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WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.38 +0.02 (+0.04%)
Closing price 04:10 PM Eastern
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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)
$4.76B
Number of
Institutional Sellers
(last 12 months)
350
Total
Institutional Outflows
(last 12 months)
$2.42B
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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
10/20/2025Pinnacle Wealth Management Advisory Group LLC34,035$1.71M0.1%+38.2%0.010%
10/20/2025Avaii Wealth Management LLC44,926$2.26M0.9%-1.4%0.013%
10/20/2025DHJJ Financial Advisors Ltd.15,602$784K0.3%+6.3%0.004%
10/20/2025Stonebridge Financial Group LLC722,793$36.34M3.2%+1.2%0.204%
10/20/2025Merit Financial Group LLC223,212$11.22M0.1%-0.3%0.063%
10/20/2025Lauer Wealth LLC313,845$15.80M11.3%+1.5%0.089%
10/20/2025Sax Wealth Advisors LLC15,990$804K0.0%+6.6%0.005%
10/20/2025Forefront Wealth Partners LLC15,701$789K0.2%N/A0.004%
10/20/2025Segment Wealth Management LLC21,960$1.10M0.1%+41.6%0.006%
10/20/2025Bravias Capital Group LLC47,105$2.37M1.6%+9.9%0.013%
10/20/2025LifeWealth Investments LLC272,206$13.68M3.9%+2.6%0.077%
10/20/2025Leibman Financial Services Inc.331,165$16.65M12.5%+69.0%0.094%
10/17/2025Fortitude Family Office LLC262,257$13.18M3.5%+31.3%0.074%
10/17/2025Retireful LLC49,558$2.49M2.4%-13.1%0.014%
10/17/2025Annex Advisory Services LLC139,861$7.03M0.1%+615.7%0.040%
10/17/2025Goldstone Financial Group LLC5,658$284K0.0%-86.3%0.002%
10/17/2025Encompass More Asset Management881,250$44.30M8.5%+90.3%0.249%
10/17/2025Trademark Financial Management LLC5,236$263K0.2%-50.3%0.001%
10/17/2025Warren Street Wealth Advisors LLC106,200$5.34M1.6%+11.9%0.030%
10/17/2025Melone Private Wealth LLC332,972$16.74M7.6%+11.7%0.094%
10/17/2025Permanent Capital Management LP418,512$21.04M3.9%N/A0.118%
10/17/2025Stonebridge Wealth Management LLC398,700$20.04M18.3%-3.9%0.113%
10/17/2025Sowell Financial Services LLC48,742$2.45M0.1%+10.5%0.014%
10/17/2025MKT Advisors LLC23,163$1.17M0.4%+1.9%0.007%
10/16/2025 Castle Rock Wealth Management LLC190,773$9.59M2.1%-2.4%0.054%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.22,730$1.14M0.4%+19.4%0.006%
10/16/2025 Capital Advisors Ltd. LLC12,274$617K0.1%-15.3%0.003%
10/16/2025 Nvwm LLC187,032$9.40M2.1%+21.1%0.053%
10/16/2025 Curran Financial Partners LLC121,279$6.10M1.2%-16.8%0.034%
10/16/2025 Stonekeep Investments LLC438,775$22.06M14.0%+4.9%0.124%
10/16/2025 Sharper & Granite LLC407,958$20.51M7.3%-1.7%0.115%
10/16/2025 Fortress Wealth Management Inc.134,069$6.74M3.0%+2.9%0.038%
10/15/2025 IFS Advisors LLC30,502$1.53M0.9%N/A0.009%
10/15/2025 CWM LLC568,435$28.58M0.1%-24.1%0.161%
10/15/2025 SFM LLC324,826$16.33M9.5%+30.6%0.092%
10/15/2025 Independent Wealth Network Inc.8,378$421K0.1%-17.1%0.002%
10/15/2025 First PREMIER Bank28,305$1.42M0.3%+6.2%0.008%
10/15/2025 World Investment Advisors11,097$558K0.0%-12.2%0.003%
10/15/2025 Private Trust Co. NA28,934$1.46M0.1%+60.8%0.008%
10/15/2025 Founders Financial Securities LLC150,278$7.55M0.5%+0.4%0.042%
10/15/2025 Friedenthal Financial22,276$1.12M0.6%+2.1%0.006%
10/15/2025 DAVENPORT & Co LLC1,254,149$63.05M0.3%+7.1%0.354%
10/15/2025 Anderson Hoagland & Co.210,537$10.58M0.9%-18.3%0.059%
10/14/2025 Fourpath Capital Management LLC343,859$17.29M2.5%-47.2%0.097%
10/14/2025 Matrix Trust Co12,635$635K0.1%-96.1%0.004%
10/14/2025 Farther Finance Advisors LLC46,680$2.35M0.0%+29.3%0.013%
10/14/2025 Euro Pacific Asset Management LLC9,635$484K0.1%+43.4%0.003%
10/14/2025 Berger Financial Group Inc20,070$1.01M0.1%+13.5%0.006%
10/14/2025 Exchange Traded Concepts LLC104,833$5.27M0.0%-1.9%0.029%
10/14/2025 Private Client Services LLC8,504$427K0.1%-27.5%0.002%
10/14/2025 Legacy Wealth Asset Management LLC33,268$1.67M0.4%+1.1%0.009%
10/10/2025 F&V Capital Management LLC97,650$4.91M1.1%+7.3%0.027%
