Advisors LLC8,252$415K0.0%+6.9%0.002%
8/15/2025 Orion Porfolio Solutions LLC75,937$3.82M0.0%+8.7%0.020%
8/15/2025 MML Investors Services LLC222,283$11.18M0.0%+12.2%0.059%
8/15/2025 Modern Wealth Management LLC478,865$24.09M0.6%-6.5%0.128%
8/15/2025 HRT Financial LP161,368$8.12M0.0%-50.4%0.043%
8/15/2025 IHT Wealth Management LLC2,176,529$109.50M3.0%+8.8%0.581%
8/15/2025 Great Valley Advisor Group Inc.53,539$2.69M0.1%-67.4%0.014%
8/15/2025 EP Wealth Advisors LLC30,173$1.52M0.0%+10.8%0.008%
8/15/2025 Bank of America Corp DE15,828,199$796.32M0.1%+1.2%4.228%
8/15/2025 Ameriprise Financial Inc.4,582,438$230.53M0.1%+4.7%1.224%
8/14/2025 Ausdal Financial Partners Inc.483,270$24.31M1.6%-28.6%0.129%
8/14/2025 Raymond James Financial Inc.6,377,662$320.86M0.1%+0.2%1.704%
8/14/2025 Transamerica Financial Advisors LLC53,998$2.72M0.3%+6.5%0.014%
8/14/2025 Quantinno Capital Management LP19,509$981K0.0%-11.5%0.005%
8/14/2025 Diversify Wealth Management LLC4,608$232K0.0%N/A0.001%
8/14/2025 Napa Wealth Management175,454$8.83M4.2%+473.2%0.047%
8/14/2025 LWM Advisory Services LLC83,960$4.22M2.9%+2.0%0.022%
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8/14/2025 HUB Investment Partners LLC218,166$10.98M0.4%+0.6%0.058%
8/14/2025 NewEdge Advisors LLC205,741$10.35M0.1%+19.8%0.055%
8/14/2025 Transce3nd LLC14,791$744K0.3%+1.6%0.004%
8/14/2025 Vertex Planning Partners LLC605,651$30.47M6.4%-4.2%0.162%
8/14/2025 BlackDiamond Wealth Management LLC295,888$14.88M8.6%+90.2%0.079%
8/14/2025 Cary Street Partners Financial LLC315,626$15.88M0.4%-8.1%0.084%
8/14/2025 Cerity Partners LLC191,366$9.63M0.0%+9.4%0.051%
8/13/2025 Avestar Capital LLC4,976$250K0.0%-23.9%0.001%
8/13/2025 StoneX Group Inc.88,002$4.43M0.2%+13.9%0.024%
8/13/2025 Cresset Asset Management LLC205,276$10.33M0.0%+322.5%0.055%
8/13/2025 Gateway Wealth Partners LLC66,288$3.34M0.6%-1.5%0.018%
8/13/2025 Milestone Investment Advisors LLC188,015$9.46M2.5%+21.6%0.050%
8/13/2025 Baird Financial Group Inc.111,926$5.63M0.0%+68.9%0.030%
8/13/2025 First Trust Advisors LP4,055$204K0.0%N/A0.001%
8/13/2025 Guggenheim Capital LLC22,842$1.15M0.0%-7.7%0.006%
8/13/2025 Trek Financial LLC12,832$646K0.0%-2.0%0.003%
8/13/2025 JT Stratford LLC59,660$3.00M0.5%-4.1%0.016%
8/13/2025 IAG Wealth Partners LLC11,896$599K0.1%-36.8%0.003%
8/13/2025 WCG Wealth Advisors LLC131,797$6.63M0.4%-11.4%0.035%
8/13/2025 Portfolio Design Labs LLC40,937$2.06M0.4%N/A0.011%
8/13/2025 Edgestream Partners L.P.43,800$2.20M0.1%+14.1%0.012%
8/13/2025 VestGen Advisors LLC64,963$3.27M0.1%+147.0%0.017%
8/13/2025 Bernardo Wealth Planning LLC149,754$7.53M1.6%+50.6%0.040%
8/13/2025 Trustmark Bank Trust Department48,726$2.45M0.2%+1.0%0.013%
8/13/2025 Lido Advisors LLC1,300,097$65.41M0.3%-14.2%0.347%
8/13/2025 Tobias Financial Advisors Inc.570,886$28.72M4.9%+13.1%0.153%
8/13/2025 Denver Wealth Management Inc.32,822$1.65M0.7%+137.3%0.009%
8/13/2025 Quadrature Capital Ltd27,874$1.40M0.0%N/A0.007%
8/13/2025 Level Four Advisory Services LLC620,611$31.22M1.2%-2.1%0.166%
8/13/2025 Northwestern Mutual Wealth Management Co.387,410$19.49M0.0%+239.3%0.103%
8/13/2025 Integrity Investment Advisors LLC72,444$3.65M2.8%-1.4%0.019%
8/13/2025 Lauer Wealth LLC309,244$15.58M13.1%-5.3%0.083%
8/12/2025 J.W. Cole Advisors Inc.46,440$2.34M0.0%-62.6%0.012%
8/12/2025 Financial Advocates Investment Management38,794$1.95M0.2%-3.1%0.010%
8/12/2025 Laurel Wealth Advisors LLC7,477,626$376.20M0.3%+5,028.8%1.998%
8/12/2025 Steward Partners Investment Advisory LLC931,709$46.87M0.4%+42.5%0.249%
8/12/2025 CreativeOne Wealth LLC77,150$3.88M0.1%-27.2%0.021%
8/12/2025 Global Retirement Partners LLC76,284$3.84M0.1%N/A0.020%
8/12/2025 Archer Investment Corp6,870$346K0.1%-5.4%0.002%
8/12/2025 Watchman Group Inc.21,312$1.07M0.3%+16.0%0.006%
8/12/2025 MAI Capital Management257,177$12.94M0.1%+2.2%0.069%
8/12/2025 JPMorgan Chase & Co.20,274,928$1.02B0.1%-2.7%5.416%
8/12/2025 SKY Mountain Capital Management Inc.1,211,245$60.99M40.9%+30.6%0.324%
8/12/2025 Tarbox Family Office Inc.4,074$205K0.0%N/A0.001%
8/12/2025 Main Management LLC3,043$153K0.0%-9.3%0.001%
8/11/2025 VSM Wealth Advisory LLC11,852$596K0.2%N/A0.003%
8/11/2025 Wealthspire Advisors LLC717,475$36.10M0.2%-52.7%0.192%
8/11/2025 M Wealth Management LLC103,796$5.22M4.8%-21.1%0.028%
8/11/2025 Bedell Frazier Investment Counselling LLC10,569$532K0.1%+9.9%0.003%
8/11/2025 Inspire Advisors LLC670,826$33.75M3.5%-10.7%0.179%
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8/11/2025 Invenio Wealth Partners LLC140,709$7.08M2.8%+14.6%0.038%
8/11/2025 Dorsey & Whitney Trust CO LLC5,658$285K0.0%-26.0%0.002%
8/11/2025 Sykon Capital LLC342,559$17.23M6.3%-41.1%0.092%
8/11/2025 Landaas & Co. WI ADV166,016$8.35M2.0%N/A0.044%
8/11/2025 Sierra Capital LLC28,010$1.41M0.2%N/A0.007%
8/11/2025 Western Wealth Management LLC109,247$5.50M0.3%-44.2%0.029%
8/8/2025 MTM Investment Management LLC9,932$500K0.2%-6.6%0.003%
8/8/2025 Rockefeller Capital Management L.P.1,074,280$54.05M0.1%+16.0%0.287%
8/8/2025 Kingsview Wealth Management LLC144,599$7.28M0.1%-14.6%0.039%
8/8/2025 Citizens Financial Group Inc. RI4,808$242K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

