Free Trial
Don't Miss the A.I. Investing RevolutionGet 30 Days Free

WisdomTree Floating Rate Treasury Fund (USFR) Institutional Ownership

WisdomTree Floating Rate Treasury Fund logo
$50.30 0.00 (0.00%)
Closing price 10/7/2025 04:10 PM Eastern
Extended Trading
$50.30 +0.01 (+0.01%)
As of 10/7/2025 07:48 PM 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.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Floating Rate Treasury Fund (NYSEARCA:USFR)

Number of
Institutional Buyers
(last 12 months)
505
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
355
Total
Institutional Outflows
(last 12 months)
$2.45B
Get USFR Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Floating Rate Treasury Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

USFR Institutional Buying and Selling by Quarter

WisdomTree Floating Rate Treasury Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Defined Wealth Management LLC9,949$500K0.3%+13.2%0.003%
10/7/2025ST Germain D J Co. Inc.1,182$59K0.0%+251.8%0.000%
10/7/2025Family Legacy Financial Solutions LLC425,668$21.40M16.4%+12.8%0.119%
10/7/2025Team 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%
8/15/2025Tidal Investments LLC8,890$447K0.0%N/A0.002%
8/15/2025Smartleaf Asset Management LLC35,084$1.77M0.2%+0.9%0.009%
8/15/2025Snowden Capital Advisors LLC8,252$415K0.0%+6.9%0.002%
8/15/2025Orion Porfolio Solutions LLC75,937$3.82M0.0%+8.7%0.020%
8/15/2025MML Investors Services LLC222,283$11.18M0.0%+12.2%0.059%
8/15/2025Modern Wealth Management LLC478,865$24.09M0.6%-6.5%0.128%
8/15/2025HRT Financial LP161,368$8.12M0.0%-50.4%0.043%
8/15/2025IHT Wealth Management LLC2,176,529$109.50M3.0%+8.8%0.581%
8/15/2025Great Valley Advisor Group Inc.53,539$2.69M0.1%-67.4%0.014%
8/15/2025EP Wealth Advisors LLC30,173$1.52M0.0%+10.8%0.008%
8/15/2025Bank of America Corp DE15,828,199$796.32M0.1%+1.2%4.228%
8/15/2025Ameriprise Financial Inc.4,582,438$230.53M0.1%+4.7%1.224%
8/14/2025Ausdal Financial Partners Inc.483,270$24.31M1.6%-28.6%0.129%
8/14/2025Raymond James Financial Inc.6,377,662$320.86M0.1%+0.2%1.704%
8/14/2025Transamerica Financial Advisors LLC53,998$2.72M0.3%+6.5%0.014%
8/14/2025Quantinno Capital Management LP19,509$981K0.0%-11.5%0.005%
8/14/2025Diversify Wealth Management LLC4,608$232K0.0%N/A0.001%
8/14/2025Napa Wealth Management175,454$8.83M4.2%+473.2%0.047%
8/14/2025LWM Advisory Services LLC83,960$4.22M2.9%+2.0%0.022%
8/14/2025HUB Investment Partners LLC218,166$10.98M0.4%+0.6%0.058%
8/14/2025NewEdge Advisors LLC205,741$10.35M0.1%+19.8%0.055%
8/14/2025Transce3nd LLC14,791$744K0.3%+1.6%0.004%
8/14/2025Vertex Planning Partners LLC605,651$30.47M6.4%-4.2%0.162%
8/14/2025BlackDiamond Wealth Management LLC295,888$14.88M8.6%+90.2%0.079%
8/14/2025Cary Street Partners Financial LLC315,626$15.88M0.4%-8.1%0.084%
8/14/2025Cerity Partners LLC191,366$9.63M0.0%+9.4%0.051%
8/13/2025Avestar Capital LLC4,976$250K0.0%-23.9%0.001%
8/13/2025StoneX Group Inc.88,002$4.43M0.2%+13.9%0.024%
8/13/2025Cresset Asset Management LLC205,276$10.33M0.0%+322.5%0.055%
8/13/2025Gateway Wealth Partners LLC66,288$3.34M0.6%-1.5%0.018%
8/13/2025Milestone Investment Advisors LLC188,015$9.46M2.5%+21.6%0.050%