10/10/2025 Sound Income Strategies LLC2,684$135K0.0%N/A0.001%
10/10/2025 Envision Financial LLC329,768$16.58M9.5%+53.7%0.092%
10/10/2025 Focus Financial Network Inc.89,148$4.48M0.2%-3.5%0.025%
10/9/2025 CGN Advisors LLC25,940$1.30M0.1%-18.1%0.007%
10/9/2025 Cascade Investment Advisors Inc.7,591$382K0.2%-49.1%0.002%
10/9/2025 Dynamic Advisor Solutions LLC8,941$449K0.0%+2.8%0.003%
10/9/2025 Fermata Advisors LLC41,566$2.09M0.5%+6.6%0.012%
10/9/2025 Embree Financial Group10,104$508K0.1%-55.9%0.003%
10/9/2025 Whalen Wealth Management Inc.3,982$200K0.1%-75.4%0.001%
10/8/2025 Guided Capital Wealth Management LLC265,596$13.35M11.4%+11.2%0.074%
10/8/2025 Fiduciary Alliance LLC19,169$964K0.1%+219.5%0.005%
10/8/2025 Moulton Wealth Management Inc.206,829$10.40M7.6%-6.7%0.058%
10/8/2025 Charis Legacy Partners LLC77,763$3.91M5.8%+48.2%0.022%
10/8/2025 Beacon Financial Group87,919$4.42M0.4%-23.6%0.025%
10/7/2025 Defined Wealth Management LLC9,949$500K0.3%+13.2%0.003%
10/7/2025 ST Germain D J Co. Inc.1,182$59K0.0%+251.8%0.000%
10/7/2025 Family Legacy Financial Solutions LLC425,668$21.40M16.4%+12.8%0.119%
10/7/2025 Team Financial Group LLC477,069$23.98M11.1%-2.4%0.133%
10/6/2025 HF Advisory Group LLC28,992$1.46M0.5%+7.8%0.008%
10/1/2025 Vigilare Wealth Management16,437$826K0.3%-89.1%0.004%
10/1/2025 Hobart Private Capital LLC94,471$4.75M1.0%+9.1%0.025%
9/26/2025Corient Private Wealth LLC7,560$380K0.0%-75.4%0.002%
9/26/2025Capital A Wealth Management LLC1,926$97K1.0%N/A0.001%
9/22/2025GatePass Capital LLC72,900$3.67M2.4%+434.1%0.019%
9/10/2025WT Wealth Management96,483$4.85M1.4%+264.6%0.026%
9/4/2025Osaic Holdings Inc.2,060,957$103.69M0.2%+13.7%0.551%
8/29/2025Centaurus Financial Inc.19,119$962K0.1%-62.7%0.005%
8/27/2025Stonebridge Wealth Management LLC414,856$20.87M20.1%N/A0.111%
8/27/2025Cypress Capital Advisors LLC139,787$7.03M4.4%+9.7%0.037%
8/27/2025Barnes Wealth Management Group Inc8,940$450K0.3%+5.2%0.002%
8/27/2025Orion Porfolio Solutions LLC75,937$3.82M0.0%+8.7%0.020%
8/19/2025B. Riley Wealth Advisors Inc.27,251$1.37M0.1%N/A0.007%
8/19/2025Advisory Services Network LLC111,080$5.59M0.1%-11.5%0.030%
8/19/2025Cim LLC85,876$4.32M0.6%+1.6%0.023%
8/19/2025Asset Dedication LLC1,583$80K0.0%N/A0.000%
8/18/2025Geneos Wealth Management Inc.137,195$6.90M0.2%-38.0%0.037%
8/18/2025Hollencrest Capital Management21,220$1.07M0.0%-9.6%0.006%
8/15/2025Tower Research Capital LLC TRC 199,218$10.02M0.3%N/A0.053%
8/15/2025Global View Capital Management LLC810,809$40.79M13.0%-18.5%0.217%
8/15/2025SkyView Investment Advisors LLC25,201$1.27M0.2%-57.7%0.007%
8/15/2025Corient 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%
8/15/2025Equitable Holdings Inc.214,620$10.80M0.1%+7.8%0.057%
8/15/2025Florida Financial Advisors LLC6,592$332K0.1%-14.3%0.002%
8/15/2025Captrust Financial Advisors6,963,911$350.35M0.8%+11.0%1.860%
8/15/2025Prevail Innovative Wealth Advisors LLC27,131$1.37M0.3%-6.9%0.007%
8/15/2025Manhattan West Asset Management LLC62,358$3.14M0.7%-0.7%0.017%
8/15/2025Two Sigma Securities LLC17,193$865K0.1%-8.2%0.005%
(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 670 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), Annex Advisory Services LLC ($3.64M), and LPL Financial LLC ($2.18M).

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

Institutional investors have bought a total of 94,640,686 shares in the last 24 months. This purchase volume represents approximately $4.76B in transactions.

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

Of the 350 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 48,194,996 shares in the last 24 months. This volume of shares sold represents approximately $2.42B in transactions.


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This page (NYSEARCA:USFR) was last updated on 10/20/2025 by MarketBeat.com Staff
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