USFR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USFR shares?

During the previous two years, 737 institutional investors and hedge funds held shares of WisdomTree Floating Rate Treasury Fund. The most heavily invested institutionals were Summit Trail Advisors LLC ($1.38B), Morgan Stanley ($1.08B), JPMorgan Chase & Co. ($1.02B), Bank of America Corp DE ($796.32M), LPL Financial LLC ($643.94M), UBS Group AG ($400.71M), and Laurel Wealth Advisors LLC ($376.20M).Learn more on WisdomTree Floating Rate Treasury Fund's institutional investors.

Which institutional investors have been buying WisdomTree Floating Rate Treasury Fund's stock?

Of the 671 institutional investors that purchased WisdomTree Floating Rate Treasury Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($18.88M), Summit Trail Advisors LLC ($14.92M), Laurel Wealth Advisors LLC ($7.37M), Raymond James Financial Inc. ($6.38M), Serenus Wealth Advisors LLC ($5.60M), Halbert Hargrove Global Advisors LLC ($3.97M), and Annex Advisory Services LLC ($3.52M).

How much institutional buying is happening at WisdomTree Floating Rate Treasury Fund?

Institutional investors have bought a total of 97,740,476 shares in the last 24 months. This purchase volume represents approximately $4.92B in transactions.

Which of WisdomTree Floating Rate Treasury Fund's major shareholders have been selling company stock?

Of the 354 institutional investors that sold WisdomTree Floating Rate Treasury Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($10.08M), Annex Advisory Services LLC ($3.50M), Summit Trail Advisors LLC ($2.60M), Signature Estate & Investment Advisors LLC ($2.51M), Halbert Hargrove Global Advisors LLC ($1.90M), Wealthspire Advisors LLC ($799.45K), and Kiely Wealth Advisory Group Inc. ($788.71K).

How much institutional selling is happening at WisdomTree Floating Rate Treasury Fund?

Institutional investors have sold a total of 48,775,532 shares in the last 24 months. This volume of shares sold represents approximately $2.45B in transactions.


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This page (NYSEARCA:USFR) was last updated on 8/29/2025 by MarketBeat.com Staff
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