8/13/2025Baird Financial Group Inc.111,926$5.63M0.0%+68.9%0.030%
8/13/2025First Trust Advisors LP4,055$204K0.0%N/A0.001%
8/13/2025Guggenheim Capital LLC22,842$1.15M0.0%-7.7%0.006%
8/13/2025Trek Financial LLC12,832$646K0.0%-2.0%0.003%
8/13/2025JT Stratford LLC59,660$3.00M0.5%-4.1%0.016%
8/13/2025IAG Wealth Partners LLC11,896$599K0.1%-36.8%0.003%
8/13/2025WCG Wealth Advisors LLC131,797$6.63M0.4%-11.4%0.035%
8/13/2025Portfolio Design Labs LLC40,937$2.06M0.4%N/A0.011%
8/13/2025Edgestream Partners L.P.43,800$2.20M0.1%+14.1%0.012%
8/13/2025VestGen Advisors LLC64,963$3.27M0.1%+147.0%0.017%
8/13/2025Bernardo Wealth Planning LLC149,754$7.53M1.6%+50.6%0.040%
8/13/2025Trustmark Bank Trust Department48,726$2.45M0.2%+1.0%0.013%
8/13/2025Lido Advisors LLC1,300,097$65.41M0.3%-14.2%0.347%
8/13/2025Tobias Financial Advisors Inc.570,886$28.72M4.9%+13.1%0.153%
8/13/2025Denver Wealth Management Inc.32,822$1.65M0.7%+137.3%0.009%
8/13/2025Quadrature Capital Ltd27,874$1.40M0.0%N/A0.007%
8/13/2025Level Four Advisory Services LLC620,611$31.22M1.2%-2.1%0.166%
8/13/2025Northwestern Mutual Wealth Management Co.387,410$19.49M0.0%+239.3%0.103%
8/13/2025Integrity Investment Advisors LLC72,444$3.65M2.8%-1.4%0.019%
8/13/2025Lauer Wealth LLC309,244$15.58M13.1%-5.3%0.083%
8/12/2025J.W. Cole Advisors Inc.46,440$2.34M0.0%-62.6%0.012%
8/12/2025Financial Advocates Investment Management38,794$1.95M0.2%-3.1%0.010%
8/12/2025Laurel Wealth Advisors LLC7,477,626$376.20M0.3%+5,028.8%1.998%
8/12/2025Steward Partners Investment Advisory LLC931,709$46.87M0.4%+42.5%0.249%
8/12/2025CreativeOne Wealth LLC77,150$3.88M0.1%-27.2%0.021%
8/12/2025Global Retirement Partners LLC76,284$3.84M0.1%N/A0.020%
8/12/2025Archer Investment Corp6,870$346K0.1%-5.4%0.002%
8/12/2025Watchman Group Inc.21,312$1.07M0.3%+16.0%0.006%
8/12/2025MAI Capital Management257,177$12.94M0.1%+2.2%0.069%
8/12/2025JPMorgan Chase & Co.20,274,928$1.02B0.1%-2.7%5.416%
8/12/2025SKY Mountain Capital Management Inc.1,211,245$60.99M40.9%+30.6%0.324%
8/12/2025Tarbox Family Office Inc.4,074$205K0.0%N/A0.001%
8/12/2025Main Management LLC3,043$153K0.0%-9.3%0.001%
8/11/2025VSM Wealth Advisory LLC11,852$596K0.2%N/A0.003%
8/11/2025Wealthspire Advisors LLC717,475$36.10M0.2%-52.7%0.192%
(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, 738 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 673 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 97,832,802 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 48,652,527 shares in the last 24 months. This volume of shares sold represents approximately $2.45B in transactions.


Related Companies

This page (NYSEARCA:USFR) was last updated on 10/8/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Get my No. 1 gold stock now
Gold recently broke past $3,800 per ounce – setting yet another new all-time high. And Wall Street banks sa...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
U.S. Government Blocked NVIDIA’s Buyout… Here’s Why
The U.S. government doesn't normally block billion-dollar tech deals. But when NVIDIA tried to acquire this...
Behind the Markets | Sponsoredtc pixel
Nvidia’s slow death march
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel